Invesco Value Municipal Stock Performance
| IIM Stock | USD 12.37 0.01 0.08% |
The company retains a Market Volatility (i.e., Beta) of 0.0133, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Invesco Value's returns are expected to increase less than the market. However, during the bear market, the loss of holding Invesco Value is expected to be smaller as well. At this point, Invesco Value Municipal has a negative expected return of -0.0189%. Please make sure to check out Invesco Value's maximum drawdown, accumulation distribution, as well as the relationship between the Accumulation Distribution and market facilitation index , to decide if Invesco Value Municipal performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
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Over the last 90 days Invesco Value Municipal has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of very healthy forward indicators, Invesco Value is not utilizing all of its potentials. The current stock price disarray, may contribute to short-term losses for the investors. ...more
| Invesco Value dividend paid on 30th of September 2024 | 09/30/2024 |
| Invesco Value dividend paid on 31st of October 2024 | 10/31/2024 |
| Begin Period Cash Flow | 140.8 M |
Invesco |
Invesco Value Relative Risk vs. Return Landscape
If you would invest 1,253 in Invesco Value Municipal on August 29, 2024 and sell it today you would lose (16.00) from holding Invesco Value Municipal or give up 1.28% of portfolio value over 90 days. Invesco Value Municipal is generating negative expected returns assuming volatility of 0.4916% on return distribution over 90 days investment horizon. In other words, 4% 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 Value Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Invesco Value's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Invesco Value Municipal, and traders can use it to determine the average amount a Invesco Value'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 = -0.0384
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Estimated Market Risk
| 0.49 actual daily | 4 96% of assets are more volatile |
Expected Return
| -0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.04 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Invesco Value is not performing at its full potential. However, 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 Value by adding Invesco Value to a well-diversified portfolio.
Invesco Value Fundamentals Growth
Invesco Stock prices reflect investors' perceptions of the future prospects and financial health of Invesco Value, and Invesco Value 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 | 0.0879 | |||
| Return On Asset | 0.0252 | |||
| Profit Margin | 1.24 % | |||
| Operating Margin | 0.87 % | |||
| Current Valuation | 833.18 M | |||
| Shares Outstanding | 47.07 M | |||
| Price To Earning | 28.92 X | |||
| Price To Book | 0.91 X | |||
| Price To Sales | 13.14 X | |||
| Revenue | 44.6 M | |||
| EBITDA | 21.42 M | |||
| Cash And Equivalents | 3.47 M | |||
| Cash Per Share | 0.07 X | |||
| Total Debt | 310.54 M | |||
| Debt To Equity | 0.62 % | |||
| Book Value Per Share | 13.54 X | |||
| Cash Flow From Operations | 19.88 M | |||
| Earnings Per Share | 1.17 X | |||
| Total Asset | 956.19 M | |||
| Retained Earnings | (39.49 M) | |||
About Invesco Value Performance
By examining Invesco Value's fundamental ratios, stakeholders can obtain critical insights into Invesco Value's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that Invesco Value is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
Invesco Value Municipal Income Trust is a closed-ended fixed income mutual fund launched by Invesco Ltd. Invesco Value Municipal Income Trust was formed on February 26, 1993 and is domiciled in the United States. Invesco Insured operates under Asset Management classification in the United States and is traded on New York Stock Exchange.Things to note about Invesco Value Municipal performance evaluation
Checking the ongoing alerts about Invesco Value for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Invesco Value Municipal help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Invesco Value generated a negative expected return over the last 90 days | |
| On 31st of October 2024 Invesco Value paid $ 0.0771 per share dividend to its current shareholders |
- Analyzing Invesco Value'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 Value's stock is overvalued or undervalued compared to its peers.
- Examining Invesco Value'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 Value's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Invesco Value's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Invesco Value's stock. These opinions can provide insight into Invesco Value's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Invesco Value Municipal. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Portfolio Dashboard module to portfolio dashboard that provides centralized access to all your investments.
Is Stock space 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 Value. 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 Value listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
The market value of Invesco Value Municipal 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 Value's value that differs from its market value or its book value, called intrinsic value, which is Invesco Value'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 Value's market value can be influenced by many factors that don't directly affect Invesco Value'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 Value's value and its price as these two are different measures arrived at by different means. Investors typically determine if Invesco Value is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Invesco Value'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.