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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 (2026-08-17), Eaton Vance Senior Floating Rate Trust's 3-1 Month Momentum % is 1.81%.
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.
EFR vs AFB, TEI, RFI: 3-1 Month Momentum % Comparison
For the Asset Management subindustry, Eaton Vance Senior Floating Rate 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.
Eaton Vance Senior Floating Rate Trust 3-1 Month Momentum % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Eaton Vance Senior Floating Rate Trust's 3-1 Month Momentum % distribution charts can be found below:
* The bar in red indicates where Eaton Vance Senior Floating Rate 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.
Eaton Vance Senior Floating Rate Trust (EFR) has a 3-1 Month Momentum % of 1.81% 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 Eaton Vance Senior Floating Rate Trust and its competitors. According to the industry distribution chart, Eaton Vance Senior Floating Rate Trust ranks #575 out of 1628 companies in the Asset Management industry, placing it in the top 35.3%.
Is Eaton Vance Senior Floating Rate Trust's 3-1 Month Momentum % too high?
Eaton Vance Senior Floating Rate Trust's current 3-1 Month Momentum % is 1.81%. Based on the distribution chart, Eaton Vance Senior Floating Rate Trust ranks #575 out of 1628 companies in the Asset Management industry, which is above the industry midpoint. Overall, Eaton Vance Senior Floating Rate Trust has a GF Score™ of 40/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Eaton Vance Senior Floating Rate Trust's 3-1 Month Momentum % compare to AFB and TEI?
According to the Asset Management industry distribution chart, Eaton Vance Senior Floating Rate Trust ranks #575 out of 1628 companies for 3-1 Month Momentum %. This puts Eaton Vance Senior Floating Rate Trust in the upper 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 Eaton Vance Senior Floating Rate Trust and its competitors. Eaton Vance Senior Floating Rate Trust's current 3-1 Month Momentum % is 1.81%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Eaton Vance Senior Floating Rate Trust stock overvalued right now?
Based on GuruFocus' analysis, Eaton Vance Senior Floating Rate Trust (EFR) is currently considered Significantly Overvalued. The stock's GF Value™ is $5.29, compared to a current price of $10.73 — trading 102.8% above its estimated fair value. The current 3-1 Month Momentum % is 1.81%. Eaton Vance Senior Floating Rate Trust's overall GF Score™ is 40/100 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 Eaton Vance Senior Floating Rate Trust (EFR), the current 3-1 Month Momentum % is 1.81% 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.
Is Eaton Vance Senior Floating Rate Trust (EFR) Overvalued in 2026?
Based on GuruFocus' analysis, Eaton Vance Senior Floating Rate Trust stock appears to be overvalued.
The current stock price of $10.73 is trading 102.8% above its estimated GF Value™ of $5.29.
GuruFocus considers Eaton Vance Senior Floating Rate Trust to be Significantly Overvalued.
Key valuation signals for EFR:
3-1 Month Momentum %: 1.81%
GF Value™: $5.29 vs. price of $10.73 (102.8% above fair value)
No single metric tells the full story. See the EFR stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Eaton Vance Senior Floating Rate Trust is a diversified, closed-end management investment company. Its primary investment objective is to provide a high level of current income. As a secondary objective, the fund intends to seek capital preservation. Its portfolio of investments consists of Software, Health Care Providers & Services, Machinery, Chemicals, Professional Services, IT Services, Hotels, Restaurants & Leisure, Capital Markets, Specialty Retail, Commercial Services & Supplies, and other areas. The trust invests in below investment grade floating rate loans, which are considered speculative because of the credit risk of their issuers.
40GF Score
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3-1 Month Momentum % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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