RGT (Royce Global Value Trust) 3-1 Month Momentum %: 10.81% (As of Sep. 09, 2026)

Author: Vera Yuan Vera Yuan
Vera Yuan
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Director of Data and Quant Analytics at GuruFocus
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.
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Charlie Tian
Charlie Tian
Founder & CEO of GuruFocus
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.

RGT Royce Global Value Trust Inc RGT
52 GF Score
Price $15.00
GF Value $133.39
Valuation Possible Value Trap
! 4 Warning Signs
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What is Royce Global Value Trust 3-1 Month Momentum %?

Royce Global Value Trust RGT -1.18% 52 3-1 Month Momentum % is 10.81% as of Sep. 09, 2026. GuruFocus rates RGT with a GF Score™ of 52/100 and a GF Value™ of $133.39 (Possible Value Trap). The stock has 4 warning signs investors should review. Among 1,612 Asset Management companies, Royce Global Value Trust ranks better than 85.05% 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 (2026-09-09), Royce Global Value Trust's 3-1 Month Momentum % is 10.81%.

The industry rank for Royce Global Value Trust's 3-1 Month Momentum % or its related term are showing as below:

RGT's 3-1 Month Momentum % is ranked better than
85.05% of 1612 companies
in the Asset Management industry
Industry Median: 1.04 vs RGT: 10.81

Royce Global Value Trust  (NYSE:RGT) 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.


Royce Global Value Trust 3-1 Month Momentum % Related Terms


RGT vs ERH, PGP, PFX: 3-1 Month Momentum % Comparison

For the Asset Management subindustry, Royce Global Value Trust'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.


Royce Global Value Trust 3-1 Month Momentum % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Royce Global Value Trust's 3-1 Month Momentum % distribution charts can be found below:

* The bar in red indicates where Royce Global Value Trust's 3-1 Month Momentum % falls into.


RGT
52GF Score
Royce Global Value Trust Inc RGT
3-1 Month Momentum % is just one metric. See GF Score™, valuation, warning signs, and more.
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Royce Global Value Trust  (NYSE:RGT) 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 10.81% mean?
Royce Global Value Trust (RGT) has a 3-1 Month Momentum % of 10.81% 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 Royce Global Value Trust and its competitors. According to the industry distribution chart, Royce Global Value Trust ranks #241 out of 1612 companies in the Asset Management industry, placing it in the top 15%.
Is Royce Global Value Trust's 3-1 Month Momentum % too high?
Royce Global Value Trust's current 3-1 Month Momentum % is 10.81%. The Asset Management industry median 3-1 Month Momentum % is 1.04. Royce Global Value Trust's value of 10.81% is 939.4% above this industry median. Based on the distribution chart, Royce Global Value Trust ranks #241 out of 1612 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Royce Global Value Trust has a GF Score™ of 52/100 and is considered Possible Value Trap, reflecting its overall financial health beyond just this single metric.
How does Royce Global Value Trust's 3-1 Month Momentum % compare to ERH and PGP?
According to the Asset Management industry distribution chart, Royce Global Value Trust ranks #241 out of 1612 companies for 3-1 Month Momentum %. This places Royce Global Value Trust in the top 15% of its industry — outperforming the majority of peers. The industry median 3-1 Month Momentum % is 1.04. Royce Global Value Trust's value of 10.81% is 939.4% 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. Royce Global Value Trust's current 3-1 Month Momentum % of 10.81% is 939.4% 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 Royce Global Value Trust 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. Royce Global Value Trust's current 3-1 Month Momentum % is 10.81%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Royce Global Value Trust stock overvalued right now?
Based on GuruFocus' analysis, Royce Global Value Trust (RGT) is currently considered Possible Value Trap. The stock's GF Value™ is $133.39, compared to a current price of $15.00 — trading 88.8% below its estimated fair value. The current 3-1 Month Momentum % is 10.81% and 939.4% above the Asset Management industry median of 1.04. Royce Global Value Trust's overall GF Score™ is 52/100 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 Royce Global Value Trust (RGT), the current 3-1 Month Momentum % is 10.81% 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 Royce Global Value Trust (RGT) Overvalued in 2026?

Based on GuruFocus' analysis, Royce Global Value Trust stock appears to be undervalued. The current stock price of $15.00 is trading 88.8% below its estimated GF Value™ of $133.39. GuruFocus considers Royce Global Value Trust to be Possible Value Trap.

Key valuation signals for RGT:

  • 3-1 Month Momentum %: 10.81%
  • GF Value™: $133.39 vs. price of $15.00 (88.8% below fair value)
  • GF Score™: 52/100 with 4 warning signs
  • Industry Position: 939.4% above the Asset Management median (#241 of 1612)

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


Royce Global Value Trust Business Description

Address One Madison Avenue, New York, NY, USA, 10010
Royce Global Value Trust Inc is a diversified closed-end investment company. The Fund spreads its investments across diversified sectors such as information technology, consumer discretionary, health care, materials, consumer staples and energy. Geographically, it has presence in the United Kingdom, Japan, the United States, Canada, France, Hong Kong and Germany.
52GF Score

Get the complete analysis for RGT

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

$15.00
Price
$133.39
GF Value