Invesco Municipal Trust Stock Performance
| VKQ Stock | USD 9.49 0.01 0.11% |
Invesco Municipal has a performance score of 2 on a scale of 0 to 100. The company retains a Market Volatility (i.e., Beta) of 0.14, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Invesco Municipal's returns are expected to increase less than the market. However, during the bear market, the loss of holding Invesco Municipal is expected to be smaller as well. Invesco Municipal Trust right now retains a risk of 0.59%. Please check out Invesco Municipal treynor ratio, expected short fall, as well as the relationship between the Expected Short fall and day median price , to decide if Invesco Municipal will be following its current trending patterns.
Risk-Adjusted Performance
2 of 100
Weak | Strong |
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Invesco Municipal Trust are ranked lower than 2 (%) of all global equities and portfolios over the last 90 days. Even with relatively invariable forward-looking signals, Invesco Municipal is not utilizing all of its potentials. The latest stock price agitation, may contribute to short-term losses for the retail investors. ...more
Actual Historical Performance (%)
One Day Return 0.11 | Five Day Return 1.39 | Year To Date Return (0.42) | Ten Year Return (23.45) | All Time Return (36.16) |
Forward Dividend Yield 0.0499 | Forward Dividend Rate 0.47 | Dividend Date 2019-02-28 | Ex Dividend Date 2024-05-15 |
1 | Investment Analysis and Advice - Stock Traders Daily | 02/13/2024 |
2 | Invesco Municipal Opportunity Trust Stock Position Lowered by Robinson Capital Management LLC - MarketBeat | 02/27/2024 |
| Invesco Municipal dividend paid on 29th of February 2024 | 02/29/2024 |
3 | How Will the Market React to Invesco Municipal Income Opp Trust Stock Getting a Bullish Rating - InvestorsObserver | 03/11/2024 |
| Invesco Municipal dividend paid on 28th of March 2024 | 03/28/2024 |
4 | Invesco Municipal Trust declares 0.0391 dividend | 04/01/2024 |
5 | Invesco Municipal Trust Sees Significant Growth in Short Interest - MarketBeat | 04/10/2024 |
6 | Disposition of tradable shares by Martin Flanagan of Invesco Municipal subject to Rule 16b-3 | 04/12/2024 |
7 | Insider Buying Invesco Pennsylvania Value Municipal Income Trust Major Shareholder Buys 13333 ... - Defense World | 04/16/2024 |
8 | When the Price of Talks, People Listen - Stock Traders Daily | 04/25/2024 |
| Invesco Municipal dividend paid on 30th of April 2024 | 04/30/2024 |
9 | Invesco Advisers Announces Portfolio Management Changes for Invesco Municipal Closed-End Funds - The Globe and Mail | 05/01/2024 |
10 | Disposition of tradable shares by Dukes Laura Allison of Invesco Municipal subject to Rule 16b-3 | 05/02/2024 |
| Begin Period Cash Flow | 13.8 M |
Invesco |
Invesco Municipal Relative Risk vs. Return Landscape
If you would invest 939.00 in Invesco Municipal Trust on February 7, 2024 and sell it today you would earn a total of 10.00 from holding Invesco Municipal Trust or generate 1.06% return on investment over 90 days. Invesco Municipal Trust is generating 0.0185% of daily returns assuming volatility of 0.5867% on return distribution over 90 days investment horizon. In other words, 5% of stocks are less volatile than Invesco, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Invesco Municipal Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Invesco Municipal's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Invesco Municipal Trust, and traders can use it to determine the average amount a Invesco Municipal's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0316
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | VKQ |
Estimated Market Risk
| 0.59 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.03 actual daily | 2 98% of assets perform better |
Based on monthly moving average Invesco Municipal is performing at about 2% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Invesco Municipal by adding it to a well-diversified portfolio.
