Invesco Trust For Stock Performance
| VTN Stock | USD 11.47 0.00 0.00% |
Invesco Trust has a performance score of 17 on a scale of 0 to 100. The company retains a Market Volatility (i.e., Beta) of 0.0267, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Invesco Trust's returns are expected to increase less than the market. However, during the bear market, the loss of holding Invesco Trust is expected to be smaller as well. Invesco Trust For right now retains a risk of 0.48%. Please check out Invesco Trust treynor ratio, expected short fall, as well as the relationship between the Expected Short fall and day typical price , to decide if Invesco Trust will be following its current trending patterns.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Invesco Trust For are ranked lower than 17 (%) of all global equities and portfolios over the last 90 days. In spite of very weak basic indicators, Invesco Trust may actually be approaching a critical reversion point that can send shares even higher in March 2026. ...more
Actual Historical Performance (%)
One Day Return 0.35 | Five Day Return 0.35 | Year To Date Return 0.26 | Ten Year Return (23.77) | All Time Return (21.97) |
Forward Dividend Yield 0.0714 | Payout Ratio | Forward Dividend Rate 0.82 | Dividend Date 2019-02-28 | Ex Dividend Date 2026-01-15 |
1 | FineMark National Bank Trust Purchases 3,198 Shares of Invesco QQQ QQQ - MarketBeat | 11/19/2025 |
| Invesco Trust dividend paid on 28th of November 2025 | 11/28/2025 |
3 | Will Invesco Quality Municipal Income Trust stock profit from fiscal stimulus - Short Setup Advanced Technical Analysis Signals - Newser | 12/04/2025 |
4 | Panic Selling How interest rate cuts could boost Invesco CurrencyShares Japanese Yen Trust stock - 2025 Price Momentum Trade Opportunity Analysis - moha.gov.vn | 12/12/2025 |
| Invesco Trust dividend paid on 31st of December 2025 | 12/31/2025 |
5 | Weekly Earnings Is Invesco Municipal Trust stock at risk of policy regulation - 2025 Market WrapUp Accurate EntryExit Alerts - moha.gov.vn | 01/02/2026 |
6 | QQQ Stock Price, Forecast Analysis INVESCO QQQ TRUST SERIES 1 - Chartmill | 01/16/2026 |
7 | What are Invesco Trust for Investment Grade New York Municipalss recent SEC filings showing - 2025 Analyst Calls Community Consensus Trade Alerts - mfd.ru | 01/26/2026 |
Invesco Trust Relative Risk vs. Return Landscape
If you would invest 1,075 in Invesco Trust For on November 1, 2025 and sell it today you would earn a total of 71.50 from holding Invesco Trust For or generate 6.65% return on investment over 90 days. Invesco Trust For is generating 0.1067% of daily returns assuming volatility of 0.4756% on return distribution over 90 days investment horizon. In other words, 4% of stocks are less volatile than Invesco, and above 98% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Invesco Trust Target Price Odds to finish over Current Price
The tendency of Invesco Stock price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 11.47 | 90 days | 11.47 | about 23.9 |
Based on a normal probability distribution, the odds of Invesco Trust to move above the current price in 90 days from now is about 23.9 (This Invesco Trust For probability density function shows the probability of Invesco Stock to fall within a particular range of prices over 90 days) .
