ICMBX vs. OXSQ
Compare and contrast key facts about Intrepid Capital Fund (ICMBX) and Oxford Square Capital Corp. (OXSQ).
ICMBX is managed by Intrepid Funds. It was launched on Jan 2, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ICMBX or OXSQ.
Correlation
The correlation between ICMBX and OXSQ is 0.34, 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
ICMBX vs. OXSQ - Performance Comparison
Key characteristics
ICMBX:
1.95
OXSQ:
0.33
ICMBX:
2.76
OXSQ:
0.55
ICMBX:
1.35
OXSQ:
1.07
ICMBX:
3.23
OXSQ:
0.20
ICMBX:
10.35
OXSQ:
0.65
ICMBX:
1.72%
OXSQ:
7.78%
ICMBX:
9.13%
OXSQ:
15.43%
ICMBX:
-35.30%
OXSQ:
-67.10%
ICMBX:
-0.38%
OXSQ:
-10.64%
Returns By Period
In the year-to-date period, ICMBX achieves a 3.08% return, which is significantly lower than OXSQ's 17.72% return.
ICMBX
3.08%
1.87%
9.29%
17.50%
8.00%
3.81%
OXSQ
17.72%
8.62%
1.30%
3.17%
-1.31%
N/A
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Risk-Adjusted Performance
ICMBX vs. OXSQ — Risk-Adjusted Performance Rank
ICMBX
OXSQ
ICMBX vs. OXSQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Intrepid Capital Fund (ICMBX) and Oxford Square Capital Corp. (OXSQ). 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.
Dividends
ICMBX vs. OXSQ - Dividend Comparison
ICMBX's dividend yield for the trailing twelve months is around 2.87%, less than OXSQ's 15.00% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ICMBX Intrepid Capital Fund | 2.87% | 2.96% | 4.16% | 1.82% | 2.10% | 1.68% | 5.48% | 1.61% | 0.97% | 2.84% | 2.20% | 1.32% |
OXSQ Oxford Square Capital Corp. | 15.00% | 17.21% | 18.88% | 13.46% | 10.29% | 20.07% | 14.76% | 9.27% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
ICMBX vs. OXSQ - Drawdown Comparison
The maximum ICMBX drawdown since its inception was -35.30%, smaller than the maximum OXSQ drawdown of -67.10%. Use the drawdown chart below to compare losses from any high point for ICMBX and OXSQ. For additional features, visit the drawdowns tool.
Volatility
ICMBX vs. OXSQ - Volatility Comparison
The current volatility for Intrepid Capital Fund (ICMBX) is 2.37%, while Oxford Square Capital Corp. (OXSQ) has a volatility of 4.07%. This indicates that ICMBX experiences smaller price fluctuations and is considered to be less risky than OXSQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.