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Schroders (LSE:SDR) 12-1 Month Momentum % : -22.46% (As of May. 01, 2024)


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What is Schroders 12-1 Month Momentum %?

12-1 Month Momentum % is the total return of the stock from 12-month ago to 1-month ago. As of today (2024-05-01), Schroders's 12-1 Month Momentum % is -22.46%.

The industry rank for Schroders's 12-1 Month Momentum % or its related term are showing as below:

LSE:SDR's 12-1 Month Momentum % is ranked worse than
84.73% of 1735 companies
in the Asset Management industry
Industry Median: 1.55 vs LSE:SDR: -22.46

Competitive Comparison of Schroders's 12-1 Month Momentum %

For the Asset Management subindustry, Schroders'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.


Schroders's 12-1 Month Momentum % Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, Schroders's 12-1 Month Momentum % distribution charts can be found below:

* The bar in red indicates where Schroders's 12-1 Month Momentum % falls into.



Schroders  (LSE:SDR) 12-1 Month Momentum % Calculation

12-1 Month Momentum % is calculated as following:

12-1 Month Momentum %=( Price 1-month ago / Price 12-month ago - 1 ) * 100 %

* 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.


Schroders  (LSE:SDR) 12-1 Month Momentum % Explanation

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.


Schroders 12-1 Month Momentum % Related Terms

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Schroders (LSE:SDR) Business Description

Traded in Other Exchanges
Address
1 London Wall Place, London, GBR, EC2Y 5AU
Schroders is an independent, U.K.-based, active asset manager founded in 1804. The bulk of Schroders' client assets are from institutions, but its retail operations are more profitable. Schroders has also increasingly expanded its wealth management presence. The U.K. accounts for just under half of Schroders' assets under management, while continental Europe and Asia account for 20% each. In 2013 Schroders purchased the Cazenove private clients business from JP Morgan, expanding its wealth management business. It recently formed a joint venture with Lloyds Bank, Schroders Personal Wealth, to provide independent financial advice to midmarket clients. Wealth management makes up around 15% of earnings and revenue.

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