Seasonality
HRB seasonality — H&R Block
Over the last 11 years, HRB's strongest month on average has been May (+6.0%) and its weakest December (-3.9%).
Average return by month
Month-by-month statistics
| Month | Avg | Median | Up % | Best | Worst | Yrs |
|---|---|---|---|---|---|---|
| Jan | -0.92% | -2.08% | 40% | +8.6% | -9.5% | 10 |
| Feb | -2.21% | -2.82% | 40% | +11.6% | -22.4% | 10 |
| Mar | -0.05% | +0.53% | 70% | +13.4% | -31.9% | 10 |
| Apr | +5.19% | +4.37% | 70% | +18.2% | -3.8% | 10 |
| May | +6.04% | +3.60% | 60% | +35.2% | -12.0% | 10 |
| Jun | +0.12% | -0.42% | 50% | +16.5% | -17.0% | 10 |
| Jul | +4.98% | +5.01% | 70% | +15.6% | -5.5% | 10 |
| Aug | +3.80% | +6.02% | 60% | +18.9% | -12.5% | 10 |
| Sep | -1.63% | -1.72% | 40% | +12.3% | -20.9% | 10 |
| Oct | +1.05% | -2.45% | 40% | +25.6% | -7.7% | 10 |
| Nov | +1.95% | +2.64% | 67% | +10.7% | -15.3% | 9 |
| Dec | -3.94% | -2.10% | 40% | +6.5% | -16.5% | 10 |
Monthly returns heat map — HRB
price return, %| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -9.5 | -22.4 | 3.7 | -0.0 | 21.3 | -1.1 | 15.6 | 17.3 | -20.9 | 25.6 | 2.7 | +20.9% | |
| 2025 | 4.7 | -1.4 | 0.7 | 9.9 | -5.7 | -3.6 | -1.0 | -7.3 | 0.4 | -1.6 | -15.3 | 3.5 | -17.5% |
| 2024 | -3.2 | 4.5 | 0.3 | -3.8 | 5.1 | 9.2 | 6.8 | 9.3 | 0.4 | -6.0 | -0.8 | -10.9 | +9.2% |
| 2023 | 6.8 | -5.6 | -4.2 | -3.8 | -12.0 | 6.8 | 5.5 | 18.9 | 7.7 | -4.7 | 10.7 | 6.5 | +32.5% |
| 2022 | -3.0 | 8.5 | 5.0 | 0.1 | 35.2 | 0.2 | 13.1 | 12.6 | -5.5 | -3.3 | 6.2 | -16.5 | +55.0% |
| 2021 | 8.6 | 11.6 | 13.4 | 2.1 | 11.5 | -5.4 | 4.6 | 4.5 | -2.5 | -7.7 | 2.6 | -0.5 | +48.5% |
| 2020 | -1.2 | -10.9 | -31.9 | 18.2 | 2.1 | -16.0 | 1.5 | 0.0 | 12.3 | 6.0 | 8.9 | -15.6 | -32.5% |
| 2019 | -7.0 | 2.4 | -0.9 | 13.7 | -3.5 | 11.6 | -5.5 | -12.5 | -2.5 | 5.8 | -2.4 | -3.7 | -7.5% |
| 2018 | 1.2 | -4.6 | 0.3 | 8.8 | -0.7 | -17.0 | 10.4 | 7.5 | -4.8 | 3.1 | 1.8 | -6.1 | -3.2% |
| 2017 | -6.7 | -4.2 | 13.1 | 6.6 | 7.1 | 16.5 | -1.3 | -12.3 | -1.0 | -6.6 | 5.8 | 0.1 | +14.1% |
| 2016 | 3.8 |