Invesco California has a performance score of 7 on a scale of 0 to 100. The company retains a Market Volatility (i.e., Beta) of 0.17, 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 0.85%. 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.
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Compared to the overall equity markets, risk-adjusted returns on investments in Invesco California Value are ranked lower than 7 (%) 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 recent stock price fuss, may contribute to near-short-term losses for the sophisticated investors. ...more
Invesco California Relative Risk vs. Return Landscape
If you would invest 1,026 in Invesco California Value on September 20, 2025 and sell it today you would earn a total of 55.00 from holding Invesco California Value or generate 5.36% return on investment over 90 days. Invesco California Value is generating 0.0852% of daily returns assuming volatility of 0.8465% 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.
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Considering the 90-day investment horizon Invesco California is expected to generate 1.19 times more return on investment than the market. However, the company is 1.19 times more volatile than its market benchmark. It trades about 0.1 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.09 per unit of 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 = 0.1006
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Based on monthly moving average Invesco California is performing at about 7% 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.
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.
Invesco California Value Municipal Income Trust is a closed-ended fixed income mutual fund launched by Invesco Ltd. Invesco California Value Municipal Income Trust was formed on April 30, 1993 and is domiciled in the United States. Invesco California operates under Asset Management classification in the United States and is traded on New York Stock Exchange.
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.
Invesco California has a strongfinancial position based on the latest SEC filings
Evaluating Invesco California's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Invesco California's stock performance include:
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.
It's essential to remember that evaluating Invesco California's stock performance is not an exact science, and many factors can impact Invesco California's stock market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.
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.