| Model: | Ratio |
| Symbol | Title | Sector | Industry | M.Cap.[M] | Div Yield | Last Close | AvgVol 200d |
| VKQ | Invesco Municipal Trust | Financial Services | Asset Management | 542 | 0 | 9.79 | 209738 |
| VMO | Invesco Municipal Opportunity Trust | Financial Services | Asset Management | 658 | 0 | 9.82 | 258469 |
| Entry Threshold: | 2.00 | Exit Threshold: | 0.00 | ||
| Max Duration: | 20 | Entry Mode: | Simple | Reversals: | |
| MA Period: | 20 | MA Type: | SMA | StdDev Period: | 20 |
| RSI Period: | 14 | RSI Threshold: | 0 | ||
| Margin Req. 1: | 100.0 | Margin Req. 2: | 100.0 | ||
| Version: | 5 | Model Version: | 2016.1 | Bid-Ask 0.01 / 0.01 | |
| Initial Capital: | 10000.00 | Final Equity: | 10132.76 |
| Total net P/L: | 132.76 | Total ROI: | 1.33 % |
| CAGR: | 1.33 % | Max. DD: | 1.16 % |
| System Score: | 0.626 | Sharpe Ratio: | 0.742 |
| Start Date: | 2025-05-13 | End Date: | 2026-05-11 |
| Total days: | 363 | ||
| Commissions: | 126.88 | Comm.% P/L | 48.87 % |
| Total Transactions: | 48 | Log. Linearity: | 77.692 % |
| Total | Long |
Short |
VKQ | VMO | |
|---|---|---|---|---|---|
| Total Profit/Loss | 259.64 | 71.09 | 188.55 | -91.61 | 351.25 |
| Total Profit | 308.74 | 93.21 | 215.53 | 241.73 | 479.12 |
| Total Loss | 49.10 | 22.12 | 26.98 | 333.34 | 127.87 |
| Profit Factor | 6.29 | 4.21 | 7.99 | 0.73 | 3.75 |
| Trades | 12 | 4 | 8 | 12 | 12 |
| Winning Trades | 8 | 3 | 5 | 8 | 7 |
| Losing Trades | 4 | 1 | 3 | 4 | 5 |
| % Profitable | 66.00 | 75.00 | 62.00 | 66.00 | 58.00 |
| Profit/Loss Per Trade % | 0.22 | 0.18 | 0.24 | -0.08 | 0.29 |
| Profit Per Trade % | 0.38 | 0.31 | 0.43 | 0.30 | 0.68 |
| Loss Per Trade % | 0.12 | 0.22 | 0.09 | 0.83 | 0.25 |
| Days In Trade | 137 | 53 | 84 | 137 | 137 |
| Days In Trade (Avg. Per Trade) | 11.42 | 13.25 | 10.50 | 11.42 | 11.42 |
| % Days In Trade | 37.74 | 14.60 | 23.14 | 37.74 | 37.74 |