MVO vs ICMB
Comparison between MV Oil Trust (MVO, Company) and Investcorp Credit Management BDC Inc (ICMB, Company).
MVO is from the Energy sector, while ICMB is from the Financial Services sector.
5-Year PerformanceMVO has outperformed ICMB, delivering a return of -14.3% compared to -15.7%
MVO vs ICMB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
MVO vs ICMB - Historical Returns
Returns include dividend reinvestment.
MVO vs ICMB - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | MVO | ICMB |
|---|---|---|
| 2026 | +23.18% | -56.13% |
| 2025 | -83.09% | +5.65% |
| 2024 | -23.47% | +2.75% |
| 2023 | -14.98% | +15.53% |
| 2022 | +124.72% | -20.66% |
| 2021 | +225.66% | +17.29% |
| 2020 | -43.94% | -14.32% |
| 2019 | -2.95% | +23.61% |
| 2018 | -13.05% | -15.40% |
| 2017 | +46.87% | -3.80% |
| 2016 | +32.31% | +6.81% |
| 2015 | -64.14% | +3.78% |
| 2014 | -28.85% | -23.65% |
| 2013 | +5.26% | N/A |
| 2012 | -35.94% | N/A |
| 2011 | +8.00% | N/A |
| 2010 | +108.85% | N/A |
| 2009 | +150.98% | N/A |
| 2008 | -66.32% | N/A |
| 2007 | +23.81% | N/A |
MVO vs ICMB Drawdown Comparison
The maximum drawdown for MVO was -90.69%, occurring on Nov 20, 2025. This drawdown has not yet recovered.
The maximum drawdown for ICMB was -79.88%, occurring on Mar 18, 2020. Recovery took 776 trading sessions.
The current MVO drawdown is -84.60%. The current ICMB drawdown is -62.93%.
| Rank | MVO | ICMB |
|---|---|---|
| #1 | -90.69% Dec 30, 2022 - Nov 20, 2025 | -79.88% Jun 11, 2018 - Jul 12, 2021 |
| #2 | -89.50% Mar 9, 2012 - Mar 7, 2022 | -63.24% Jul 14, 2021 - Jun 3, 2026 |
| #3 | -75.45% Jul 2, 2008 - Mar 10, 2010 | -45.06% Feb 21, 2014 - Apr 19, 2017 |
| #4 | -33.61% Mar 8, 2022 - Sep 14, 2022 | -22.05% Apr 19, 2017 - Jun 1, 2018 |
| #5 | -24.74% Jul 18, 2011 - Mar 9, 2012 | -4.14% Jun 1, 2018 - Jun 11, 2018 |
| #6 | -21.55% Sep 15, 2022 - Oct 6, 2022 | -2.95% Feb 7, 2014 - Feb 20, 2014 |
| #7 | -19.73% Jul 20, 2007 - Jun 6, 2008 | N/A |
| #8 | -17.69% Apr 12, 2010 - Jun 15, 2010 | N/A |
| #9 | -16.63% Jan 11, 2011 - Jun 30, 2011 | N/A |
| #10 | -11.36% Oct 6, 2022 - Dec 1, 2022 | N/A |
| #11 | -9.61% Oct 6, 2010 - Nov 9, 2010 | N/A |
| #12 | -8.90% Dec 1, 2022 - Dec 21, 2022 | N/A |
| #13 | -8.76% Mar 16, 2007 - Jun 29, 2007 | N/A |
| #14 | -8.04% Jun 18, 2010 - Jul 9, 2010 | N/A |
| #15 | -6.47% Feb 14, 2007 - Mar 8, 2007 | N/A |
Correlation
Correlation between MVO and ICMB is 0.14 which considered as a very weak or no correlation - the stocks move independently of each other.
Dividend Comparison (2007 - 2026)
MVO vs ICMB dividend yield comparison.
| Year | MVO | ICMB |
|---|---|---|
| 2026 | 21.09% | 0.00% |
| 2025 | 72.98% | 19.26% |
| 2024 | 19.12% | 17.82% |
| 2023 | 12.15% | 17.72% |
| 2022 | 13.59% | 17.02% |
| 2021 | 11.16% | 12.73% |
| 2020 | 15.71% | 15.93% |
| 2019 | 16.75% | 14.93% |
| 2018 | 20.29% | 16.00% |
| 2017 | 8.57% | 12.27% |
| 2016 | 6.42% | 15.12% |
| 2015 | 26.18% | 18.14% |
| 2014 | 23.30% | 10.85% |
| 2013 | 13.55% | 0.00% |
| 2012 | 14.94% | 0.00% |
| 2011 | 8.70% | 0.00% |
| 2010 | 6.91% | 0.00% |
| 2009 | 7.72% | 0.00% |
| 2008 | 23.02% | 0.00% |
| 2007 | 11.59% | 0.00% |
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