ICMB vs. CRT
Compare and contrast key facts about Investcorp Credit Management BDC, Inc. (ICMB) and Cross Timbers Royalty Trust (CRT).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ICMB or CRT.
Correlation
The correlation between ICMB and CRT 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
ICMB vs. CRT - Performance Comparison
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Key characteristics
ICMB:
0.31
CRT:
-0.54
ICMB:
0.55
CRT:
-0.56
ICMB:
1.08
CRT:
0.93
ICMB:
0.21
CRT:
-0.32
ICMB:
0.82
CRT:
-0.89
ICMB:
8.62%
CRT:
23.91%
ICMB:
28.16%
CRT:
40.60%
ICMB:
-80.30%
CRT:
-83.46%
ICMB:
-18.59%
CRT:
-59.57%
Fundamentals
ICMB:
$41.80M
CRT:
$60.00M
ICMB:
$0.30
CRT:
$0.96
ICMB:
9.67
CRT:
10.42
ICMB:
1.93
CRT:
9.06
ICMB:
0.54
CRT:
24.66
ICMB:
$8.63M
CRT:
$4.74M
ICMB:
$8.65M
CRT:
$7.89M
ICMB:
-$2.01M
CRT:
$4.23M
Returns By Period
In the year-to-date period, ICMB achieves a 2.97% return, which is significantly lower than CRT's 5.13% return. Over the past 10 years, ICMB has underperformed CRT with an annualized return of -1.19%, while CRT has yielded a comparatively higher 3.04% annualized return.
ICMB
2.97%
12.63%
5.93%
8.79%
12.90%
-1.19%
CRT
5.13%
-6.54%
6.49%
-21.91%
20.63%
3.04%
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Risk-Adjusted Performance
ICMB vs. CRT — Risk-Adjusted Performance Rank
ICMB
CRT
ICMB vs. CRT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Investcorp Credit Management BDC, Inc. (ICMB) and Cross Timbers Royalty Trust (CRT). 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
ICMB vs. CRT - Dividend Comparison
ICMB's dividend yield for the trailing twelve months is around 17.00%, more than CRT's 8.81% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ICMB Investcorp Credit Management BDC, Inc. | 17.00% | 17.82% | 17.72% | 17.02% | 12.73% | 16.56% | 14.93% | 16.00% | 12.27% | 15.14% | 18.14% | 10.86% |
CRT Cross Timbers Royalty Trust | 8.81% | 9.55% | 10.97% | 7.69% | 9.70% | 9.44% | 10.05% | 13.08% | 6.86% | 5.90% | 10.41% | 15.33% |
Drawdowns
ICMB vs. CRT - Drawdown Comparison
The maximum ICMB drawdown since its inception was -80.30%, roughly equal to the maximum CRT drawdown of -83.46%. Use the drawdown chart below to compare losses from any high point for ICMB and CRT. For additional features, visit the drawdowns tool.
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Volatility
ICMB vs. CRT - Volatility Comparison
Investcorp Credit Management BDC, Inc. (ICMB) has a higher volatility of 11.95% compared to Cross Timbers Royalty Trust (CRT) at 7.55%. This indicates that ICMB's price experiences larger fluctuations and is considered to be riskier than CRT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
ICMB vs. CRT - Financials Comparison
This section allows you to compare key financial metrics between Investcorp Credit Management BDC, Inc. and Cross Timbers Royalty Trust. 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
ICMB vs. CRT - Profitability Comparison
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 - 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 - 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 - 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 - 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%.
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%.