Basis: Latest reported fiscal year. Source: stored company filings and market data; unavailable inputs remain N/A.
Is the return on invested capital (ROIC) high or low?
The return on invested capital (ROIC) of 2.93% is 93% above its 5-year average of 1.52%, around the middle of its 5-year range (-14.05%–10.96%).
As of the fiscal period ended Friday, October 31, 2025. 57.81% below its 12-month average of 6.95%.
Annual fiscal-year return on invested capital; no daily interpolation.
RETURN ON INVESTED CAPITAL (ROIC)
2.93%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
6.95%
RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y
0.63%
RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y
1.52%
RETURN ON INVESTED CAPITAL (ROIC) AVG 10Y
1.82%
RETURN ON INVESTED CAPITAL (ROIC) AVG 15Y
N/A
RETURN ON INVESTED CAPITAL (ROIC) AVG 20Y
N/A
CURRENT VS TTM AVG
-57.81%
CURRENT VS 3Y AVG
+363.24%
CURRENT VS 5Y AVG
+93.19%
CURRENT VS 10Y AVG
+61.39%
CURRENT VS 15Y AVG
N/A
CURRENT VS 20Y AVG
N/A
SECTOR MEDIAN · FINANCIAL SERVICES
6.75%
median of 83 covered companies
CURRENT VS SECTOR MEDIAN
-56.59%
vs the sector median at left
Nuveen Quality Municipal Income Fund
Market Cap
$2.75B
Return on Invested Capital (ROIC)
2.93%
TTM Avg
6.95%
3Y Avg
0.63%
5Y Avg
1.52%
Market Cap
$1.39B
Return on Invested Capital (ROIC)
-0.21%
TTM Avg
-0.21%
3Y Avg
3.46%
5Y Avg
4.01%
Market Cap
$739.84M
Return on Invested Capital (ROIC)
-1.72%
TTM Avg
-1.64%
3Y Avg
0.93%
5Y Avg
2.96%
Market Cap
$703.07M
Return on Invested Capital (ROIC)
5.98%
TTM Avg
5.54%
3Y Avg
4.80%
5Y Avg
2.71%
Market Cap
$650.02M
Return on Invested Capital (ROIC)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$630.67M
Return on Invested Capital (ROIC)
3.79%
TTM Avg
2.79%
3Y Avg
2.88%
5Y Avg
4.07%
Market Cap
$329.71M
Return on Invested Capital (ROIC)
4.57%
TTM Avg
5.10%
3Y Avg
3.12%
5Y Avg
1.85%
Market Cap
$298.00M
Return on Invested Capital (ROIC)
N/A
TTM Avg
4.27%
3Y Avg
5.52%
5Y Avg
5.21%
Market Cap
$197.54M
Return on Invested Capital (ROIC)
8.38%
TTM Avg
10.51%
3Y Avg
4.68%
5Y Avg
4.95%
| NAME | MARKET CAP | RETURN ON INVESTED CAPITAL (ROIC) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Nuveen Quality Municipal Income Fund (NAD) | $2.75B | 2.93% | 6.95% | 0.63% | 1.52% |
| Lufax Holding Ltd (LU)vs › | $1.39B | -0.21% | -0.21% | 3.46% | 4.01% |
| Washington Trust Bancorp, Inc. (WASH)vs › | $739.84M | -1.72% | -1.64% | 0.93% | 2.96% |
| BlackRock Multi-Sector Income Trust (BIT)vs › | $703.07M | 5.98% | 5.54% | 4.80% | 2.71% |
| WisdomTree Artificial Intelligence and Innovation Fund (WTAI)vs › | $650.02M | N/A | N/A | N/A | N/A |
| Hypoport SE (HYPOF)vs › | $630.67M | 3.79% | 2.79% | 2.88% | 4.07% |
| BlackRock Floating Rate Income Trust (BGT)vs › | $329.71M | 4.57% | 5.10% | 3.12% | 1.85% |
| Isabella Bank Corporation (ISBA)vs › | $298.00M | N/A | 4.27% | 5.52% | 5.21% |
| Franklin Universal Trust (FT)vs › | $197.54M | 8.38% | 10.51% | 4.68% | 4.95% |
| The New Germany Fund, Inc. (GF)vs › | $188.14M | 26.89% | 13.75% | -9.44% | -5.72% |
ROIC
2.9%
ROE
8.6%
ROIC = NOPAT / Invested Capital
Return on invested capital measures the after-tax return a company earns on all capital (debt and equity) invested in the business.
Expanded definitions: Investopedia, Wikipedia, Corporate Finance Institute
| DATE | RETURN ON INVESTED CAPITAL (ROIC) |
|---|---|
| 2025-10-31 | 2.93% |
| 2024-10-31 | 10.96% |
| 2023-10-31 | 2.69% |
| 2022-10-31 | -14.05% |
| 2021-10-31 | 4.24% |
| 2020-10-31 | 2.33% |
| 2019-10-31 | 8.48% |
| 2018-10-31 | -0.36% |
| 2017-10-31 | -2.31% |
| 2016-10-31 | 1.07% |
| 2015-10-31 | 3.99% |
| 2014-10-31 | 4.21% |
| 2013-10-31 | 4.36% |
| 2012-10-31 | 4.48% |
