WAM Strategic Value Limited

WAR · Financial Services

About WAM Strategic Value Limited (WAR)

WAM Strategic Value Limited is a Asset Management company operating in the Financial Services sector.

WAR trades on the Australian Securities Exchange and is classified as a large-cap stock .

Sector
Financial Services
Industry
Asset Management

Key Statistics

Current Price
A$1.08
Market Cap
A$194.54M
52-Week High
A$1.20
52-Week Low
A$1.06
Sector
Financial Services
Industry
Asset Management

A$1,000 Invested in WAM Strategic Value Limited (WAR)

1 Year
A$1,049
+5%
3 Years
A$1,274
+27%
5 Years
A$1,109
+11%
Since IPO
A$1,065
+7%

How much would A$1,000 invested in WAR be worth today?

What would A$1,000 invested in WAR 1 year ago be worth today?

A A$1,000 investment in WAM Strategic Value Limited (WAR) in 2025 would be worth A$1,049 as of November 2026, representing a +4.9% total return.

What would A$1,000 invested in WAR 3 years ago be worth today?

A A$1,000 investment in WAM Strategic Value Limited (WAR) in 2023 would be worth A$1,274 as of November 2026, representing a +27.4% total return.

What would A$1,000 invested in WAR 5 years ago be worth today?

A A$1,000 investment in WAM Strategic Value Limited (WAR) in 2021 would be worth A$1,109 as of November 2026, representing a +10.9% total return.

What would A$1,000 invested in WAR at IPO be worth today?

A A$1,000 investment in WAM Strategic Value Limited (WAR) at IPO would be worth A$1,065 as of November 2026, representing a +6.5% total return.

Monthly Returns Heatmap

Avg Monthly Return
+0.17%
Positive Months
31
48% of 64
Negative Months
30
47% of 64
Data Period
5+ years
64 months
Best Performers
Best month ever: Apr 2026 (+8.2%)
Best month on avg: July (+3.6%)
Worst Performers
Worst month ever: Jun 2022 (-12.6%)
Worst month on avg: June (-4.1%)

Over the past 5+ years (64 months), WAM Strategic Value Limited (WAR) has averaged a monthly return of +0.17% with a median return of +0.00%. The stock had 31 positive months (48%) and 30 negative months (47%). The best month in WAR's history was April 2026 with a +8.2% return, while the worst was June 2022 at -12.6%. Historically, July tends to be the strongest month (averaging +3.6%), and June the weakest (-4.1%).

WAR's longest winning streak was 3 consecutive months of gains, while its longest losing streak was 4 consecutive months of losses. The best full year was 2024 with a cumulative return of +13.2%, and the worst was 2022 at -15.1%.

Annual Returns

Over 5 years of trading history, WAM Strategic Value Limited (WAR) has delivered an average annual return of +2.36% with a median return of +6.63%. The compound annual growth rate (CAGR) is +1.76%. The stock posted gains in 3 years (60%) and losses in 2 years (40%).

WAR's best year was 2024 with a +13.66% gain, while the worst was 2022 at -15.73%. The longest streak of consecutive positive years was 3, and the longest losing streak was 1 years. WAR achieved double-digit gains (10%+) in 1 years. It suffered double-digit losses in 1 years.

Avg Return
+2.36%
Best Year
2024 (+13.66%)
Worst Year
2022 (-15.73%)
Positive Years
3/5
Year Return Start End
2026 -0.17% A$1.08 A$1.08
2025 +7.42% A$1.01 A$1.08
2024 +13.66% A$0.89 A$1.01
2023 +6.63% A$0.83 A$0.89
2022 -15.73% A$0.99 A$0.83

Frequently Asked Questions: WAR

What sector is WAR in? ▼

WAR operates in the Financial Services sector, specifically in the Asset Management industry. This sector includes banks, insurance companies, asset managers, and fintech companies.

How has WAR performed historically? ▼

Over 5 years of trading history, WAR has posted gains in 3 years (60% of the time). The best year was 2024 with a +13.7% return. Past performance does not guarantee future results.

How can I invest in WAR? ▼

You can invest in WAR through any brokerage account that offers access to the Australian Securities Exchange. Popular options include commission-free brokers like Fidelity, Charles Schwab, or Robinhood (US), or international brokers like Interactive Brokers. You can buy individual shares or invest through ETFs that hold WAR.

Last updated: 11/1/2026