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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 (2026-08-05), Vontobel Holding AG's 3-1 Month Momentum % is 12.58%.
The industry rank for Vontobel Holding AG's 3-1 Month Momentum % or its related term are showing as below:
XSWX:VONN's 3-1 Month Momentum % is ranked better than 87.71% of 1643
companies
in the Asset Management industry
Industry Median: 0.19
vs XSWX:VONN: 12.58
Vontobel Holding AG (XSWX:VONN) 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.
Vontobel Holding AG 3-1 Month Momentum % Related Terms
XSWX:VONN vs BLK, BX, KKR: 3-1 Month Momentum % Comparison
For the Asset Management subindustry, Vontobel Holding AG'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.
Vontobel Holding AG 3-1 Month Momentum % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Vontobel Holding AG's 3-1 Month Momentum % distribution charts can be found below:
* The bar in red indicates where Vontobel Holding AG's 3-1 Month Momentum % falls into.
Vontobel Holding AG (XSWX:VONN) 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.
Vontobel Holding AG (XSWX:VONN) has a 3-1 Month Momentum % of 12.58% as of Aug. 05, 2026. 3-1 Month Momentum measures the total return of the stock from 3-month ago to 1-month ago. View historical data on Vontobel Holding AG and its competitors. According to the industry distribution chart, Vontobel Holding AG ranks #202 out of 1643 companies in the Asset Management industry, placing it in the top 12.3%.
Is Vontobel Holding AG's 3-1 Month Momentum % too high?
Vontobel Holding AG's current 3-1 Month Momentum % is 12.58%. The Asset Management industry median 3-1 Month Momentum % is 0.19. Vontobel Holding AG's value of 12.58% is 6521.1% above this industry median. Based on the distribution chart, Vontobel Holding AG ranks #202 out of 1643 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Vontobel Holding AG has a GF Score™ of 64/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Vontobel Holding AG's 3-1 Month Momentum % compare to BLK and BX?
According to the Asset Management industry distribution chart, Vontobel Holding AG ranks #202 out of 1643 companies for 3-1 Month Momentum %. This places Vontobel Holding AG in the top 12% of its industry — outperforming the majority of peers. The industry median 3-1 Month Momentum % is 0.19. Vontobel Holding AG's value of 12.58% is 6521.1% 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 0.19, based on 1,643 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. Vontobel Holding AG's current 3-1 Month Momentum % of 12.58% is 6521.1% 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 Vontobel Holding AG and its competitors. For the Asset Management industry, the median 3-1 Month Momentum % is 0.19 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Vontobel Holding AG's current 3-1 Month Momentum % is 12.58%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Vontobel Holding AG stock overvalued right now?
Based on GuruFocus' analysis, Vontobel Holding AG (XSWX:VONN) is currently considered Modestly Overvalued. The stock's GF Value™ is CHF66.89, compared to a current price of CHF86.50 — trading 29.3% above its estimated fair value. The current 3-1 Month Momentum % is 12.58% and 6521.1% above the Asset Management industry median of 0.19. Vontobel Holding AG's overall GF Score™ is 64/100 with 7 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 Vontobel Holding AG (XSWX:VONN), the current 3-1 Month Momentum % is 12.58% as of Aug. 05, 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 Vontobel Holding AG (XSWX:VONN) Overvalued in 2026?
Based on GuruFocus' analysis, Vontobel Holding AG stock appears to be overvalued.
The current stock price of CHF86.50 is trading 29.3% above its estimated GF Value™ of CHF66.89.
GuruFocus considers Vontobel Holding AG to be Modestly Overvalued.
Key valuation signals for XSWX:VONN:
3-1 Month Momentum %: 12.58%
GF Value™: CHF66.89 vs. price of CHF86.50 (29.3% above fair value)
Industry Position: 6521.1% above the Asset Management median (#202 of 1643)
No single metric tells the full story. See the XSWX:VONN stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Vontobel Holding AG specializes in asset management, wealth management, and digital investing services. It operates through two business segments: The Institutional Clients: This segment focuses on sovereign wealth funds, pension funds, insurance companies as well as banks and other intermediary distribution partners. ii) The Private Clients: This segment serves wealthy private clients (including UHNWIs), family offices, external asset managers and other partners with a wide range of services, including the offering of structured solutions. The majority of the company's revenue is derived from its private clients segment.
64GF Score
Get the complete analysis for XSWX:VONN
3-1 Month Momentum % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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