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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 (2026-07-28), WAM Strategic Value's 3-1 Month Momentum % is -9.32%.
The industry rank for WAM Strategic Value's 3-1 Month Momentum % or its related term are showing as below:
ASX:WAR's 3-1 Month Momentum % is ranked worse than 78.78% of 1635
companies
in the Asset Management industry
Industry Median: -1.17
vs ASX:WAR: -9.32
WAM Strategic Value (ASX:WAR) 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.
WAM Strategic Value 3-1 Month Momentum % Related Terms
ASX:WAR vs BLK, BX, KKR: 3-1 Month Momentum % Comparison
For the Asset Management subindustry, WAM Strategic Value'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.
WAM Strategic Value 3-1 Month Momentum % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, WAM Strategic Value's 3-1 Month Momentum % distribution charts can be found below:
* The bar in red indicates where WAM Strategic Value's 3-1 Month Momentum % falls into.
WAM Strategic Value (ASX:WAR) 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.
WAM Strategic Value (ASX:WAR) has a 3-1 Month Momentum % of -9.32% as of Jul. 28, 2026. 3-1 Month Momentum measures the total return of the stock from 3-month ago to 1-month ago. View historical data on WAM Strategic Value and its competitors. According to the industry distribution chart, WAM Strategic Value ranks #1288 out of 1635 companies in the Asset Management industry, placing it in the top 78.8%.
Is WAM Strategic Value's 3-1 Month Momentum % too high?
WAM Strategic Value's current 3-1 Month Momentum % is -9.32%. Based on the distribution chart, WAM Strategic Value ranks #1288 out of 1635 companies in the Asset Management industry, which is in the bottom quartile relative to peers. Overall, WAM Strategic Value has a GF Score™ of 56/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does WAM Strategic Value's 3-1 Month Momentum % compare to BLK and BX?
According to the Asset Management industry distribution chart, WAM Strategic Value ranks #1288 out of 1635 companies for 3-1 Month Momentum %. This places WAM Strategic Value 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 WAM Strategic Value and its competitors. WAM Strategic Value's current 3-1 Month Momentum % is -9.32%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is WAM Strategic Value stock overvalued right now?
Based on GuruFocus' analysis, WAM Strategic Value (ASX:WAR) is currently considered Fairly Valued. The stock's GF Value™ is A$1.21, compared to a current price of A$1.10 — trading 9.1% below its estimated fair value. The current 3-1 Month Momentum % is -9.32%. WAM Strategic Value's overall GF Score™ is 56/100 with 3 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 WAM Strategic Value (ASX:WAR), the current 3-1 Month Momentum % is -9.32% as of Jul. 28, 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 WAM Strategic Value (ASX:WAR) Overvalued in 2026?
Based on GuruFocus' analysis, WAM Strategic Value stock appears to be undervalued.
The current stock price of A$1.10 is trading 9.1% below its estimated GF Value™ of A$1.21.
GuruFocus considers WAM Strategic Value to be Fairly Valued.
Key valuation signals for ASX:WAR:
3-1 Month Momentum %: -9.32%
GF Value™: A$1.21 vs. price of A$1.10 (9.1% below fair value)
No single metric tells the full story. See the ASX:WAR stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
WAM Strategic Value Ltd is an investment company. The company is engaged in investing activities, including cash, term deposits, and equity investments. Its investment objectives are to provide capital growth over the medium-to-long term, deliver a stream of dividends, and preserve capital while providing shareholders with exposure to a diversified equities portfolio.
56GF Score
Get the complete analysis for ASX:WAR
3-1 Month Momentum % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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