Invesco California Value Municipal Income Trust (VCV) Return on Equity (ROE)

Price: $10.69
Market Cap: $511.95M
Avg Volume: 85.40K
Country: US
Industry: Asset Management - Income
Sector: Financial Services
Beta: 0.676
52W Range: $9.49-11.47
Website: Invesco California Value Municipal Income Trust

Return on Equity (ROE) Summary

Invesco California Value Municipal Income Trust's ROE measures the return generated on shareholders' equity:

  • Annual: 8.09%
  • Quarterly: 2.53%
  • TTM: 9.32%

What is Return on Equity (ROE)?

Return on Equity measures a company's ability to generate profits from its shareholders' equity. It indicates how effectively the management is using the company’s assets to create profits. A higher ROE generally reflects well on the company’s management and its ability to generate profits without needing as much capital.

Related Metrics

Other important metrics to assess Invesco California Value Municipal Income Trust's profitability include:

  • ROIC (Return on Invested Capital) - measures how effectively the company uses its invested capital to generate profits:
    • Annual: 3.19%
    • Quarterly: 126.91%
    • TTM: 227.14%
  • ROA (Return on Assets) - measures the return generated on the company's assets:
    • Annual: 5.03%
    • Quarterly: 1.56%
    • TTM: 5.74%
  • Profit Margin - indicates the profitability of the company relative to its revenue:
    • Annual: 113.42%
    • Quarterly: 106.62%
    • TTM: 159.03%

These metrics provide insights into Invesco California Value Municipal Income Trust's profitability and efficiency in using its capital and assets to generate returns. Comparing these ratios with industry benchmarks can offer a deeper understanding of the company's performance.

Annual ROE

8.09%

Quarterly ROE

2.53%

TTM ROE

9.32%

Invesco California Value Municipal Income Trust Historical ROE
17.95%17.95%12.63%12.63%7.31%7.31%1.99%1.99%-3.33%-3.33%-8.65%-8.65%-13.97%-13.97%ROE201620162017201720182018201920192020202020212021202220222023202320242024
Historical ROIC
200.00%200.00%0.00%0.00%-200.00%-200.00%-400.00%-400.00%-600.00%-600.00%-800.00%-800.00%ROIC201620162017201720182018201920192020202020212021202220222023202320242024
Historical ROA
11.36%11.36%8.10%8.10%4.85%4.85%1.59%1.59%-1.66%-1.66%-4.92%-4.92%-8.17%-8.17%ROA201620162017201720182018201920192020202020212021202220222023202320242024

Invesco California Value Municipal Income Trust Historical Profitability Metrics

The table below shows various profitability metrics for each year, with the latest data available for the last fiscal year 2024.

Year ROE ROIC ROA Profit Margin
2024 8.09% 3.19% 5.03% 113.42%
2023 -13.97% -2.97% -8.17% 100.48%
2022 -0.03% -684.51% -0.02% -1208.76%
2021 0.66% 36.89% 0.42% 91.93%
2020 11.78% 2.41% 7.67% 99.45%
2019 3.26% 10.19% 2.02% 97.42%
2018 2.85% 0.15% 1.71% 96.63%
2017 0.12% -3.69% 0.07% 1.77%
2016 6.47% 0.28% 4.15% 104.81%
2015 12.63% 1.97% 8.10% 187.23%

Related Metrics

Explore detailed financial metrics and analysis for VCV.