D
Invesco California Value Municipal Income Trust VCV
$9.65 -$0.11-1.13%
Recommendation
NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Weiss Ratings VCV-NYSE Click to
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Rating D
Reward Index Weak
Reward Grade D+
Risk Index Fair
Risk Grade C-
Company Info VCV-NYSE Click to
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Provider Invesco Advisers, Inc
Manager/Tenure (Years) Julius Williams (15), Mark Paris (11), Jack Connelly (10), 4 others
Website http://www.invesco.com
Fund Information VCV-NYSE Click to
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Fund Name Invesco California Value Municipal Income Trust
Category Muni California Long
Sub-Category US Municipal Fixed Income
Prospectus Objective Municipal Bond - Single State
Inception Date Apr 30, 1993
Open/Closed To New Investors Open
Minimum Initial Investment --
Minimum Subsequent Investment --
Front End Fee --
Back End Fee --
Dividends and Shares VCV-NYSE Click to
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Dividend Yield 4.80%
Dividend VCV-NYSE Click to
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Dividend Yield (Forward) --
Asset Allocation VCV-NYSE Click to
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Cash 0.29%
Stock 0.00%
U.S. Stock 0.00%
Non-U.S. Stock 0.00%
Bond 99.70%
U.S. Bond 96.62%
Non-U.S. Bond 3.08%
Preferred 0.00%
Convertible 0.00%
Other Net 0.00%
Price History VCV-NYSE Click to
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7-Day Total Return 0.25%
30-Day Total Return -4.40%
60-Day Total Return -6.43%
90-Day Total Return -6.76%
Year to Date Total Return -3.93%
1-Year Total Return -2.51%
2-Year Total Return -4.70%
3-Year Total Return 7.24%
5-Year Total Return -9.49%
Price VCV-NYSE Click to
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Closing Price --
1-Month Low Price $9.65
1-Month High Price $10.60
52-Week Low Price $9.65
52-Week Low Price (Date) Sep 18, 2026
52-Week High Price $11.34
52-Week High Price (Date) Jan 14, 2026
NAV VCV-NYSE Click to
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Nav $9.35
1-Month Low NAV $9.32
1-Month High NAV $9.94
52-Week Low NAV $9.32
52-Week Low NAV (Date) Sep 16, 2026
52-Week High NAV $10.53
52-Week High Price (Date) Feb 27, 2026
Beta / Standard Deviation VCV-NYSE Click to
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Beta 1.90
Standard Deviation 12.29
Balance Sheet VCV-NYSE Click to
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Total Assets 476.36M
Operating Ratios VCV-NYSE Click to
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Expense Ratio 1.99%
Turnover Ratio 14.00%
Performance VCV-NYSE Click to
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Last Bull Market Total Return 8.79%
Last Bear Market Total Return -7.89%