Considering the 90-day investment horizon Invesco Trust has a beta of 0.0267. This entails as returns on the market go up, Invesco Trust average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Invesco Trust For will be expected to be much smaller as well. Additionally Invesco Trust For has an alpha of 0.1037, implying that it can generate a 0.1 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Invesco Trust Price Density |
| Price |
Predictive Modules for Invesco Trust
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Invesco Trust For. Regardless of method or technology, however, to accurately forecast the stock market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the stock market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Invesco Trust's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Invesco Trust Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Invesco Trust is not an exception. The market had few large corrections towards the Invesco Trust's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Invesco Trust For, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Invesco Trust within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.10 | |
β | Beta against Dow Jones | 0.03 | |
σ | Overall volatility | 0.31 | |
Ir | Information ratio | 0.11 |
Invesco Trust Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Invesco Trust for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Invesco Trust For can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| On 31st of December 2025 Invesco Trust paid $ 0.0685 per share dividend to its current shareholders | |
| Latest headline from news.google.com: What are Invesco Trust for Investment Grade New York Municipalss recent SEC filings showing - 2025 Analyst Calls Community Consensus Trade Alerts - mfd.ru |
Invesco Trust Fundamentals Growth
Invesco Stock prices reflect investors' perceptions of the future prospects and financial health of Invesco Trust, and Invesco Trust 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 | -0.0636 | |||
| Return On Asset | 0.0238 | |||
| Profit Margin | (0.93) % | |||
| Operating Margin | 0.88 % | |||
| Current Valuation | 346.62 M | |||
| Shares Outstanding | 14.61 M | |||
| Price To Earning | 477.50 X | |||
| Price To Book | 1.11 X | |||
| Price To Sales | 12.81 X | |||
| Revenue | 15.01 M | |||
| Gross Profit | 13.13 M | |||
| EBITDA | 5.85 M | |||
| Net Income | 5.85 M | |||
| Cash And Equivalents | 1.13 M | |||
| Cash Per Share | 0.06 X | |||
| Total Debt | 41.14 M | |||
| Debt To Equity | 0.56 % | |||
| Current Ratio | 25.23 X | |||
| Book Value Per Share | 10.36 X | |||
| Cash Flow From Operations | 112.3 M | |||
| Earnings Per Share | (0.86) X | |||
| Market Capitalization | 168.22 M | |||
| Total Asset | 259.49 M | |||
| Retained Earnings | (28.92 M) | |||
About Invesco Trust Performance
By examining Invesco Trust's fundamental ratios, stakeholders can obtain critical insights into Invesco Trust'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 Trust 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.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 3.1 K | 2.7 K | |
| Return On Tangible Assets | 0.03 | 0.02 | |
| Return On Capital Employed | 0.04 | 0.03 | |
| Return On Assets | 0.03 | 0.02 | |
| Return On Equity | 0.04 | 0.03 |
Things to note about Invesco Trust For performance evaluation
Checking the ongoing alerts about Invesco Trust for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Invesco Trust For 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 2025 Invesco Trust paid $ 0.0685 per share dividend to its current shareholders | |
| Latest headline from news.google.com: What are Invesco Trust for Investment Grade New York Municipalss recent SEC filings showing - 2025 Analyst Calls Community Consensus Trade Alerts - mfd.ru |
- Analyzing Invesco Trust'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 Trust's stock is overvalued or undervalued compared to its peers.
- Examining Invesco Trust'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 Trust's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Invesco Trust's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Invesco Trust's stock. These opinions can provide insight into Invesco Trust'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 Trust For. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in population. You can also try the Portfolio Suggestion module to get suggestions outside of your existing asset allocation including your own model portfolios.
Will Asset Management & Custody Banks sector continue expanding? Could Invesco diversify its offerings? Factors like these will boost the valuation of Invesco Trust. If investors know Invesco will grow in the future, the company's valuation will be higher. Accurate valuation requires analyzing both current fundamentals and future growth trajectories. Every Invesco Trust data point contributes insight, yet successful analysis hinges on identifying the most consequential variables.
Quarterly Earnings Growth (0.92) | Dividend Share 0.824 | Earnings Share (0.86) | Revenue Per Share | Quarterly Revenue Growth (0.23) |
The market value of Invesco Trust For 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 Trust's value that differs from its market value or its book value, called intrinsic value, which is Invesco Trust's true underlying value. Seasoned market participants apply comprehensive analytical frameworks to derive fundamental worth and identify mispriced opportunities. Because Invesco Trust's market value can be influenced by many factors that don't directly affect Invesco Trust'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 Trust's value and its price as these two are different measures arrived at by different means. Investors typically determine if Invesco Trust is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. Meanwhile, Invesco Trust's quoted price indicates the marketplace figure where supply meets demand through bilateral consent.