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Investor ABCHIX:INVEAS 33 3-1 Month Momentum % is -0.70% as of Aug. 17, 2026. GuruFocus rates CHIX:INVEAS with a GF Score™ of 33/100. The stock has 7 warning signs investors should review. Among 1,628 Asset Management companies, Investor AB ranks better than 83.54% on this metric.
3-1 Month Momentum % is the total return of the stock from 3-month ago to 1-month ago. As of today (2026-08-17), Investor AB's 3-1 Month Momentum % is -0.70%.
The industry rank for Investor AB's 3-1 Month Momentum % or its related term are showing as below:
CHIX:INVEAs's 3-1 Month Momentum % is ranked better than 83.54% of 1628
companies
in the Asset Management industry
Industry Median: -0.37
vs CHIX:INVEAs: -0.70
Investor AB (CHIX:INVEAs) 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.
Investor AB 3-1 Month Momentum % Related Terms
CHIX:INVEAS vs BLK, BX, KKR: 3-1 Month Momentum % Comparison
For the Asset Management subindustry, Investor AB'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.
Investor AB 3-1 Month Momentum % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Investor AB's 3-1 Month Momentum % distribution charts can be found below:
* The bar in red indicates where Investor AB's 3-1 Month Momentum % falls into.
Investor AB (CHIX:INVEAs) 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.
Investor AB (CHIX:INVEAS) has a 3-1 Month Momentum % of -0.70% as of Aug. 17, 2026. 3-1 Month Momentum measures the total return of the stock from 3-month ago to 1-month ago. View historical data on Investor AB and its competitors. According to the industry distribution chart, Investor AB ranks #268 out of 1628 companies in the Asset Management industry, placing it in the top 16.5%.
Is Investor AB's 3-1 Month Momentum % too high?
Investor AB's current 3-1 Month Momentum % is -0.70%. Based on the distribution chart, Investor AB ranks #268 out of 1628 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Investor AB has a GF Score™ of 33/100, reflecting its overall financial health beyond just this single metric.
How does Investor AB's 3-1 Month Momentum % compare to BLK and BX?
According to the Asset Management industry distribution chart, Investor AB ranks #268 out of 1628 companies for 3-1 Month Momentum %. This places Investor AB in the top 17% 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 Investor AB and its competitors. Investor AB's current 3-1 Month Momentum % is -0.70%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Investor AB stock overvalued right now?
Investor AB (CHIX:INVEAS) has a current 3-1 Month Momentum % of -0.70%. The current 3-1 Month Momentum % is -0.70%. Investor AB's overall GF Score™ is 33/100 with 7 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 Investor AB (CHIX:INVEAS), the current 3-1 Month Momentum % is -0.70% as of Aug. 17, 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.
Investor AB is an industrial holding company with a long-term, active investment portfolio plan. Its operations are divided into three business areas: Listed Companies, Patricia Industries, and Investments in EQT. The majority of the company's revenue is generated from dividends and changes in the value of its investment in other listed companies. Geographically, it generates the maximum revenue from the United States, with the remainder coming from Sweden, the United Kingdom, France, Germany, South America, Africa, and other regions.
33GF Score
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