ICMBX vs. OXSQ

In the year-to-date period, ICMBX achieves a 1.83% return, which is significantly lower than OXSQ's 2.04% return.

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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.

The current ICMBX Sharpe Ratio is 0.89, which is higher than the OXSQ Sharpe Ratio of -0.62. The chart below compares the historical Sharpe Ratios of ICMBX and OXSQ, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

ICMBX's dividend yield for the trailing twelve months is around 2.59%, less than OXSQ's 18.03% yield.

The maximum ICMBX drawdown since its inception was -33.70%, 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.

The current volatility for Intrepid Capital Fund (ICMBX) is 2.62%, while Oxford Square Capital Corp. (OXSQ) has a volatility of 3.90%. 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.