Invesco Municipal Trust (VKQ) Return on Equity (ROE)

Price: $9.53
Market Cap: $527.35M
Avg Volume: 129.73K
Country: US
Industry: Asset Management
Sector: Financial Services
Beta: 0.579
52W Range: $9.15-10.47
Website: Invesco Municipal Trust

Return on Equity (ROE) Summary

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

  • Annual: 7.69%
  • Quarterly: 2.43%
  • TTM: 8.71%

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 Municipal Trust's profitability include:

  • ROIC (Return on Invested Capital) - measures how effectively the company uses its invested capital to generate profits:
    • Annual: 4.12%
    • Quarterly: 2.40%
    • TTM: 4.38%
  • ROA (Return on Assets) - measures the return generated on the company's assets:
    • Annual: 5.12%
    • Quarterly: 1.59%
    • TTM: 5.70%
  • Profit Margin - indicates the profitability of the company relative to its revenue:
    • Annual: 109.38%
    • Quarterly: 75.65%
    • TTM: 130.87%

These metrics provide insights into Invesco Municipal 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

7.69%

Quarterly ROE

2.43%

TTM ROE

8.71%

Invesco Municipal Trust Historical ROE
12.04%12.04%6.56%6.56%1.08%1.08%-4.40%-4.40%-9.88%-9.88%-15.36%-15.36%ROE201620162017201720182018201920192020202020212021202220222023202320242024
Historical ROIC
8.33%8.33%4.90%4.90%1.47%1.47%-1.97%-1.97%-5.40%-5.40%-8.83%-8.83%-12.26%-12.26%ROIC201620162017201720182018201920192020202020212021202220222023202320242024
Historical ROA
7.34%7.34%4.02%4.02%0.70%0.70%-2.62%-2.62%-5.94%-5.94%-9.26%-9.26%ROA201620162017201720182018201920192020202020212021202220222023202320242024

Invesco Municipal 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 7.69% 4.12% 5.12% 109.38%
2023 -15.36% -12.26% -9.26% 100.45%
2022 -0.38% -3.02% -0.23% 117.07%
2021 0.87% -2.33% 0.54% 94.58%
2020 12.04% 4.90% 7.34% 99.35%
2019 3.19% 2.82% 1.93% 44.65%
2018 3.61% 3.95% 2.17% 47.05%
2017 0.36% 2.80% 0.22% 4.98%
2016 5.47% -0.68% 3.35% 74.98%
2015 11.67% 2.06% 7.17% 161.20%

Related Metrics

Explore detailed financial metrics and analysis for VKQ.