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 (2026-08-06), Guggenheim Active Allocation Fund's 3-1 Month Momentum % is 0.76%.
Guggenheim Active Allocation Fund (NYSE:GUG) 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.
Guggenheim Active Allocation Fund 3-1 Month Momentum % Related Terms
GUG vs WIW, BGY, IGD: 3-1 Month Momentum % Comparison
For the Asset Management subindustry, Guggenheim Active Allocation Fund'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.
Guggenheim Active Allocation Fund 3-1 Month Momentum % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Guggenheim Active Allocation Fund's 3-1 Month Momentum % distribution charts can be found below:
* The bar in red indicates where Guggenheim Active Allocation Fund's 3-1 Month Momentum % falls into.
Guggenheim Active Allocation Fund (NYSE:GUG) 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.
Guggenheim Active Allocation Fund (GUG) has a 3-1 Month Momentum % of 0.76% as of Aug. 06, 2026. 3-1 Month Momentum measures the total return of the stock from 3-month ago to 1-month ago. View historical data on Guggenheim Active Allocation Fund and its competitors. According to the industry distribution chart, Guggenheim Active Allocation Fund ranks #739 out of 1634 companies in the Asset Management industry, placing it in the top 45.2%.
Is Guggenheim Active Allocation Fund's 3-1 Month Momentum % too high?
Guggenheim Active Allocation Fund's current 3-1 Month Momentum % is 0.76%. Based on the distribution chart, Guggenheim Active Allocation Fund ranks #739 out of 1634 companies in the Asset Management industry, which is above the industry midpoint. Overall, Guggenheim Active Allocation Fund has a GF Score™ of 32/100, reflecting its overall financial health beyond just this single metric.
How does Guggenheim Active Allocation Fund's 3-1 Month Momentum % compare to WIW and BGY?
According to the Asset Management industry distribution chart, Guggenheim Active Allocation Fund ranks #739 out of 1634 companies for 3-1 Month Momentum %. This puts Guggenheim Active Allocation Fund 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 Guggenheim Active Allocation Fund and its competitors. Guggenheim Active Allocation Fund's current 3-1 Month Momentum % is 0.76%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Guggenheim Active Allocation Fund stock overvalued right now?
Guggenheim Active Allocation Fund (GUG) has a current 3-1 Month Momentum % of 0.76%. The current 3-1 Month Momentum % is 0.76%. Guggenheim Active Allocation Fund's overall GF Score™ is 32/100 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 Guggenheim Active Allocation Fund (GUG), the current 3-1 Month Momentum % is 0.76% as of Aug. 06, 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.
Guggenheim Active Allocation Fund is a diversified closed-end management investment company. The fund's investment objective is to maximize total return through a combination of current income and capital appreciation. The company invests in both fixed-income and other debt instruments selected from a variety of sectors and credit qualities, and may also invest in equities. It uses tactical asset allocation models to determine the optimal allocation of its assets between fixed-income and equity securities. A majority of its investments are made in corporate bonds and the rest in senior floating rate interests, asset-backed securities, preferred stocks, and other securities.
32GF Score
Get the complete analysis for GUG
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
GUG has been successfully added to your 
