CRT vs. ICMB
Compare and contrast key facts about Cross Timbers Royalty Trust (CRT) and Investcorp Credit Management BDC, Inc. (ICMB).
Performance
CRT vs. ICMB - Performance Comparison
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CRT vs. ICMB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CRT Cross Timbers Royalty Trust | 34.47% | -13.15% | -39.15% | -24.36% | 145.90% | 53.31% | 5.38% | -13.04% | -17.93% | -12.70% |
ICMB Investcorp Credit Management BDC, Inc. | -47.78% | 5.92% | 0.74% | 19.01% | -18.96% | 15.99% | -16.38% | 23.01% | -13.98% | -2.71% |
Fundamentals
CRT:
$0.74
ICMB:
-$0.74
CRT:
11.35
ICMB:
2.08
CRT:
$5.60M
ICMB:
$6.51M
CRT:
$5.53M
ICMB:
$729.57K
CRT:
$4.51M
ICMB:
-$9.28M
Returns By Period
In the year-to-date period, CRT achieves a 34.47% return, which is significantly higher than ICMB's -47.78% return. Over the past 10 years, CRT has outperformed ICMB with an annualized return of 5.09%, while ICMB has yielded a comparatively lower -3.94% annualized return.
CRT
- 1D
- 0.09%
- 1M
- 17.81%
- YTD
- 34.47%
- 6M
- 47.04%
- 1Y
- -8.18%
- 3Y*
- -10.70%
- 5Y*
- 13.77%
- 10Y*
- 5.09%
ICMB
- 1D
- -12.96%
- 1M
- -51.61%
- YTD
- -47.78%
- 6M
- -49.39%
- 1Y
- -47.87%
- 3Y*
- -14.84%
- 5Y*
- -12.33%
- 10Y*
- -3.94%
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Return for Risk
CRT vs. ICMB — Risk / Return Rank
CRT
ICMB
CRT vs. ICMB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Cross Timbers Royalty Trust (CRT) and Investcorp Credit Management BDC, Inc. (ICMB). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| CRT | ICMB | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.24 | -1.08 | +0.84 |
Sortino ratioReturn per unit of downside risk | -0.11 | -1.47 | +1.35 |
Omega ratioGain probability vs. loss probability | 0.99 | 0.78 | +0.21 |
Calmar ratioReturn relative to maximum drawdown | -0.35 | -0.88 | +0.53 |
Martin ratioReturn relative to average drawdown | -0.55 | -4.09 | +3.53 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CRT | ICMB | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.24 | -1.08 | +0.84 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.27 | -0.34 | +0.61 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.11 | -0.09 | +0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.24 | -0.14 | +0.39 |
Correlation
The correlation between CRT and ICMB is 0.10, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
CRT vs. ICMB - Dividend Comparison
CRT's dividend yield for the trailing twelve months is around 5.05%, less than ICMB's 36.88% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CRT Cross Timbers Royalty Trust | 5.05% | 9.41% | 9.56% | 10.96% | 7.69% | 9.71% | 9.45% | 10.04% | 13.06% | 6.87% | 5.90% | 10.41% |
ICMB Investcorp Credit Management BDC, Inc. | 36.88% | 19.26% | 17.82% | 17.72% | 17.02% | 12.73% | 15.93% | 14.93% | 16.00% | 12.27% | 15.12% | 18.14% |
Drawdowns
CRT vs. ICMB - Drawdown Comparison
The maximum CRT drawdown since its inception was -83.57%, roughly equal to the maximum ICMB drawdown of -80.34%. Use the drawdown chart below to compare losses from any high point for CRT and ICMB.
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Drawdown Indicators
| CRT | ICMB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -83.57% | -80.34% | -3.23% |
Max Drawdown (1Y)Largest decline over 1 year | -38.87% | -54.37% | +15.50% |
Max Drawdown (5Y)Largest decline over 5 years | -71.10% | -56.27% | -14.83% |
Max Drawdown (10Y)Largest decline over 10 years | -71.10% | -80.34% | +9.24% |
Current DrawdownCurrent decline from peak | -55.09% | -56.27% | +1.18% |
Average DrawdownAverage peak-to-trough decline | -29.27% | -18.88% | -10.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 26.08% | 11.70% | +14.38% |
Volatility
CRT vs. ICMB - Volatility Comparison
The current volatility for Cross Timbers Royalty Trust (CRT) is 12.52%, while Investcorp Credit Management BDC, Inc. (ICMB) has a volatility of 29.44%. This indicates that CRT experiences smaller price fluctuations and is considered to be less risky than ICMB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CRT | ICMB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.52% | 29.44% | -16.92% |
Volatility (6M)Calculated over the trailing 6-month period | 25.05% | 38.85% | -13.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 34.93% | 44.48% | -9.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 50.51% | 36.96% | +13.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 46.12% | 43.60% | +2.52% |
Financials
CRT vs. ICMB - Financials Comparison
This section allows you to compare key financial metrics between Cross Timbers Royalty Trust and Investcorp Credit Management BDC, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities