STEW (SRH Total Return Fund,) 3-1 Month Momentum %: 1.05% (As of Jul. 26, 2026)

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Director of Data and Quant Analytics at GuruFocus
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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.

STEW SRH Total Return Fund, Inc. STEW
56 GF Score
Price $18.10
GF Value $21.19
Valuation Modestly Undervalued
! 4 Warning Signs
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What is SRH Total Return Fund, 3-1 Month Momentum %?

SRH Total Return Fund, STEW +0.11% 56 3-1 Month Momentum % is 1.05% as of Jul. 26, 2026. GuruFocus rates STEW with a GF Score™ of 56/100 and a GF Value™ of $21.19 (Modestly Undervalued). The stock has 4 warning signs investors should review. Among 1,630 Asset Management companies, SRH Total Return Fund, ranks better than 61.23% 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 (2026-07-26), SRH Total Return Fund,'s 3-1 Month Momentum % is 1.05%.

The industry rank for SRH Total Return Fund,'s 3-1 Month Momentum % or its related term are showing as below:

STEW's 3-1 Month Momentum % is ranked better than
61.23% of 1630 companies
in the Asset Management industry
Industry Median: -1.105 vs STEW: 1.05

SRH Total Return Fund,  (NYSE:STEW) 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.


SRH Total Return Fund, 3-1 Month Momentum % Related Terms


STEW vs ETV, RQI, ETG: 3-1 Month Momentum % Comparison

For the Asset Management subindustry, SRH Total Return 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.


SRH Total Return Fund, 3-1 Month Momentum % vs Asset Management Industry

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

* The bar in red indicates where SRH Total Return Fund,'s 3-1 Month Momentum % falls into.


STEW
56GF Score
SRH Total Return Fund, Inc. STEW
3-1 Month Momentum % is just one metric. See GF Score™, valuation, warning signs, and more.
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SRH Total Return Fund,  (NYSE:STEW) 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 1.05% mean?
SRH Total Return Fund, (STEW) has a 3-1 Month Momentum % of 1.05% as of Jul. 26, 2026. 3-1 Month Momentum measures the total return of the stock from 3-month ago to 1-month ago. View historical data on SRH Total Return Fund, and its competitors. According to the industry distribution chart, SRH Total Return Fund, ranks #632 out of 1630 companies in the Asset Management industry, placing it in the top 38.8%.
Is SRH Total Return Fund,'s 3-1 Month Momentum % too high?
SRH Total Return Fund,'s current 3-1 Month Momentum % is 1.05%. Based on the distribution chart, SRH Total Return Fund, ranks #632 out of 1630 companies in the Asset Management industry, which is above the industry midpoint. Overall, SRH Total Return Fund, has a GF Score™ of 56/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does SRH Total Return Fund,'s 3-1 Month Momentum % compare to ETV and RQI?
According to the Asset Management industry distribution chart, SRH Total Return Fund, ranks #632 out of 1630 companies for 3-1 Month Momentum %. This puts SRH Total Return 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 SRH Total Return Fund, and its competitors. SRH Total Return Fund,'s current 3-1 Month Momentum % is 1.05%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is SRH Total Return Fund, stock overvalued right now?
Based on GuruFocus' analysis, SRH Total Return Fund, (STEW) is currently considered Modestly Undervalued. The stock's GF Value™ is $21.19, compared to a current price of $18.10 — trading 14.6% below its estimated fair value. The current 3-1 Month Momentum % is 1.05%. SRH Total Return Fund,'s overall GF Score™ is 56/100 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 SRH Total Return Fund, (STEW), the current 3-1 Month Momentum % is 1.05% as of Jul. 26, 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 SRH Total Return Fund, (STEW) Overvalued in 2026?

Based on GuruFocus' analysis, SRH Total Return Fund, stock appears to be undervalued. The current stock price of $18.10 is trading 14.6% below its estimated GF Value™ of $21.19. GuruFocus considers SRH Total Return Fund, to be Modestly Undervalued.

Key valuation signals for STEW:

  • 3-1 Month Momentum %: 1.05%
  • GF Value™: $21.19 vs. price of $18.10 (14.6% below fair value)
  • GF Score™: 56/100 with 4 warning signs

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


SRH Total Return Fund, Business Description

Address 1700 Broadway, Suite 2100, Denver, CO, USA, 80290
SRH Total Return Fund, Inc. is a non-diversified closed-end management investment company. The company's investment objective is to seek total returns. Its fund utilizes a bottom-up, value-driven investment process to identify securities of good quality businesses trading below estimated intrinsic value. The Funds are available as an actively-managed closed-end fund, an actively managed ETF and a passively-managed ETF.
56GF Score

Get the complete analysis for STEW

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

$18.10
Price
$21.19
GF Value