Invesco Municipal Income Stock Performance
| OIA Stock | USD 6.20 0.02 0.32% |
The company retains a Market Volatility (i.e., Beta) of 0.29, 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. At this point, Invesco Municipal Income has a negative expected return of -0.1%. Please make sure to check out Invesco Municipal's rate of daily change, and the relationship between the kurtosis and market facilitation index , to decide if Invesco Municipal Income performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Invesco Municipal Income has generated negative risk-adjusted returns adding no value to investors with long positions. Despite somewhat strong forward 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
Actual Historical Performance (%)
One Day Return 0.16 | Five Day Return 1.15 | Year To Date Return 3.17 | Ten Year Return (11.59) | All Time Return (38.20) |
Forward Dividend Yield 0.0566 | Payout Ratio | Forward Dividend Rate 0.35 | Dividend Date 2019-02-28 | Ex Dividend Date 2025-02-18 |
| Invesco Municipal dividend paid on 29th of November 2024 | 11/29/2024 |
| Invesco Municipal dividend paid on 31st of December 2024 | 12/31/2024 |
2 | Insider Trading | 01/02/2025 |
3 | Disposition of tradable shares by Schlossberg Andrew of Invesco Municipal subject to Rule 16b-3 | 01/17/2025 |
4 | Invesco Municipal Income Opportunities Trust declares 0.0291 dividend | 02/03/2025 |
5 | Disposition of tradable shares by Jones Eli of Invesco Municipal subject to Rule 16b-3 | 02/10/2025 |
6 | Disposition of 100 shares by Bank Of America Corp de of Invesco Municipal at 7.65 subject to Rule 16b-3 | 02/14/2025 |
| Begin Period Cash Flow | 3 M |
Invesco |
Invesco Municipal Relative Risk vs. Return Landscape
If you would invest 657.00 in Invesco Municipal Income on November 29, 2024 and sell it today you would lose (39.00) from holding Invesco Municipal Income or give up 5.94% of portfolio value over 90 days. Invesco Municipal Income is generating negative expected returns assuming volatility of 0.8605% on return distribution over 90 days investment horizon. In other words, 7% 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 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 stocks, 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 = -0.1162
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | OIA |
Estimated Market Risk
| 0.86 actual daily | 7 93% of assets are more volatile |
Expected Return
| -0.1 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.12 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 Stock 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 Stock performance.
| Return On Equity | 0.11 | ||||
| Return On Asset | 0.0276 | ||||
| Profit Margin | 1.53 % | ||||
| Operating Margin | 0.86 % | ||||
| Current Valuation | 407.6 M | ||||
| Shares Outstanding | 47.68 M | ||||
| Price To Earning | 158.10 X | ||||
| Price To Book | 0.95 X | ||||
| Price To Sales | 13.61 X | ||||
| Revenue | 21.23 M | ||||
| Gross Profit | 21.65 M | ||||
| EBITDA | 8.84 M | ||||
| Net Income | 21.9 M | ||||
| Cash And Equivalents | 873.44 K | ||||
| Cash Per Share | 0.02 X | ||||
| Total Debt | 140.8 M | ||||
| Debt To Equity | 0.30 % | ||||
| Current Ratio | 4.06 X | ||||
| Book Value Per Share | 6.50 X | ||||
| Cash Flow From Operations | (32.42 M) | ||||
| Earnings Per Share | 0.69 X | ||||
| Market Capitalization | 294.64 M | ||||
| Total Asset | 446.69 M | ||||
| Retained Earnings | (39.91 M) | ||||
About Invesco Municipal Performance
By analyzing Invesco Municipal's fundamental ratios, stakeholders can gain valuable insights into Invesco Municipal's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. 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.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 1.8 K | 1.9 K | |
| Return On Tangible Assets | 0.06 | 0.03 | |
| Return On Capital Employed | 0.05 | 0.05 | |
| Return On Assets | 0.06 | 0.03 | |
| Return On Equity | 0.08 | 0.04 |
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. Stock 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 | |
| Invesco Municipal Income has about 873.44 K in cash with (32.42 M) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 0.02. | |
| On 31st of December 2024 Invesco Municipal paid $ 0.0291 per share dividend to its current shareholders | |
| Latest headline from seekingalpha.com: Invesco Municipal Income Opportunities Trust declares 0.0291 dividend |
- 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 Company's leadership.
- Pay attention to analyst opinions and ratings of Invesco Municipal's stock. These opinions can provide insight into Invesco Municipal's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Invesco Stock analysis
When running Invesco Municipal's price analysis, check to measure Invesco Municipal'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 Municipal is operating at the current time. Most of Invesco Municipal's value examination focuses on studying past and present price action to predict the probability of Invesco Municipal'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 Municipal's price. Additionally, you may evaluate how the addition of Invesco Municipal to your portfolios can decrease your overall portfolio volatility.
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