Invesco Municipal Fundamentals Growth
Invesco Stock prices reflect investors' perceptions of the future prospects and financial health of Invesco Municipal, and Invesco Municipal fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Invesco Stock performance.
| Return On Equity | 0.0018 | ||||
| Return On Asset | 0.0242 | ||||
| Profit Margin | 0.02 % | ||||
| Operating Margin | 0.87 % | ||||
| Current Valuation | 841.55 M | ||||
| Shares Outstanding | 55.34 M | ||||
| Price To Earning | 33.59 X | ||||
| Price To Book | 0.88 X | ||||
| Price To Sales | 11.65 X | ||||
| Revenue | 32.58 M | ||||
| Gross Profit | 44.09 M | ||||
| EBITDA | 61.34 M | ||||
| Net Income | 47.08 M | ||||
| Cash And Equivalents | 2.65 M | ||||
| Cash Per Share | 0.05 X | ||||
| Total Debt | 299.23 M | ||||
| Debt To Equity | 0.64 % | ||||
| Current Ratio | 1.72 X | ||||
| Book Value Per Share | 10.58 X | ||||
| Cash Flow From Operations | 22.47 M | ||||
| Earnings Per Share | 0.02 X | ||||
| Market Capitalization | 525.13 M | ||||
| Total Asset | 919.23 M | ||||
| Retained Earnings | (84.01 M) | ||||
About Invesco Municipal Performance
To evaluate Invesco Municipal Trust Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Invesco Municipal generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Invesco Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Invesco Municipal Trust market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Invesco's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 973.46 | 1,022 | |
| Return On Tangible Assets | 0.05 | 0.05 | |
| Return On Capital Employed | 0.07 | 0.07 | |
| Return On Assets | 0.05 | 0.05 | |
| Return On Equity | 0.08 | 0.08 |
Things to note about Invesco Municipal Trust performance evaluation
Checking the ongoing alerts about Invesco Municipal for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Invesco Municipal Trust help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Invesco Municipal is unlikely to experience financial distress in the next 2 years | |
| Invesco Municipal has a strong financial position based on the latest SEC filings | |
| On 30th of April 2024 Invesco Municipal paid $ 0.0391 per share dividend to its current shareholders | |
| Latest headline from news.google.com: Invesco Advisers Announces Portfolio Management Changes for Invesco Municipal Closed-End Funds - The Globe and Mail |
- Analyzing Invesco Municipal's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Invesco Municipal's stock is overvalued or undervalued compared to its peers.
- Examining Invesco Municipal's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Invesco Municipal's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Invesco Municipal's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Invesco Municipal's stock. These opinions can provide insight into Invesco Municipal's potential for growth and whether the stock is currently undervalued or overvalued.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Invesco Municipal Trust. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in industry. You can also try the Idea Analyzer module to analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas.
Complementary Tools for Invesco Stock analysis
When running Invesco Municipal's price analysis, check to measure Invesco Municipal's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Invesco Municipal is operating at the current time. Most of Invesco Municipal's value examination focuses on studying past and present price action to predict the probability of Invesco Municipal's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Invesco Municipal's price. Additionally, you may evaluate how the addition of Invesco Municipal to your portfolios can decrease your overall portfolio volatility.
| Portfolio Manager State of the art Portfolio Manager to monitor and improve performance of your invested capital | |
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
| Sign In To Macroaxis Sign in to explore Macroaxis' wealth optimization platform and fintech modules | |
| Money Managers Screen money managers from public funds and ETFs managed around the world |
Is Invesco Municipal's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Invesco Municipal. If investors know Invesco will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Invesco Municipal listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.30) | Dividend Share 0.483 | Earnings Share 0.02 | Revenue Per Share 0.796 | Quarterly Revenue Growth 0.009 |
The market value of Invesco Municipal Trust is measured differently than its book value, which is the value of Invesco that is recorded on the company's balance sheet. Investors also form their own opinion of Invesco Municipal's value that differs from its market value or its book value, called intrinsic value, which is Invesco Municipal's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Invesco Municipal's market value can be influenced by many factors that don't directly affect Invesco Municipal's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Invesco Municipal's value and its price as these two are different measures arrived at by different means. Investors typically determine if Invesco Municipal is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Invesco Municipal's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.