Invesco Quality Municipal Stock Performance
| IQI Stock | USD 10.05 0.07 0.70% |
Invesco Quality has a performance score of 3 on a scale of 0 to 100. The company retains a Market Volatility (i.e., Beta) of 0.18, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Invesco Quality's returns are expected to increase less than the market. However, during the bear market, the loss of holding Invesco Quality is expected to be smaller as well. Invesco Quality Municipal right now retains a risk of 0.5%. Please check out Invesco Quality potential upside, as well as the relationship between the kurtosis and day typical price , to decide if Invesco Quality will be following its current trending patterns.
Risk-Adjusted Performance
3 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Invesco Quality Municipal are ranked lower than 3 (%) of all global equities and portfolios over the last 90 days. Despite fairly strong basic indicators, Invesco Quality is not utilizing all of its potentials. The recent stock price confusion, may contribute to short-horizon losses for the traders. ...more
Actual Historical Performance (%)
One Day Return 1.59 | Five Day Return 2.2 | Year To Date Return 6.8 | Ten Year Return (16.65) | All Time Return (31.93) |
Forward Dividend Yield 0.0742 | Payout Ratio 0.5624 | Forward Dividend Rate 0.76 | Dividend Date 2019-02-28 | Ex Dividend Date 2024-11-15 |
1 | When Moves Investors should Listen - Stock Traders Daily | 09/20/2024 |
| Invesco Quality dividend paid on 30th of September 2024 | 09/30/2024 |
| Invesco Quality dividend paid on 31st of October 2024 | 10/31/2024 |
| Begin Period Cash Flow | 8.6 M |
Invesco |
Invesco Quality Relative Risk vs. Return Landscape
If you would invest 992.00 in Invesco Quality Municipal on August 30, 2024 and sell it today you would earn a total of 13.00 from holding Invesco Quality Municipal or generate 1.31% return on investment over 90 days. Invesco Quality Municipal is generating 0.0219% of daily returns assuming volatility of 0.5029% on return distribution over 90 days investment horizon. In other words, 4% 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 Quality Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Invesco Quality's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Invesco Quality Municipal, and traders can use it to determine the average amount a Invesco Quality'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 = 0.0436
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| Negative Returns | IQI |
Estimated Market Risk
| 0.5 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.04 actual daily | 3 97% of assets perform better |
Based on monthly moving average Invesco Quality is performing at about 3% 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 Quality by adding it to a well-diversified portfolio.
Invesco Quality Fundamentals Growth
Invesco Stock prices reflect investors' perceptions of the future prospects and financial health of Invesco Quality, and Invesco Quality 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 | 0.0912 | ||||
| Return On Asset | 0.0253 | ||||
| Profit Margin | 1.28 % | ||||
| Operating Margin | 0.87 % | ||||
| Current Valuation | 811.43 M | ||||
| Shares Outstanding | 52.88 M | ||||
| Price To Earning | 27.68 X | ||||
| Price To Book | 0.92 X | ||||
| Price To Sales | 13.22 X | ||||
| Revenue | 45.14 M | ||||
| Gross Profit | 41.38 M | ||||
| EBITDA | 57.49 M | ||||
| Net Income | 44.74 M | ||||
| Cash And Equivalents | 247.64 K | ||||
| Total Debt | 287.68 M | ||||
| Debt To Equity | 0.58 % | ||||
| Current Ratio | 1.38 X | ||||
| Book Value Per Share | 11.09 X | ||||
| Cash Flow From Operations | 51.57 M | ||||
| Earnings Per Share | 0.99 X | ||||
| Market Capitalization | 539.94 M | ||||
| Total Asset | 882.39 M | ||||
| Retained Earnings | (58.96 M) | ||||
About Invesco Quality Performance
By evaluating Invesco Quality's fundamental ratios, stakeholders can gain valuable insights into Invesco Quality's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Invesco Quality 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 Quality 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 | 7.4 K | 5.1 K | |
| Return On Tangible Assets | 0.05 | 0.05 | |
| Return On Capital Employed | 0.07 | 0.07 | |
| Return On Assets | 0.05 | 0.05 | |
| Return On Equity | 0.08 | 0.08 |
Things to note about Invesco Quality Municipal performance evaluation
Checking the ongoing alerts about Invesco Quality for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Invesco Quality Municipal help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Invesco Quality has a strong financial position based on the latest SEC filings | |
| On 31st of October 2024 Invesco Quality paid $ 0.0631 per share dividend to its current shareholders |
- Analyzing Invesco Quality'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 Quality's stock is overvalued or undervalued compared to its peers.
- Examining Invesco Quality'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 Quality's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Invesco Quality's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Invesco Quality's stock. These opinions can provide insight into Invesco Quality's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Invesco Stock analysis
When running Invesco Quality's price analysis, check to measure Invesco Quality'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 Quality is operating at the current time. Most of Invesco Quality's value examination focuses on studying past and present price action to predict the probability of Invesco Quality'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 Quality's price. Additionally, you may evaluate how the addition of Invesco Quality to your portfolios can decrease your overall portfolio volatility.
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