Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.
12-1 Month Momentum % is the total return of the stock from 12-month ago to 1-month ago. As of today (2026-09-21), Phoenix Financial's 12-1 Month Momentum % is N/A%.
The industry rank for Phoenix Financial's 12-1 Month Momentum % or its related term are showing as below:
IPHXF's 12-1 Month Momentum % is not ranked *
in the Insurance industry.
Industry Median: 6.5 * Ranked among companies with meaningful 12-1 Month Momentum % only.
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.
Phoenix Financial 12-1 Month Momentum % Related Terms
IPHXF vs BRK.A, AIG, HIG: 12-1 Month Momentum % Comparison
For the Insurance - Diversified subindustry, Phoenix Financial'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.
Phoenix Financial 12-1 Month Momentum % vs Insurance Industry
For the Insurance industry and Financial Services sector, Phoenix Financial's 12-1 Month Momentum % distribution charts can be found below:
* The bar in red indicates where Phoenix Financial'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.
Phoenix Financial (IPHXF) has a 12-1 Month Momentum % of N/A% as of Sep. 21, 2026. 12-1 Month Momentum measures the total return of the stock from 12-month ago to 1-month ago. View historical data on Phoenix Financial and its competitors. According to the industry distribution chart, Phoenix Financial ranks #52 out of 575 companies in the Insurance industry, placing it in the top 9%.
Is Phoenix Financial's 12-1 Month Momentum % too high?
Phoenix Financial's current 12-1 Month Momentum % is N/A%. Based on the distribution chart, Phoenix Financial ranks #52 out of 575 companies in the Insurance industry, which is in the top quartile — a strong position relative to peers. Overall, Phoenix Financial has a GF Score™ of 77/100, reflecting its overall financial health beyond just this single metric.
How does Phoenix Financial's 12-1 Month Momentum % compare to BRK.A and AIG?
According to the Insurance industry distribution chart, Phoenix Financial ranks #52 out of 575 companies for 12-1 Month Momentum %. This places Phoenix Financial in the top 9% of its industry — outperforming the majority of peers. The industry median 12-1 Month Momentum % is 6.50. 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 Insurance company?
The median 12-1 Month Momentum % among Insurance companies is 6.50, based on 575 companies in the industry. Companies in the top quartile (top 25%) have a 12-1 Month Momentum % significantly above this median, while those in the bottom quartile fall well below. 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 Phoenix Financial and its competitors. For the Insurance industry, the median 12-1 Month Momentum % is 6.50 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Phoenix Financial's current 12-1 Month Momentum % is N/A%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Phoenix Financial stock overvalued right now?
Phoenix Financial (IPHXF) has a current 12-1 Month Momentum % of N/A%. The stock's GF Value™ is $18.48, compared to a current price of $44.00 — trading 138.1% above its estimated fair value. The current 12-1 Month Momentum % is N/A%. Phoenix Financial's overall GF Score™ is 77/100 with 7 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 Phoenix Financial (IPHXF), the current 12-1 Month Momentum % is N/A% as of Sep. 21, 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.
Is Phoenix Financial (IPHXF) Overvalued in 2026?
Based on GuruFocus' analysis, Phoenix Financial stock appears to be overvalued.
The current stock price of $44.00 is trading 138.1% above its estimated GF Value™ of $18.48.
Key valuation signals for IPHXF:
12-1 Month Momentum %: N/A%
GF Value™: $18.48 vs. price of $44.00 (138.1% above fair value)
No single metric tells the full story. See the IPHXF stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Phoenix Financial Ltd is an Israel-based investment and financial services company with over $200 billion in assets under management. The company operates across multi-line insurance and asset management activities, including fund management, wealth solutions, retirement, advisory, brokerage, employee stock option administration, and credit origination. Phoenix Financial is listed on the Tel Aviv Stock Exchange and is a constituent of the TA-35, MSCI World, MSCI Israel, FTSE Developed, and Bloomberg Developed Markets indices.
77GF Score
Get the complete analysis for IPHXF
12-1 Month Momentum % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
Quick Browse
Personalize
Premium Gurus 
Create New Portfolio
IPHXF has been successfully added to your 
