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Financial Services

Invesco Trust for Investment Grade New York Municipals(VTN)

Fund

Live Price

Offline

$11.18

-0.80% today

1Y Change

+8.43%

Window

Jun 23, 2025 โ†’ Jun 5, 2026

Market Cap
$160.00M
Dividend Yield
7.4%
50-Day Avg
โ€”
Exchange
NYSE

Coverage: 240 bars ยท Jun 23, 2025 โ†’ Jun 5, 2026

Research Briefing

A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.

Decision context

Research Snapshot

Invesco Trust for Investment Grade New York Municipals (VTN) is a fund with a market cap of $160.00M and listed on NYSE. The fund last traded around $11.18 and up 8.4% across the available one-year price window (Jun 23, 2025 โ†’ Jun 5, 2026). Baseline metrics include a dividend yield of 7.4%. Valuation already assumes a fairly strong business story at price/sales 20.9. Stock Foundry combines VTN price history, analyst forecasts, news, related Financial Services peers on this page.

Benchmark Comparison

Normalized Performance vs SPY

Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.

1Y shared range

VTN

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Normalized return

SPY

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S&P 500

Excess Return

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Relative to SPY

VTN Max Drawdown

-12.43%

Trailing 1Y

SPY Max Drawdown

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Trailing 1Y

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Calendar-Year Returns

Uses the longest available daily history for VTN and SPY.

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Financial profile

Invesco Trust for Investment Grade New York Municipals (VTN)

Profitability, balance sheet stamina, and cash efficiency drawn from the latest filings.

FY Revenue

-$5.0M

-811.7% YoY

FY Net Income

-$5.2M

-1215.8% YoY

Free Cash Flow

$22.4M

-29.1% YoY

Revenue Growth

-2.3%

EPS Growth

-52.3%

Gross Margin

40.3%

Net Margin

-157.7%

Income statement

USD

Annual
Metric20252024202320222021
Revenue15M15M-29M699K-5M
Gross Profit15M15M-31M15M16M
Operating Income13M13M13M12M14M
EBITDA022M-26M-10M0
Net Income6M16M-30M465K-5M
EPS (Diluted)โ€”โ€”โ€”โ€”โ€”

Balance sheet

USD

Point-in-time
Metric20252024202320222021
Cash & Equivalents03M1M1M4M
Total Assets259M370M360M417M454M
Total Liabilities89M134M133M150M177M
Shareholder Equity171M236M227M266M277M
Total Debt41M132M42M60M83M
Net Debt41M129M41M59M79M

Cash flow positioning

Latest Full Year

Operating Cash Flow

22M

-29.1% YoY

Capital Expenditures

0

Free Cash Flow

22M

-29.1% YoY

Key ratios

  • Gross Margin

    40.3%

  • Operating Margin

    -177.0%

  • Net Margin

    -157.7%

  • ROE

    -7.6%

  • Debt / Equity

    0.52x

Next Step

Turn financials into a decision

Use the numbers to decide whether this is a growth candidate, a quality compounder, or just an interesting outlier.