| Period | HRB | S&P 500 | NASDAQ | vs S&P |
|---|---|---|---|---|
| 1D | -1.59% | -0.44% | +0.03% | -1.15% |
| 5D | -1.38% | -0.90% | -0.63% | -0.48% |
| 1M | -11.44% | -1.75% | -1.78% | -9.70% |
| 3M | +32.52% | +1.30% | -4.50% | +31.22% |
| 6M | +42.84% | +15.06% | +19.85% | +27.79% |
| YTD | +5.87% | +10.38% | +14.94% | -4.51% |
| 1Y | -12.13% | +14.39% | +19.44% | -26.53% |
| 3Y | +10.54% | +69.97% | +90.13% | -59.44% |
| 5Y | +78.51% | +73.73% | +92.70% | +4.78% |