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3-1 Month Momentum % is the total return of the stock from 3-month ago to 1-month ago. As of today (2026-07-22), Alaris Equity Partnersome Trust's 3-1 Month Momentum % is 2.00%.
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 3-1 Month Momentum % measures the total return to a stock over the past three 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.
Alaris Equity Partnersome Trust 3-1 Month Momentum % Related Terms
ADLRF vs BLK, BX, KKR: 3-1 Month Momentum % Comparison
For the Asset Management subindustry, Alaris Equity Partnersome Trust's 3-1 Month Momentum %, along with its competitors' market caps and 3-1 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.
Alaris Equity Partnersome Trust 3-1 Month Momentum % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Alaris Equity Partnersome Trust's 3-1 Month Momentum % distribution charts can be found below:
* The bar in red indicates where Alaris Equity Partnersome Trust's 3-1 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.
Alaris Equity Partnersome Trust (ADLRF) has a 3-1 Month Momentum % of 2.00% as of Jul. 22, 2026. 3-1 Month Momentum measures the total return of the stock from 3-month ago to 1-month ago. View historical data on Alaris Equity Partnersome Trust and its competitors. According to the industry distribution chart, Alaris Equity Partnersome Trust ranks #265 out of 1639 companies in the Asset Management industry, placing it in the top 16.2%.
Is Alaris Equity Partnersome Trust's 3-1 Month Momentum % too high?
Alaris Equity Partnersome Trust's current 3-1 Month Momentum % is 2.00%. Based on the distribution chart, Alaris Equity Partnersome Trust ranks #265 out of 1639 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Alaris Equity Partnersome Trust has a GF Score™ of 84/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Alaris Equity Partnersome Trust's 3-1 Month Momentum % compare to BLK and BX?
According to the Asset Management industry distribution chart, Alaris Equity Partnersome Trust ranks #265 out of 1639 companies for 3-1 Month Momentum %. This places Alaris Equity Partnersome Trust in the top 16% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-1 Month Momentum % for an Asset Management company?
A good 3-1 Month Momentum % depends on the Asset Management industry context. However, 3-1 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 3-1 Month Momentum % mean?
A high 3-1 Month Momentum % can signal that a stock is expensive relative to its fundamentals. 3-1 Month Momentum measures the total return of the stock from 3-month ago to 1-month ago. View historical data on Alaris Equity Partnersome Trust and its competitors. Alaris Equity Partnersome Trust's current 3-1 Month Momentum % is 2.00%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Alaris Equity Partnersome Trust stock overvalued right now?
Based on GuruFocus' analysis, Alaris Equity Partnersome Trust (ADLRF) is currently considered Significantly Overvalued. The stock's GF Value™ is $13.56, compared to a current price of $18.15 — trading 33.8% above its estimated fair value. The current 3-1 Month Momentum % is 2.00%. Alaris Equity Partnersome Trust's overall GF Score™ is 84/100 with 10 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-1 Month Momentum % calculated?
3-1 Month Momentum % is calculated from a company's financial statements. For Alaris Equity Partnersome Trust (ADLRF), the current 3-1 Month Momentum % is 2.00% as of Jul. 22, 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 Alaris Equity Partnersome Trust (ADLRF) Overvalued in 2026?
Based on GuruFocus' analysis, Alaris Equity Partnersome Trust stock appears to be overvalued.
The current stock price of $18.15 is trading 33.8% above its estimated GF Value™ of $13.56.
GuruFocus considers Alaris Equity Partnersome Trust to be Significantly Overvalued.
Key valuation signals for ADLRF:
3-1 Month Momentum %: 2.00%
GF Value™: $13.56 vs. price of $18.15 (33.8% above fair value)
No single metric tells the full story. See the ADLRF stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Alaris Equity Partnersome Trust Business Description
Alaris Equity Partners Income Trust is an open-ended trust. The Trust, through its subsidiaries, indirectly provides alternative financing to private companies (Partners) in exchange for distributions with the principal objective of generating stable and predictable cash flows for payment of distributions to unitholders of the Trust. Distributions from the Partners are adjusted each year based on the percentage change of a top-line financial performance measure, such as gross margin and same-store sales, and rank in priority to the owner's common equity position.
84GF Score
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