Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ICMB (Investcorp Credit Management BDC, Inc.) | -55.56% | -53.43% | -21.13% | -15.74% | -6.18% | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 02/06/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ICMB (Investcorp Credit Management BDC, Inc.) | 02/06/2014 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.69 | -53.43 | -21.13 | -15.74 | -6.18 | NA | NA | … | … | -55.56 | 5.93 | 0.60 | 19.35 | -19.07 | 15.99 | -15.13 | 22.80 | -13.69 | -2.68 | 7.62 | 10.66 | -23.33 |
| Sharpe Ratio | NA | -1.05 | -0.62 | -0.45 | -0.16 | NA | NA | … | … | -1.22 | 0.10 | -0.11 | 0.45 | -0.43 | 0.56 | -0.15 | 0.89 | -0.56 | -0.15 | 0.20 | 0.32 | -0.85 |
| Standard Deviation(%) | NA | 51.57 | 39.10 | 39.72 | 46.33 | NA | NA | … | … | 71.51 | 30.47 | 27.86 | 35.03 | 47.38 | 28.59 | 105.62 | 23.96 | 26.93 | 22.83 | 36.71 | 33.49 | 30.00 |
| Draw Down(%) | NA | 62.14 | 62.14 | 63.71 | 80.17 | NA | NA | … | … | 62.14 | 23.12 | 16.14 | 22.74 | 34.40 | 19.95 | 79.69 | 12.67 | 34.78 | 21.93 | 33.89 | 21.58 | 31.33 |
| Yield(%) | 0.00 | 9.89 | 13.13 | 9.50 | 8.56 | 4.91 | 3.68 | … | … | 0.00 | 17.05 | 15.47 | 17.36 | 11.79 | 13.35 | 11.83 | 16.21 | 12.14 | 10.72 | 14.02 | 16.91 | 7.90 |
Data as of 06/08/2026, Common starting date is 02/06/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ICMB (Investcorp Credit Management BDC, Inc.) |
-29.15%
Mar 2017 – Mar 2020 |
-17.48%
Mar 2015 – Mar 2020 |
-4.48%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ICMB (Investcorp Credit Management BDC, Inc.) |
30.47%
Mar 2020 – Mar 2023 |
21.30%
Mar 2020 – Mar 2025 |
5.46%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart