JFR (Nuveen Floating Rateome Fund) 3-1 Month Momentum %: 3.08% (As of Aug. 18, 2026)

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Director of Data and Quant Analytics at GuruFocus
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JFR Nuveen Floating Rate Income Fund JFR
38 GF Score
Price $7.64
GF Value $4.79
Valuation Significantly Overvalued
! 5 Warning Signs
View Full Analysis

What is Nuveen Floating Rateome Fund 3-1 Month Momentum %?

Nuveen Floating Rateome Fund JFR 38 3-1 Month Momentum % is 3.08% as of Aug. 18, 2026. GuruFocus rates JFR with a GF Score™ of 38/100 and a GF Value™ of $4.79 (Significantly Overvalued). The stock has 5 warning signs investors should review. Among 1,627 Asset Management companies, Nuveen Floating Rateome Fund ranks better than 68.78% 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 (2026-08-18), Nuveen Floating Rateome Fund's 3-1 Month Momentum % is 3.08%.

The industry rank for Nuveen Floating Rateome Fund's 3-1 Month Momentum % or its related term are showing as below:

JFR's 3-1 Month Momentum % is ranked better than
68.78% of 1627 companies
in the Asset Management industry
Industry Median: -0.29 vs JFR: 3.08

Nuveen Floating Rateome Fund  (NYSE:JFR) 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.


Nuveen Floating Rateome Fund 3-1 Month Momentum % Related Terms


JFR vs HQH, DSL, MSDL: 3-1 Month Momentum % Comparison

For the Asset Management subindustry, Nuveen Floating Rateome 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.


Nuveen Floating Rateome Fund 3-1 Month Momentum % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Nuveen Floating Rateome Fund's 3-1 Month Momentum % distribution charts can be found below:

* The bar in red indicates where Nuveen Floating Rateome Fund's 3-1 Month Momentum % falls into.


JFR
38GF Score
Nuveen Floating Rate Income Fund JFR
3-1 Month Momentum % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Nuveen Floating Rateome Fund  (NYSE:JFR) 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.

Frequently Asked Questions Learn more about 3-1 Month Momentum % →
What does a 3-1 Month Momentum % of 3.08% mean?
Nuveen Floating Rateome Fund (JFR) has a 3-1 Month Momentum % of 3.08% as of Aug. 18, 2026. 3-1 Month Momentum measures the total return of the stock from 3-month ago to 1-month ago. View historical data on Nuveen Floating Rateome Fund and its competitors. According to the industry distribution chart, Nuveen Floating Rateome Fund ranks #508 out of 1627 companies in the Asset Management industry, placing it in the top 31.2%.
Is Nuveen Floating Rateome Fund's 3-1 Month Momentum % too high?
Nuveen Floating Rateome Fund's current 3-1 Month Momentum % is 3.08%. Based on the distribution chart, Nuveen Floating Rateome Fund ranks #508 out of 1627 companies in the Asset Management industry, which is above the industry midpoint. Overall, Nuveen Floating Rateome Fund has a GF Score™ of 38/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Nuveen Floating Rateome Fund's 3-1 Month Momentum % compare to HQH and DSL?
According to the Asset Management industry distribution chart, Nuveen Floating Rateome Fund ranks #508 out of 1627 companies for 3-1 Month Momentum %. This puts Nuveen Floating Rateome 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 Nuveen Floating Rateome Fund and its competitors. Nuveen Floating Rateome Fund's current 3-1 Month Momentum % is 3.08%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Nuveen Floating Rateome Fund stock overvalued right now?
Based on GuruFocus' analysis, Nuveen Floating Rateome Fund (JFR) is currently considered Significantly Overvalued. The stock's GF Value™ is $4.79, compared to a current price of $7.64 — trading 59.5% above its estimated fair value. The current 3-1 Month Momentum % is 3.08%. Nuveen Floating Rateome Fund's overall GF Score™ is 38/100 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 Nuveen Floating Rateome Fund (JFR), the current 3-1 Month Momentum % is 3.08% as of Aug. 18, 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 Nuveen Floating Rateome Fund (JFR) Overvalued in 2026?

Based on GuruFocus' analysis, Nuveen Floating Rateome Fund stock appears to be overvalued. The current stock price of $7.64 is trading 59.5% above its estimated GF Value™ of $4.79. GuruFocus considers Nuveen Floating Rateome Fund to be Significantly Overvalued.

Key valuation signals for JFR:

  • 3-1 Month Momentum %: 3.08%
  • GF Value™: $4.79 vs. price of $7.64 (59.5% above fair value)
  • GF Score™: 38/100 with 5 warning signs

No single metric tells the full story. See the JFR stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Nuveen Floating Rateome Fund Business Description

Address 333 West Wacker Drive, Chicago, IL, USA, 60606
Nuveen Floating Rate Income Fund is a diversified closed-end management investment company. Its investment objective is to achieve a high level of current income. The fund invests a majority of its managed assets in secured Senior Loans and unsecured Senior Loans, with an average duration of one year or less, in which unsecured Senior Loans will be, at the time of investment, investment grade quality.
38GF Score

Get the complete analysis for JFR

3-1 Month Momentum % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$7.64
Price
$4.79
GF Value