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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 (2026-08-20), US Global Investors's 3-1 Month Momentum % is 13.76%.
The industry rank for US Global Investors's 3-1 Month Momentum % or its related term are showing as below:
FRA:UGL's 3-1 Month Momentum % is ranked better than 88.59% of 1630
companies
in the Asset Management industry
Industry Median: 0.68
vs FRA:UGL: 13.76
US Global Investors (FRA:UGL) 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.
US Global Investors 3-1 Month Momentum % Related Terms
FRA:UGL vs BXLC, FGNX, RMCO: 3-1 Month Momentum % Comparison
For the Asset Management subindustry, US Global Investors'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.
US Global Investors 3-1 Month Momentum % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, US Global Investors's 3-1 Month Momentum % distribution charts can be found below:
* The bar in red indicates where US Global Investors's 3-1 Month Momentum % falls into.
US Global Investors (FRA:UGL) 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.
US Global Investors (FRA:UGL) has a 3-1 Month Momentum % of 13.76% as of Aug. 20, 2026. 3-1 Month Momentum measures the total return of the stock from 3-month ago to 1-month ago. View historical data on US Global Investors and its competitors. According to the industry distribution chart, US Global Investors ranks #186 out of 1630 companies in the Asset Management industry, placing it in the top 11.4%.
Is US Global Investors' 3-1 Month Momentum % too high?
US Global Investors' current 3-1 Month Momentum % is 13.76%. The Asset Management industry median 3-1 Month Momentum % is 0.68. US Global Investors' value of 13.76% is 1923.5% above this industry median. Based on the distribution chart, US Global Investors ranks #186 out of 1630 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, US Global Investors has a GF Score™ of 59/100, reflecting its overall financial health beyond just this single metric.
How does US Global Investors' 3-1 Month Momentum % compare to BXLC and FGNX?
According to the Asset Management industry distribution chart, US Global Investors ranks #186 out of 1630 companies for 3-1 Month Momentum %. This places US Global Investors in the top 11% of its industry — outperforming the majority of peers. The industry median 3-1 Month Momentum % is 0.68. US Global Investors' value of 13.76% is 1923.5% above this benchmark. 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. US Global Investors's current 3-1 Month Momentum % of 13.76% is 1923.5% above the industry median. 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 US Global Investors 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. US Global Investors's current 3-1 Month Momentum % is 13.76%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is US Global Investors stock overvalued right now?
US Global Investors (FRA:UGL) has a current 3-1 Month Momentum % of 13.76%. The stock's GF Value™ is €1.84, compared to a current price of €2.68 — trading 45.7% above its estimated fair value. The current 3-1 Month Momentum % is 13.76% and 1923.5% above the Asset Management industry median of 0.68. US Global Investors' overall GF Score™ is 59/100 with 5 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 US Global Investors (FRA:UGL), the current 3-1 Month Momentum % is 13.76% as of Aug. 20, 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 US Global Investors (FRA:UGL) Overvalued in 2026?
Based on GuruFocus' analysis, US Global Investors stock appears to be overvalued.
The current stock price of €2.68 is trading 45.7% above its estimated GF Value™ of €1.84.
Key valuation signals for FRA:UGL:
3-1 Month Momentum %: 13.76%
GF Value™: €1.84 vs. price of €2.68 (45.7% above fair value)
Industry Position: 1923.5% above the Asset Management median (#186 of 1630)
No single metric tells the full story. See the FRA:UGL stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
US Global Investors Inc is a registered investment advisory firm. The company manages the following business segments: Investment management services; through which the company offers, to U.S. Global Investors Funds (USGIF or the Funds) and exchange-traded fund (ETF) clients, a range of investment management products and services to meet the needs of individual and institutional investors; and Corporate Investments, through which the company invests for its own account in an effort to add growth and value to its cash position. It derives all its revenue from Investment management services.
59GF Score
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