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Helios Fairfax PartnersFRA:3UD 33 12-1 Month Momentum % is -8.70% as of Aug. 26, 2026. GuruFocus rates FRA:3UD with a GF Score™ of 33/100. The stock has 2 warning signs investors should review. Among 1,657 Asset Management companies, Helios Fairfax Partners ranks better than 51.78% on this metric.
12-1 Month Momentum % is the total return of the stock from 12-month ago to 1-month ago. As of today (2026-08-26), Helios Fairfax Partners's 12-1 Month Momentum % is -8.70%.
The industry rank for Helios Fairfax Partners's 12-1 Month Momentum % or its related term are showing as below:
FRA:3UD's 12-1 Month Momentum % is ranked better than 51.78% of 1657
companies
in the Asset Management industry
Industry Median: -2.17
vs FRA:3UD: -8.70
Momentum investing is a trading strategy in which investors buy securities that are rising and sell before the prices start to go back down. The 12-1 Month Momentum % measures the total return to a stock over the past twelve months, but ignores the previous month.
The reason why the most recent month’s return dropped related to the short-term reversal effect associated with momentum. There is an academic finding that short-term momentum actually has a reversal effect, whereby the previous winners (measured over the past months) do poorly the next month, while the previous losers do well the next month. In order to eliminate the short-term reversal effect, the previous month return was not included in this calculation.
Helios Fairfax Partners 12-1 Month Momentum % Related Terms
FRA:3UD vs BLK, BX, KKR: 12-1 Month Momentum % Comparison
For the Asset Management subindustry, Helios Fairfax Partners's 12-1 Month Momentum %, along with its competitors' market caps and 12-1 Month Momentum % data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Helios Fairfax Partners 12-1 Month Momentum % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Helios Fairfax Partners's 12-1 Month Momentum % distribution charts can be found below:
* The bar in red indicates where Helios Fairfax Partners's 12-1 Month Momentum % falls into.
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
Helios Fairfax Partners (FRA:3UD) has a 12-1 Month Momentum % of -8.70% as of Aug. 26, 2026. 12-1 Month Momentum measures the total return of the stock from 12-month ago to 1-month ago. View historical data on Helios Fairfax Partners and its competitors. According to the industry distribution chart, Helios Fairfax Partners ranks #799 out of 1657 companies in the Asset Management industry, placing it in the top 48.2%.
Is Helios Fairfax Partners' 12-1 Month Momentum % too high?
Helios Fairfax Partners' current 12-1 Month Momentum % is -8.70%. Based on the distribution chart, Helios Fairfax Partners ranks #799 out of 1657 companies in the Asset Management industry, which is above the industry midpoint. Overall, Helios Fairfax Partners has a GF Score™ of 33/100, reflecting its overall financial health beyond just this single metric.
How does Helios Fairfax Partners' 12-1 Month Momentum % compare to BLK and BX?
According to the Asset Management industry distribution chart, Helios Fairfax Partners ranks #799 out of 1657 companies for 12-1 Month Momentum %. This puts Helios Fairfax Partners in the upper half of its industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 12-1 Month Momentum % for an Asset Management company?
A good 12-1 Month Momentum % depends on the Asset Management industry context. However, 12-1 Month Momentum % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 12-1 Month Momentum % mean?
A high 12-1 Month Momentum % can signal that a stock is expensive relative to its fundamentals. 12-1 Month Momentum measures the total return of the stock from 12-month ago to 1-month ago. View historical data on Helios Fairfax Partners and its competitors. Helios Fairfax Partners's current 12-1 Month Momentum % is -8.70%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Helios Fairfax Partners stock overvalued right now?
Helios Fairfax Partners (FRA:3UD) has a current 12-1 Month Momentum % of -8.70%. The current 12-1 Month Momentum % is -8.70%. Helios Fairfax Partners' overall GF Score™ is 33/100 with 2 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 12-1 Month Momentum % calculated?
12-1 Month Momentum % is calculated from a company's financial statements. For Helios Fairfax Partners (FRA:3UD), the current 12-1 Month Momentum % is -8.70% as of Aug. 26, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Helios Fairfax Partners Corp is an investment holding company whose investment objective is to achieve long-term capital appreciation while preserving capital, by investing in public and private equity securities and debt instruments in Africa and African businesses. The company is also engaged in property and casualty insurance and reinsurance business. It is engaged in a single geographic and business segment, that of investing in Africa and Portfolio Investments.
33GF Score
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