Invesco California Value Muni Inc Tr Asset Resilience Ratio
Invesco California Value Muni Inc Tr asset resilience ratio. Invesco California Value Muni Inc Tr (VCV) has an Asset Resilience Ratio of 0.48% as of August 2024. The Asset Resilience Ratio measures the percentage of a company's total assets that are held in liquid form (cash and short-term investments). This metric indicates how well-positioned the company is to handle unexpected financial challenges, economic downturns, or strategic opportunities without requiring external financing. See defensive interval ratio of Invesco California Value Muni Inc Tr to measure how many days the company can operate on defensive assets alone.
Liquid Assets
Total Assets
Resilience Assessment
Asset Resilience Ratio of Invesco California Value Muni Inc Tr (2019–2024)
Asset resilience ratio of Invesco California Value Muni Inc Tr from 2019 to 2024. This chart shows how Invesco California Value Muni Inc Tr's Asset Resilience Ratio has changed over time. Read how much debt does Invesco California Value Muni Inc Tr carry for a breakdown of total debt and financial obligations.
Liquid Assets Composition Over Time
This chart breaks down Invesco California Value Muni Inc Tr's liquid assets into cash & equivalents and short-term investments, showing how the composition has evolved over time. For the complete balance sheet picture, see Invesco California Value Muni Inc Tr (VCV) total assets.
Current Liquid Assets Breakdown
| Component | Amount | % of Total Assets |
|---|---|---|
| Cash & Equivalents | $0.00 | 0% |
| Short-term Investments | $4.25 Million | 0.48% |
| Total Liquid Assets | $4.25 Million | 0.48% |
Asset Resilience Insights
- Limited Liquidity: Invesco California Value Muni Inc Tr maintains only 0.48% of assets in liquid form.
- This low level may indicate efficient asset utilization but could pose risks during economic downturns.
- The company has significant short-term investments, indicating active treasury management.
Invesco California Value Muni Inc Tr Industry Peers by Asset Resilience Ratio
Compare Invesco California Value Muni Inc Tr's asset resilience ratio with other companies in the same industry.
| Company | Industry | Asset Resilience Ratio |
|---|---|---|
|
Bajaj Holdings & Investment Limited
NSE:BAJAJHLDNG |
Asset Management | 1.12% |
|
IGM Financial Inc.
TO:IGM |
Asset Management | 12.70% |
|
Groep Brussel Lambert NV
BR:GBLB |
Asset Management | 3.60% |
|
Sprott Physical Gold and Silver Trust
TO:CEF |
Asset Management | 99.66% |
|
Australian Foundation Investment Company Ltd
AU:AFI |
Asset Management | 0.01% |
|
Golub Capital BDC Inc
NASDAQ:GBDC |
Asset Management | -96.41% |
|
CI Financial Corp
TO:CIX |
Asset Management | 1.81% |
|
Australian United Investment Company Ltd
AU:AUI |
Asset Management | 0.01% |
Invesco California Value Muni Inc Tr Asset Resilience Ratio by Year (2019–2024)
Invesco California Value Muni Inc Tr asset resilience ratio by year from 2019 to 2024. The table below shows the annual Asset Resilience Ratio data for Invesco California Value Muni Inc Tr.
| Year | Asset Resilience Ratio (%) | Liquid Assets | Total Assets | Change |
|---|---|---|---|---|
| 2024-02-29 | 0.90% | $7.86 Million | $874.94 Million | +25.34pp |
| 2023-02-28 | -24.44% | $-217.17 Million | $888.69 Million | +2.61pp |
| 2022-02-28 | -27.04% | $-270.62 Million | $1.00 Billion | -3.26pp |
| 2021-02-28 | -23.79% | $-241.82 Million | $1.02 Billion | -0.95pp |
| 2020-02-29 | -22.84% | $-233.43 Million | $1.02 Billion | +2.96pp |
| 2019-02-28 | -25.80% | $-254.42 Million | $986.30 Million | -- |
About Invesco California Value Muni Inc Tr
Invesco California Value Municipal Income Trust is a closed-ended fixed income mutual fund launched by Invesco Ltd. The fund is co-managed by Invesco Advisers, Inc., Invesco Asset Management (Japan) Limited, Invesco Asset Management Deutschland GmbH, Invesco Asset Management Limited, Invesco Canada Ltd., Invesco Hong Kong Limited, and Invesco Senior Secured Management, Inc. It invests in the fixe… Read more