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 Invesco California Value Muni Inc Tr (VCV) working capital ratio to evaluate short-term liquidity relative to the company's equity base.
Liquid Assets
Total Assets
Resilience Assessment
Asset Resilience Ratio Trend (2019–2024)
This chart shows how Invesco California Value Muni Inc Tr's Asset Resilience Ratio has changed over time. For the complete balance sheet picture, see Invesco California Value Muni Inc Tr asset portfolio.
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. Explore Invesco California Value Muni Inc Tr (VCV) investment intensity to see how much of total assets are deployed in long-term investments.
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 |
|---|---|---|
|
Sundaram Finance Holdings Limited
NSE:SUNDARMHLD |
Asset Management | 0.03% |
|
Blue Star Capital plc
LSE:BLU |
Asset Management | 16.18% |
|
Artisan Partners Asset Management Inc
NYSE:APAM |
Asset Management | 16.87% |
|
FS KKR Capital Corp
NYSE:FSK |
Asset Management | 0.13% |
|
Crescent Capital BDC Inc
NASDAQ:CCAP |
Asset Management | -1.50% |
|
EQT AB (publ)
ST:EQT |
Asset Management | 24.22% |
|
US Global Investors Inc
NASDAQ:GROW |
Asset Management | 20.76% |
|
Octopus Titan VCT
LSE:OTV2 |
Asset Management | 20.31% |
Annual Asset Resilience Ratio for Invesco California Value Muni Inc Tr (2019–2024)
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