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.
3-1 Month Momentum % is the total return of the stock from 3-month ago to 1-month ago. As of today (2026-08-01), WAM Alternative Assets's 3-1 Month Momentum % is -4.00%.
The industry rank for WAM Alternative Assets's 3-1 Month Momentum % or its related term are showing as below:
ASX:WMA's 3-1 Month Momentum % is ranked worse than 67.01% of 1634
companies
in the Asset Management industry
Industry Median: -0.72
vs ASX:WMA: -4.00
WAM Alternative Assets (ASX:WMA) 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 Alternative Assets 3-1 Month Momentum % Related Terms
ASX:WMA vs BLK, BX, KKR: 3-1 Month Momentum % Comparison
For the Asset Management subindustry, WAM Alternative Assets'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 Alternative Assets 3-1 Month Momentum % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, WAM Alternative Assets's 3-1 Month Momentum % distribution charts can be found below:
* The bar in red indicates where WAM Alternative Assets's 3-1 Month Momentum % falls into.
WAM Alternative Assets (ASX:WMA) 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 Alternative Assets (ASX:WMA) has a 3-1 Month Momentum % of -4.00% as of Aug. 01, 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 Alternative Assets and its competitors. According to the industry distribution chart, WAM Alternative Assets ranks #1095 out of 1634 companies in the Asset Management industry, placing it in the top 67%.
Is WAM Alternative Assets' 3-1 Month Momentum % too high?
WAM Alternative Assets' current 3-1 Month Momentum % is -4.00%. Based on the distribution chart, WAM Alternative Assets ranks #1095 out of 1634 companies in the Asset Management industry, which is below the industry midpoint. Overall, WAM Alternative Assets has a GF Score™ of 64/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does WAM Alternative Assets' 3-1 Month Momentum % compare to BLK and BX?
According to the Asset Management industry distribution chart, WAM Alternative Assets ranks #1095 out of 1634 companies for 3-1 Month Momentum %. This places WAM Alternative Assets 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 Alternative Assets and its competitors. WAM Alternative Assets's current 3-1 Month Momentum % is -4.00%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is WAM Alternative Assets stock overvalued right now?
Based on GuruFocus' analysis, WAM Alternative Assets (ASX:WMA) is currently considered Fairly Valued. The stock's GF Value™ is A$1.06, compared to a current price of A$1.00 — trading 5.7% below its estimated fair value. The current 3-1 Month Momentum % is -4.00%. WAM Alternative Assets' overall GF Score™ is 64/100 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 WAM Alternative Assets (ASX:WMA), the current 3-1 Month Momentum % is -4.00% as of Aug. 01, 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 Alternative Assets (ASX:WMA) Overvalued in 2026?
Based on GuruFocus' analysis, WAM Alternative Assets stock appears to be undervalued.
The current stock price of A$1.00 is trading 5.7% below its estimated GF Value™ of A$1.06.
GuruFocus considers WAM Alternative Assets to be Fairly Valued.
Key valuation signals for ASX:WMA:
3-1 Month Momentum %: -4.00%
GF Value™: A$1.06 vs. price of A$1.00 (5.7% below fair value)
No single metric tells the full story. See the ASX:WMA stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
WAM Alternative Assets Ltd is an investment company. Its investment objectives are to deliver absolute returns through a combination of dividend yield and capital growth, while providing diversification benefits to shareholders. The company provides investors with exposure to a portfolio of real assets, private equity, infrastructure, real estate, and private debt strategies.
64GF Score
Get the complete analysis for ASX:WMA
3-1 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
ASX:WMA has been successfully added to your 
