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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 (2026-08-21), BlackRock Energy & Resources Trust's 3-1 Month Momentum % is -2.36%.
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.
BlackRock Energy & Resources Trust 3-1 Month Momentum % Related Terms
BGR vs FINS, DFP, GLAD: 3-1 Month Momentum % Comparison
For the Asset Management subindustry, BlackRock Energy & Resources 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.
BlackRock Energy & Resources Trust 3-1 Month Momentum % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, BlackRock Energy & Resources Trust's 3-1 Month Momentum % distribution charts can be found below:
* The bar in red indicates where BlackRock Energy & Resources 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.
BlackRock Energy & Resources Trust (BGR) has a 3-1 Month Momentum % of -2.36% as of Aug. 21, 2026. 3-1 Month Momentum measures the total return of the stock from 3-month ago to 1-month ago. View historical data on BlackRock Energy & Resources Trust and its competitors. According to the industry distribution chart, BlackRock Energy & Resources Trust ranks #1180 out of 1630 companies in the Asset Management industry, placing it in the top 72.4%.
Is BlackRock Energy & Resources Trust's 3-1 Month Momentum % too high?
BlackRock Energy & Resources Trust's current 3-1 Month Momentum % is -2.36%. Based on the distribution chart, BlackRock Energy & Resources Trust ranks #1180 out of 1630 companies in the Asset Management industry, which is below the industry midpoint. Overall, BlackRock Energy & Resources Trust has a GF Score™ of 43/100 and is considered Significantly Undervalued, reflecting its overall financial health beyond just this single metric.
How does BlackRock Energy & Resources Trust's 3-1 Month Momentum % compare to FINS and DFP?
According to the Asset Management industry distribution chart, BlackRock Energy & Resources Trust ranks #1180 out of 1630 companies for 3-1 Month Momentum %. This places BlackRock Energy & Resources Trust in the lower half of its industry. The industry median 3-1 Month Momentum % is 0.68. 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?
The median 3-1 Month Momentum % among Asset Management companies is 0.68, based on 1,630 companies in the industry. Companies in the top quartile (top 25%) have a 3-1 Month Momentum % significantly above this median, while those in the bottom quartile fall well below. 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 BlackRock Energy & Resources Trust and its competitors. For the Asset Management industry, the median 3-1 Month Momentum % is 0.68 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. BlackRock Energy & Resources Trust's current 3-1 Month Momentum % is -2.36%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is BlackRock Energy & Resources Trust stock overvalued right now?
Based on GuruFocus' analysis, BlackRock Energy & Resources Trust (BGR) is currently considered Significantly Undervalued. The stock's GF Value™ is $25.14, compared to a current price of $17.45 — trading 30.6% below its estimated fair value. The current 3-1 Month Momentum % is -2.36%. BlackRock Energy & Resources Trust's overall GF Score™ is 43/100 with 6 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 BlackRock Energy & Resources Trust (BGR), the current 3-1 Month Momentum % is -2.36% as of Aug. 21, 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 BlackRock Energy & Resources Trust (BGR) Overvalued in 2026?
Based on GuruFocus' analysis, BlackRock Energy & Resources Trust stock appears to be undervalued.
The current stock price of $17.45 is trading 30.6% below its estimated GF Value™ of $25.14.
GuruFocus considers BlackRock Energy & Resources Trust to be Significantly Undervalued.
Key valuation signals for BGR:
3-1 Month Momentum %: -2.36%
GF Value™: $25.14 vs. price of $17.45 (30.6% below fair value)
No single metric tells the full story. See the BGR stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
BlackRock Energy & Resources Trust is a closed-end equity fund providing total return through a combination of current income, gains, and capital appreciation by investing in equity securities and derivatives of energy and natural resources companies. The fund invests in various sectors such as information technology, financials, healthcare, consumer discretionary, industrial, energy, materials, utilities, and others.
43GF Score
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