CRT vs. ICMB
Compare and contrast key facts about Cross Timbers Royalty Trust (CRT) and Investcorp Credit Management BDC, Inc. (ICMB).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CRT or ICMB.
Correlation
The correlation between CRT and ICMB is 0.14, 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.
Performance
CRT vs. ICMB - Performance Comparison
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Key characteristics
CRT:
-0.55
ICMB:
0.19
CRT:
-0.62
ICMB:
0.44
CRT:
0.93
ICMB:
1.06
CRT:
-0.34
ICMB:
0.15
CRT:
-0.96
ICMB:
0.56
CRT:
23.87%
ICMB:
8.62%
CRT:
40.58%
ICMB:
27.99%
CRT:
-83.46%
ICMB:
-80.30%
CRT:
-60.01%
ICMB:
-21.31%
Fundamentals
CRT:
$60.36M
ICMB:
$40.42M
CRT:
$0.93
ICMB:
$0.30
CRT:
10.65
ICMB:
9.35
CRT:
9.11
ICMB:
1.73
CRT:
24.41
ICMB:
0.54
CRT:
$4.74M
ICMB:
$8.63M
CRT:
$7.89M
ICMB:
$8.65M
CRT:
$4.23M
ICMB:
-$2.01M
Returns By Period
In the year-to-date period, CRT achieves a 3.99% return, which is significantly higher than ICMB's -0.46% return. Over the past 10 years, CRT has outperformed ICMB with an annualized return of 2.15%, while ICMB has yielded a comparatively lower -1.56% annualized return.
CRT
3.99%
-9.72%
4.17%
-22.37%
20.38%
2.15%
ICMB
-0.46%
10.07%
-0.52%
5.17%
12.14%
-1.56%
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Risk-Adjusted Performance
CRT vs. ICMB — Risk-Adjusted Performance Rank
CRT
ICMB
CRT vs. ICMB - Risk-Adjusted Performance 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.
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Dividends
CRT vs. ICMB - Dividend Comparison
CRT's dividend yield for the trailing twelve months is around 8.91%, less than ICMB's 17.59% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CRT Cross Timbers Royalty Trust | 8.91% | 9.55% | 10.97% | 7.69% | 9.70% | 9.44% | 10.05% | 13.08% | 6.86% | 5.90% | 10.41% | 15.33% |
ICMB Investcorp Credit Management BDC, Inc. | 17.59% | 17.82% | 17.72% | 17.02% | 12.73% | 16.56% | 14.93% | 16.00% | 12.27% | 15.14% | 18.14% | 10.86% |
Drawdowns
CRT vs. ICMB - Drawdown Comparison
The maximum CRT drawdown since its inception was -83.46%, roughly equal to the maximum ICMB drawdown of -80.30%. Use the drawdown chart below to compare losses from any high point for CRT and ICMB. For additional features, visit the drawdowns tool.
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Volatility
CRT vs. ICMB - Volatility Comparison
The current volatility for Cross Timbers Royalty Trust (CRT) is 7.67%, while Investcorp Credit Management BDC, Inc. (ICMB) has a volatility of 11.59%. 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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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
CRT vs. ICMB - Profitability Comparison
CRT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Cross Timbers Royalty Trust reported a gross profit of 1.46M and revenue of 1.46M. Therefore, the gross margin over that period was 100.0%.
ICMB - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Investcorp Credit Management BDC, Inc. reported a gross profit of -323.46K and revenue of 664.77K. Therefore, the gross margin over that period was -48.7%.
CRT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Cross Timbers Royalty Trust reported an operating income of 1.30M and revenue of 1.46M, resulting in an operating margin of 89.1%.
ICMB - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Investcorp Credit Management BDC, Inc. reported an operating income of -471.12K and revenue of 664.77K, resulting in an operating margin of -70.9%.
CRT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Cross Timbers Royalty Trust reported a net income of 1.32M and revenue of 1.46M, resulting in a net margin of 90.1%.
ICMB - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Investcorp Credit Management BDC, Inc. reported a net income of -564.54K and revenue of 664.77K, resulting in a net margin of -84.9%.