Invesco California Value Stock Performance
| VCV Stock | USD 10.81 0.01 0.09% |
Invesco California has a performance score of 4 on a scale of 0 to 100. The company retains a Market Volatility (i.e., Beta) of 0.16, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Invesco California's returns are expected to increase less than the market. However, during the bear market, the loss of holding Invesco California is expected to be smaller as well. Invesco California Value right now retains a risk of 0.91%. Please check out Invesco California treynor ratio, expected short fall, as well as the relationship between the Expected Short fall and day median price , to decide if Invesco California will be following its current trending patterns.
Risk-Adjusted Performance
4 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Invesco California Value are ranked lower than 4 (%) of all global equities and portfolios over the last 90 days. In spite of fairly stable fundamental indicators, Invesco California is not utilizing all of its potentials. The latest stock price fuss, may contribute to near-short-term losses for the sophisticated investors. ...more
Actual Historical Performance (%)
One Day Return 0.14 | Five Day Return (3.05) | Year To Date Return (2.88) | Ten Year Return (18.17) | All Time Return (25.45) |
Forward Dividend Yield 0.0714 | Payout Ratio | Forward Dividend Rate 0.78 | Dividend Date 2019-02-28 | Ex Dividend Date 2025-01-17 |
| Invesco California dividend paid on 31st of October 2024 | 10/31/2024 |
1 | Politics, central banks, and what matters most to markets - Invesco | 11/12/2024 |
| Invesco California dividend paid on 29th of November 2024 | 11/29/2024 |
2 | Above the Noise Red wave, tariff uncertainty, and government spending - Invesco | 12/02/2024 |
| Invesco California dividend paid on 31st of December 2024 | 12/31/2024 |
3 | Insider Trading | 01/02/2025 |
4 | Invesco Mortgage Capital Too Risky To Touch - Seeking Alpha | 01/06/2025 |
5 | Disposition of 200 shares by Bank Of America Corp de of Invesco California at 12.05 subject to Rule 16b-3 | 01/16/2025 |
6 | Cypress Wealth Services LLC Purchases Shares of 65,608 Invesco California Value Municipal Income Trust | 01/17/2025 |
| Begin Period Cash Flow | 59 M |
Invesco |
Invesco California Relative Risk vs. Return Landscape
If you would invest 1,048 in Invesco California Value on October 20, 2024 and sell it today you would earn a total of 33.00 from holding Invesco California Value or generate 3.15% return on investment over 90 days. Invesco California Value is generating 0.0541% of daily returns assuming volatility of 0.9141% on return distribution over 90 days investment horizon. In other words, 8% 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 California Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Invesco California's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Invesco California Value, and traders can use it to determine the average amount a Invesco California'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 = 0.0592
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Estimated Market Risk
| 0.91 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.06 actual daily | 4 96% of assets perform better |
Based on monthly moving average Invesco California is performing at about 4% 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 California by adding it to a well-diversified portfolio.
Invesco California Fundamentals Growth
Invesco Stock prices reflect investors' perceptions of the future prospects and financial health of Invesco California, and Invesco California 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 | 0.0956 | ||||
| Return On Asset | 0.0235 | ||||
| Profit Margin | 1.32 % | ||||
| Operating Margin | 0.85 % | ||||
| Current Valuation | 750.83 M | ||||
| Shares Outstanding | 47.89 M | ||||
| Price To Earning | 21.65 X | ||||
| Price To Book | 0.96 X | ||||
| Price To Sales | 13.58 X | ||||
| Revenue | 38.82 M | ||||
| Gross Profit | 38.29 M | ||||
| EBITDA | 59.04 M | ||||
| Net Income | 44.03 M | ||||
| Cash And Equivalents | 2.61 M | ||||
| Cash Per Share | 0.05 X | ||||
| Total Debt | 329.48 M | ||||
| Debt To Equity | 0.61 % | ||||
| Current Ratio | 1.32 X | ||||
| Book Value Per Share | 11.35 X | ||||
| Cash Flow From Operations | 47.24 M | ||||
| Earnings Per Share | 1.05 X | ||||
| Market Capitalization | 520.09 M | ||||
| Total Asset | 874.94 M | ||||
| Retained Earnings | (33.81 M) | ||||
About Invesco California Performance
Evaluating Invesco California's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Invesco California 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 California 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.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 6.2 K | 9.2 K | |
| Return On Tangible Assets | 0.06 | 0.06 | |
| Return On Capital Employed | 0.03 | 0.02 | |
| Return On Assets | 0.06 | 0.06 | |
| Return On Equity | 0.09 | 0.10 |
Things to note about Invesco California Value performance evaluation
Checking the ongoing alerts about Invesco California for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Invesco California Value help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| On 31st of December 2024 Invesco California paid $ 0.0646 per share dividend to its current shareholders | |
| Latest headline from thelincolnianonline.com: Cypress Wealth Services LLC Purchases Shares of 65,608 Invesco California Value Municipal Income Trust |
- Analyzing Invesco California'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 California's stock is overvalued or undervalued compared to its peers.
- Examining Invesco California'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 California's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Invesco California's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Invesco California's stock. These opinions can provide insight into Invesco California's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Invesco Stock Analysis
When running Invesco California's price analysis, check to measure Invesco California'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 California is operating at the current time. Most of Invesco California's value examination focuses on studying past and present price action to predict the probability of Invesco California'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 California's price. Additionally, you may evaluate how the addition of Invesco California to your portfolios can decrease your overall portfolio volatility.