Invesco Municipal Income Fund Manager Performance Evaluation
| XOIAX Fund | USD 6.30 0.01 0.16% |
The fund retains a Market Volatility (i.e., Beta) of 0.0504, 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.
Risk-Adjusted Performance
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Over the last 90 days Invesco Municipal Income has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Invesco Municipal is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 1.2300 |
Invesco |
Invesco Municipal Relative Risk vs. Return Landscape
If you would invest 650.00 in Invesco Municipal Income on October 21, 2024 and sell it today you would lose (20.00) from holding Invesco Municipal Income or give up 3.08% of portfolio value over 90 days. Invesco Municipal Income is currently producing negative expected returns and takes up 0.5124% volatility of returns over 90 trading days. Put another way, 4% of traded mutual funds are less volatile than Invesco, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading 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 mutual funds, such as Invesco Municipal Income, 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 = -0.0958
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| Negative Returns | XOIAX |
Estimated Market Risk
| 0.51 actual daily | 4 96% of assets are more volatile |
Expected Return
| -0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.1 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Invesco Municipal 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 Municipal by adding Invesco Municipal to a well-diversified portfolio.
Invesco Municipal Fundamentals Growth
Invesco Mutual Fund 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 Mutual Fund performance.
About Invesco Municipal Performance
Evaluating Invesco Municipal's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Invesco Municipal has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Invesco Municipal has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Invesco Municipal is entity of United States. It is traded as Fund on NMFQS exchange.Things to note about Invesco Municipal Income performance evaluation
Checking the ongoing alerts about Invesco Municipal for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Invesco Municipal Income help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Invesco Municipal generated a negative expected return over the last 90 days |
- 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 Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Invesco Municipal's mutual fund. These opinions can provide insight into Invesco Municipal's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Invesco Mutual Fund
Invesco Municipal financial ratios help investors to determine whether Invesco Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Invesco with respect to the benefits of owning Invesco Municipal security.
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