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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 (2026-09-09), Virtus Convertible &ome Fund II's 3-1 Month Momentum % is 3.60%.
Virtus Convertible &ome Fund II (NYSE:NCZ) 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.
Virtus Convertible &ome Fund II 3-1 Month Momentum % Related Terms
NCZ vs KWY, XFLT, ARDC: 3-1 Month Momentum % Comparison
For the Asset Management subindustry, Virtus Convertible &ome Fund II'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.
Virtus Convertible &ome Fund II 3-1 Month Momentum % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Virtus Convertible &ome Fund II's 3-1 Month Momentum % distribution charts can be found below:
* The bar in red indicates where Virtus Convertible &ome Fund II's 3-1 Month Momentum % falls into.
Virtus Convertible &ome Fund II (NYSE:NCZ) 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.
Virtus Convertible &ome Fund II (NCZ) has a 3-1 Month Momentum % of 3.60% as of Sep. 09, 2026. 3-1 Month Momentum measures the total return of the stock from 3-month ago to 1-month ago. View historical data on Virtus Convertible &ome Fund II and its competitors. According to the industry distribution chart, Virtus Convertible &ome Fund II ranks #572 out of 1612 companies in the Asset Management industry, placing it in the top 35.5%.
Is Virtus Convertible &ome Fund II's 3-1 Month Momentum % too high?
Virtus Convertible &ome Fund II's current 3-1 Month Momentum % is 3.60%. The Asset Management industry median 3-1 Month Momentum % is 1.04. Virtus Convertible &ome Fund II's value of 3.60% is 246.2% above this industry median. Based on the distribution chart, Virtus Convertible &ome Fund II ranks #572 out of 1612 companies in the Asset Management industry, which is above the industry midpoint. Overall, Virtus Convertible &ome Fund II has a GF Score™ of 50/100 and is considered Significantly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Virtus Convertible &ome Fund II's 3-1 Month Momentum % compare to KWY and XFLT?
According to the Asset Management industry distribution chart, Virtus Convertible &ome Fund II ranks #572 out of 1612 companies for 3-1 Month Momentum %. This puts Virtus Convertible &ome Fund II in the upper half of its industry. The industry median 3-1 Month Momentum % is 1.04. Virtus Convertible &ome Fund II's value of 3.60% is 246.2% 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 1.04, based on 1,612 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. Virtus Convertible &ome Fund II's current 3-1 Month Momentum % of 3.60% is 246.2% 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 Virtus Convertible &ome Fund II and its competitors. For the Asset Management industry, the median 3-1 Month Momentum % is 1.04 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Virtus Convertible &ome Fund II's current 3-1 Month Momentum % is 3.60%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Virtus Convertible &ome Fund II stock overvalued right now?
Based on GuruFocus' analysis, Virtus Convertible &ome Fund II (NCZ) is currently considered Significantly Undervalued. The stock's GF Value™ is $45.90, compared to a current price of $15.46 — trading 66.3% below its estimated fair value. The current 3-1 Month Momentum % is 3.60% and 246.2% above the Asset Management industry median of 1.04. Virtus Convertible &ome Fund II's overall GF Score™ is 50/100 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 Virtus Convertible &ome Fund II (NCZ), the current 3-1 Month Momentum % is 3.60% as of Sep. 09, 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 Virtus Convertible &ome Fund II (NCZ) Overvalued in 2026?
Based on GuruFocus' analysis, Virtus Convertible &ome Fund II stock appears to be undervalued.
The current stock price of $15.46 is trading 66.3% below its estimated GF Value™ of $45.90.
GuruFocus considers Virtus Convertible &ome Fund II to be Significantly Undervalued.
Key valuation signals for NCZ:
3-1 Month Momentum %: 3.60%
GF Value™: $45.90 vs. price of $15.46 (66.3% below fair value)
Industry Position: 246.2% above the Asset Management median (#572 of 1612)
No single metric tells the full story. See the NCZ stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Virtus Convertible & Income Fund II is a diversified, closed-end management investment company. The investment objective of the company is to provide total return through a combination of current income, current gains and long-term capital appreciation. Its portfolio of investments includes different sector investments such as in healthcare services, media, oil, gas, and consumable fuels and others.
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