Invesco Municipal Income Fund Ten Year Return
VMIIX Fund | USD 12.05 0.01 0.08% |
Invesco Municipal Income fundamentals help investors to digest information that contributes to Invesco Municipal's financial success or failures. It also enables traders to predict the movement of Invesco Mutual Fund. The fundamental analysis module provides a way to measure Invesco Municipal's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Invesco Municipal mutual fund.
Invesco |
Invesco Municipal Income Mutual Fund Ten Year Return Analysis
Invesco Municipal's Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
More About Ten Year Return | All Equity Analysis
Ten Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Invesco Municipal Ten Year Return | 4.27 % |
Most of Invesco Municipal's fundamental indicators, such as Ten Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Invesco Municipal Income is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
Competition |
Based on the latest financial disclosure, Invesco Municipal Income has a Ten Year Return of 4.27%. This is much higher than that of the Invesco family and significantly higher than that of the Muni National Long category. The ten year return for all United States funds is 138.55% lower than that of the firm.
Invesco Ten Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Invesco Municipal's direct or indirect competition against its Ten Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Invesco Municipal could also be used in its relative valuation, which is a method of valuing Invesco Municipal by comparing valuation metrics of similar companies.Invesco Municipal is currently under evaluation in ten year return among similar funds.
Fund Asset Allocation for Invesco Municipal
The fund invests most of its asset under management in bonds or other fixed income securities. .Asset allocation divides Invesco Municipal's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Invesco Fundamentals
Total Asset | 3.82 B | |||
Annual Yield | 0 % | |||
Year To Date Return | 3.27 % | |||
One Year Return | 8.60 % | |||
Three Year Return | (0.66) % | |||
Five Year Return | 1.37 % | |||
Ten Year Return | 4.27 % | |||
Net Asset | 2.83 B | |||
Minimum Initial Investment | 1 K | |||
Last Dividend Paid | 0.04 | |||
Bond Positions Weight | 99.99 % |
About Invesco Municipal Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Invesco Municipal Income's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Invesco Municipal using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Invesco Municipal Income based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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.
Investing Opportunities Build portfolios using our predefined set of ideas and optimize them against your investing preferences | |
Portfolio Comparator Compare the composition, asset allocations and performance of any two portfolios in your account | |
Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities |