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ICMB vs MVO

Comparison between Investcorp Credit Management BDC Inc (ICMB, Company) and MV Oil Trust (MVO, Company).

ICMB is from the Financial Services sector, while MVO is from the Energy sector.

5-Year PerformanceMVO has outperformed ICMB, delivering a return of -14.3% compared to -15.7%

ICMB vs MVO - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
ICMB
$17M
MVO
$17M
Max Drawdown
Winner
ICMB
92.68%
MVO
97.78%
Sharpe Ratio
ICMB
-1.33
Winner
MVO
-0.28
5Y Beta
Winner
ICMB
0.20
MVO
0.24
Industry
ICMB
Asset Management
MVO
Oil & Gas E&p
P/E Ratio
Winner
ICMB
-0.86
MVO
1.83
Forward P/E
ICMB
7.66
Winner
MVO
7.30
Dividend Yield
ICMB
30.80%
Winner
MVO
55.50%
5Y Dividends CAGR
ICMB
-4.99%
Winner
MVO
18.63%
5Y EPS CAGR
ICMB
N/A
MVO
6.05%
Debt to Equity
ICMB
208.55%
Winner
MVO
0.00%
Free Cash Flow Yield
ICMB
N/A
MVO
87.29%

ICMB vs MVO - Historical Returns

Returns include dividend reinvestment.

1M
Winner
ICMB
-9.92%
MVO
-26.87%
3M
ICMB
-37.89%
Winner
MVO
-34.04%
6M
ICMB
-58.01%
Winner
MVO
+35.01%
1Y
Winner
ICMB
-54.00%
MVO
-69.71%
5Y(CAGR)
ICMB
-15.70%
Winner
MVO
-14.34%
10Y(CAGR)
ICMB
-6.35%
Winner
MVO
+0.14%
Max(CAGR)
ICMB
-6.97%
Winner
MVO
-1.66%

ICMB vs MVO - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearICMBMVO
2026-56.13%+23.18%
2025+5.65%-83.09%
2024+2.75%-23.47%
2023+15.53%-14.98%
2022-20.66%+124.72%
2021+17.29%+225.66%
2020-14.32%-43.94%
2019+23.61%-2.95%
2018-15.40%-13.05%
2017-3.80%+46.87%
2016+6.81%+32.31%
2015+3.78%-64.14%
2014-23.65%-28.85%
2013N/A+5.26%
2012N/A-35.94%
2011N/A+8.00%
2010N/A+108.85%
2009N/A+150.98%
2008N/A-66.32%
2007N/A+23.81%

ICMB vs MVO Drawdown Comparison

The maximum drawdown for ICMB was -79.88%, occurring on Mar 18, 2020. Recovery took 776 trading sessions.

The maximum drawdown for MVO was -90.69%, occurring on Nov 20, 2025. This drawdown has not yet recovered.

The current ICMB drawdown is -62.93%. The current MVO drawdown is -84.60%.

RankICMBMVO
#1-79.88%
Jun 11, 2018 - Jul 12, 2021
-90.69%
Dec 30, 2022 - Nov 20, 2025
#2-63.24%
Jul 14, 2021 - Jun 3, 2026
-89.50%
Mar 9, 2012 - Mar 7, 2022
#3-45.06%
Feb 21, 2014 - Apr 19, 2017
-75.45%
Jul 2, 2008 - Mar 10, 2010
#4-22.05%
Apr 19, 2017 - Jun 1, 2018
-33.61%
Mar 8, 2022 - Sep 14, 2022
#5-4.14%
Jun 1, 2018 - Jun 11, 2018
-24.74%
Jul 18, 2011 - Mar 9, 2012
#6-2.95%
Feb 7, 2014 - Feb 20, 2014
-21.55%
Sep 15, 2022 - Oct 6, 2022
#7N/A-19.73%
Jul 20, 2007 - Jun 6, 2008
#8N/A-17.69%
Apr 12, 2010 - Jun 15, 2010
#9N/A-16.63%
Jan 11, 2011 - Jun 30, 2011
#10N/A-11.36%
Oct 6, 2022 - Dec 1, 2022
#11N/A-9.61%
Oct 6, 2010 - Nov 9, 2010
#12N/A-8.90%
Dec 1, 2022 - Dec 21, 2022
#13N/A-8.76%
Mar 16, 2007 - Jun 29, 2007
#14N/A-8.04%
Jun 18, 2010 - Jul 9, 2010
#15N/A-6.47%
Feb 14, 2007 - Mar 8, 2007

Correlation

Correlation between ICMB and MVO is 0.14 which considered as a very weak or no correlation - the stocks move independently of each other.

0.14
-101

Dividend Comparison (2007 - 2026)

ICMB vs MVO dividend yield comparison.

YearICMBMVO
20260.00%21.09%
202519.26%72.98%
202417.82%19.12%
202317.72%12.15%
202217.02%13.59%
202112.73%11.16%
202015.93%15.71%
201914.93%16.75%
201816.00%20.29%
201712.27%8.57%
201615.12%6.42%
201518.14%26.18%
201410.85%23.30%
20130.00%13.55%
20120.00%14.94%
20110.00%8.70%
20100.00%6.91%
20090.00%7.72%
20080.00%23.02%
20070.00%11.59%

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