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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 (2026-07-31), Lazard Global Total Return & Fd's 3-1 Month Momentum % is 4.70%.
Lazard Global Total Return & Fd (NYSE:LGI) 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.
Lazard Global Total Return & Fd 3-1 Month Momentum % Related Terms
LGI vs PSF, MMT, DHY: 3-1 Month Momentum % Comparison
For the Asset Management subindustry, Lazard Global Total Return & Fd'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.
Lazard Global Total Return & Fd 3-1 Month Momentum % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Lazard Global Total Return & Fd's 3-1 Month Momentum % distribution charts can be found below:
* The bar in red indicates where Lazard Global Total Return & Fd's 3-1 Month Momentum % falls into.
Lazard Global Total Return & Fd (NYSE:LGI) 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.
Lazard Global Total Return & Fd (LGI) has a 3-1 Month Momentum % of 4.70% as of Jul. 31, 2026. 3-1 Month Momentum measures the total return of the stock from 3-month ago to 1-month ago. View historical data on Lazard Global Total Return & Fd and its competitors. According to the industry distribution chart, Lazard Global Total Return & Fd ranks #407 out of 1634 companies in the Asset Management industry, placing it in the top 24.9%.
Is Lazard Global Total Return & Fd's 3-1 Month Momentum % too high?
Lazard Global Total Return & Fd's current 3-1 Month Momentum % is 4.70%. Based on the distribution chart, Lazard Global Total Return & Fd ranks #407 out of 1634 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Lazard Global Total Return & Fd has a GF Score™ of 57/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Lazard Global Total Return & Fd's 3-1 Month Momentum % compare to PSF and MMT?
According to the Asset Management industry distribution chart, Lazard Global Total Return & Fd ranks #407 out of 1634 companies for 3-1 Month Momentum %. This places Lazard Global Total Return & Fd in the top 25% 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 Lazard Global Total Return & Fd and its competitors. Lazard Global Total Return & Fd's current 3-1 Month Momentum % is 4.70%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Lazard Global Total Return & Fd stock overvalued right now?
Based on GuruFocus' analysis, Lazard Global Total Return & Fd (LGI) is currently considered Modestly Undervalued. The stock's GF Value™ is $22.01, compared to a current price of $18.06 — trading 17.9% below its estimated fair value. The current 3-1 Month Momentum % is 4.70%. Lazard Global Total Return & Fd's overall GF Score™ is 57/100 with 4 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 Lazard Global Total Return & Fd (LGI), the current 3-1 Month Momentum % is 4.70% as of Jul. 31, 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 Lazard Global Total Return & Fd (LGI) Overvalued in 2026?
Based on GuruFocus' analysis, Lazard Global Total Return & Fd stock appears to be undervalued.
The current stock price of $18.06 is trading 17.9% below its estimated GF Value™ of $22.01.
GuruFocus considers Lazard Global Total Return & Fd to be Modestly Undervalued.
Key valuation signals for LGI:
3-1 Month Momentum %: 4.70%
GF Value™: $22.01 vs. price of $18.06 (17.9% below fair value)
No single metric tells the full story. See the LGI stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Lazard Global Total Return & Inc Fd Inc is a United States-based diversified, closed-end management investment company. Its investment objective is total return consisting of capital appreciation and income. The fund's portfolio of investments consists of different sector investments such as consumer staples, financials, consumer discretionary, healthcare, materials, sovereign debt and others.
57GF Score
Get the complete analysis for LGI
3-1 Month Momentum % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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