Investcorp Credit Management BDC, Inc. (ICMB)

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Investcorp Credit Management BDC, Inc. (ICMB) is down 71.5% since the beginning of the year. At $1 per share, ICMB is trading 75.3% below its 52-week high of $3. Investors who bought $1,000 worth of ICMB shares 5 years ago would now be looking at an investment worth $251.

Investcorp Credit Management BDC, Inc. (ICMB) has returned -71.48% so far this year and -70.11% over the past 12 months. Over the last ten years, ICMB has returned -11.13% per year, falling short of the S&P 500 Index benchmark, which averaged 13.26% annually.

Based on dividend-adjusted daily data since Feb 6, 2014, ICMB's average daily return is 0.00%, while the average monthly return is +0.02%. At this rate, an investment would double in approximately 288.8 years.

Historically, 49% of months were positive and 51% were negative. The best month was Apr 2020 with a return of +77.2%, while the worst month was Mar 2020 at -62.7%. The longest winning streak lasted 4 consecutive months, and the longest losing streak was 5 months.

On a daily basis, ICMB closed higher 46% of trading days. The best single day was Mar 20, 2020 with a return of +31.9%, while the worst single day was Mar 18, 2020 at -42.9%.

Investcorp Credit Management BDC, Inc. has an annualized alpha of -6.81%, beta of 0.47, and R2 of 0.04 versus S&P 500 Index. Calculated based on daily prices since February 06, 2014.

• This stock participated in 161.12% of S&P 500 Index downside but only 60.10% of its upside - more exposed to losses than it benefited from rallies.
• Beta of 0.47 may look defensive, but with R2 of 0.04 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
• R2 of 0.04 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

ICMB ranks 2 for risk / return — above 2% of stocks peers on PortfoliosLab. Its historical combined result is below most peers; review the five component ranks for context.

Investcorp Credit Management BDC, Inc. provided a 36.36% dividend yield over the last twelve months, with an annual payout of $0.28 per share.

The table displays the monthly dividend distributions for Investcorp Credit Management BDC, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Investcorp Credit Management BDC, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Investcorp Credit Management BDC, Inc. was 80.34%, occurring on Mar 18, 2020. Recovery took 333 trading sessions.

The current Investcorp Credit Management BDC, Inc. drawdown is 76.12%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Investcorp Credit Management BDC, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Investcorp Credit Management BDC, Inc. is priced in the market compared to other companies in the Asset Management industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.