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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 (2026-07-23), Australian Foundation Investment Co's 3-1 Month Momentum % is 0.15%.
ASX:AFI's 3-1 Month Momentum % is not ranked
in the Asset Management industry.
Industry Median: -1.21
vs ASX:AFI: 0.15
Australian Foundation Investment Co (ASX:AFI) 3-1 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 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.
Australian Foundation Investment Co 3-1 Month Momentum % Related Terms
ASX:AFI vs BLK, BX, KKR: 3-1 Month Momentum % Comparison
For the Asset Management subindustry, Australian Foundation Investment Co'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.
Australian Foundation Investment Co 3-1 Month Momentum % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Australian Foundation Investment Co's 3-1 Month Momentum % distribution charts can be found below:
* The bar in red indicates where Australian Foundation Investment Co's 3-1 Month Momentum % falls into.
Australian Foundation Investment Co (ASX:AFI) 3-1 Month Momentum % Calculation
3-1 Month Momentum % is calculated as following:
3-1 Month Momentum %
=
( Price 1-month ago
/
Price 3-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.
Australian Foundation Investment Co (ASX:AFI) has a 3-1 Month Momentum % of 0.15% as of Jul. 23, 2026. 3-1 Month Momentum measures the total return of the stock from 3-month ago to 1-month ago. View historical data on Australian Foundation Investment Co and its competitors. According to the industry distribution chart, Australian Foundation Investment Co ranks #999999 out of 1637 companies in the Asset Management industry.
Is Australian Foundation Investment Co's 3-1 Month Momentum % too high?
Australian Foundation Investment Co's current 3-1 Month Momentum % is 0.15%. Based on the distribution chart, Australian Foundation Investment Co ranks #999999 out of 1637 companies in the Asset Management industry, which is in the bottom quartile relative to peers. Overall, Australian Foundation Investment Co has a GF Score™ of 58/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Australian Foundation Investment Co's 3-1 Month Momentum % compare to BLK and BX?
According to the Asset Management industry distribution chart, Australian Foundation Investment Co ranks #999999 out of 1637 companies for 3-1 Month Momentum %. This places Australian Foundation Investment Co in the lower 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 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 Australian Foundation Investment Co and its competitors. Australian Foundation Investment Co's current 3-1 Month Momentum % is 0.15%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Australian Foundation Investment Co stock overvalued right now?
Based on GuruFocus' analysis, Australian Foundation Investment Co (ASX:AFI) is currently considered Fairly Valued. The stock's GF Value™ is A$6.64, compared to a current price of A$6.94 — trading 4.5% above its estimated fair value. The current 3-1 Month Momentum % is 0.15%. Australian Foundation Investment Co's overall GF Score™ is 58/100 with 4 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 Australian Foundation Investment Co (ASX:AFI), the current 3-1 Month Momentum % is 0.15% as of Jul. 23, 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 Australian Foundation Investment Co (ASX:AFI) Overvalued in 2026?
Based on GuruFocus' analysis, Australian Foundation Investment Co stock appears to be overvalued.
The current stock price of A$6.94 is trading 4.5% above its estimated GF Value™ of A$6.64.
GuruFocus considers Australian Foundation Investment Co to be Fairly Valued.
Key valuation signals for ASX:AFI:
3-1 Month Momentum %: 0.15%
GF Value™: A$6.64 vs. price of A$6.94 (4.5% above fair value)
No single metric tells the full story. See the ASX:AFI stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Australian Foundation Investment Co Business Description
Australian Foundation Investment Co Ltd is an asset management company which invests in Australian and New Zealand equities. It aims to provide shareholders with attractive investment returns through access to a growing stream of fully franked dividends and enhancement of capital invested. Its investment goals are to pay dividends, which, over time, grow faster than the rate of inflation, and to provide attractive total returns over the medium to long term.
58GF Score
Get the complete analysis for ASX:AFI
3-1 Month Momentum % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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