Helios Fairfax Partners (STU:3UD) 3-1 Month Momentum %: 27.78% (As of Aug. 26, 2026)

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STU:3UD Helios Fairfax Partners Corp STU:3UD
33 GF Score
Price €1.65
! 2 Warning Signs
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What is Helios Fairfax Partners 3-1 Month Momentum %?

Helios Fairfax Partners STU:3UD +0.61% 33 3-1 Month Momentum % is 27.78% as of Aug. 26, 2026. GuruFocus rates STU:3UD with a GF Score™ of 33/100. The stock has 2 warning signs investors should review. Among 1,632 Asset Management companies, Helios Fairfax Partners ranks better than 94.98% 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 (2026-08-26), Helios Fairfax Partners's 3-1 Month Momentum % is 27.78%.

The industry rank for Helios Fairfax Partners's 3-1 Month Momentum % or its related term are showing as below:

STU:3UD's 3-1 Month Momentum % is ranked better than
94.98% of 1632 companies
in the Asset Management industry
Industry Median: -1.08 vs STU:3UD: 27.78

Helios Fairfax Partners  (STU:3UD) 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.

Helios Fairfax Partners 3-1 Month Momentum % Related Terms

STU:3UD vs BLK, BX, KKR: 3-1 Month Momentum % Comparison

For the Asset Management subindustry, Helios Fairfax Partners'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.

Helios Fairfax Partners 3-1 Month Momentum % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Helios Fairfax Partners's 3-1 Month Momentum % distribution charts can be found below:

* The bar in red indicates where Helios Fairfax Partners's 3-1 Month Momentum % falls into.


STU:3UD
33GF Score
Helios Fairfax Partners Corp STU:3UD
3-1 Month Momentum % is just one metric. See GF Score™, valuation, warning signs, and more.
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Helios Fairfax Partners  (STU:3UD) 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 27.78% mean?
Helios Fairfax Partners (STU:3UD) has a 3-1 Month Momentum % of 27.78% as of Aug. 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 Helios Fairfax Partners and its competitors. According to the industry distribution chart, Helios Fairfax Partners ranks #82 out of 1632 companies in the Asset Management industry, placing it in the top 5%.
Is Helios Fairfax Partners' 3-1 Month Momentum % too high?
Helios Fairfax Partners' current 3-1 Month Momentum % is 27.78%. Based on the distribution chart, Helios Fairfax Partners ranks #82 out of 1632 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Helios Fairfax Partners has a GF Score™ of 33/100, reflecting its overall financial health beyond just this single metric.
How does Helios Fairfax Partners' 3-1 Month Momentum % compare to BLK and BX?
According to the Asset Management industry distribution chart, Helios Fairfax Partners ranks #82 out of 1632 companies for 3-1 Month Momentum %. This places Helios Fairfax Partners in the top 5% 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 Helios Fairfax Partners and its competitors. Helios Fairfax Partners's current 3-1 Month Momentum % is 27.78%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Helios Fairfax Partners stock overvalued right now?
Helios Fairfax Partners (STU:3UD) has a current 3-1 Month Momentum % of 27.78%. The current 3-1 Month Momentum % is 27.78%. Helios Fairfax Partners' overall GF Score™ is 33/100 with 2 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 Helios Fairfax Partners (STU:3UD), the current 3-1 Month Momentum % is 27.78% as of Aug. 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.

Helios Fairfax Partners Business Description

Address 200 Bay Street, Suite 1301, Royal Bank Plaza, South Tower, Toronto, ON, CAN, M5J 2J2
Helios Fairfax Partners Corp is an investment holding company whose investment objective is to achieve long-term capital appreciation while preserving capital, by investing in public and private equity securities and debt instruments in Africa and African businesses. The company is also engaged in property and casualty insurance and reinsurance business. It is engaged in a single geographic and business segment, that of investing in Africa and Portfolio Investments.
33GF Score

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

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