Performance analysis of Investcorp Credit Management BDC (ICMB)
Annual Return
Over the past 3 years, ICMB has had an average annual return of -32.19%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, ICMB has had an average annual return of -23.75%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, ICMB has had an average annual return of -10.54%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Feb 6, 2014, ICMB has had an average annual return of -9.96%, underperforming the benchmark SPY, which returned +14.16% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -71.11% | +6.34% | +0.87% | +19.07% | -18.42% | +16.31% | -13.94% | +22.82% | -13.85% | -2.76% | +7.77% | +6.04% |
| 2014 | |||||||||||
| -23.65% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +10.37% | -2.68% | -44.14% | +12.35% | -29.12% | -9.32% | -33.33% | -71.11% | |||||
| 2025 | +2.63% | +4.18% | -0.92% | -8.66% | -0.21% | +3.38% | +2.84% | +2.96% | -1.20% | +0.51% | +9.15% | -7.19% | +6.34% |
| 2024 | -3.80% | -1.45% | -3.09% | +5.15% | +1.48% | +6% | +0.60% | -5.62% | -1.88% | -0.95% | +7.01% | -1.69% | +0.87% |
| 2023 | +11.49% | +2.30% | -5.68% | -3.83% | +7.98% | +0.18% | +7.73% | +3.08% | -0.75% | -10.98% | +7.60% | +0.79% | +19.07% |
| 2022 | +4.24% | +10.85% | -6.65% | -4.62% | -3.73% | -7.76% | +3.78% | -0.96% | -14.90% | +5.06% | +4.39% | -6.90% | -18.42% |
| 2021 | +1.15% | +11.26% | +8.26% | +2.67% | -2.08% | -1.89% | +13.33% | -13.07% | +5.23% | -2.02% | +2% | -6.59% | +16.31% |
| 2020 | +7.16% | -4.18% | -61.82% | +77.24% | -7.34% | -9.00% | -10.02% | +2.85% | +16.66% | -15.43% | +63.52% | -1.60% | -13.94% |
| 2019 | +22.56% | +3.78% | -4.19% | -2.57% | +0.28% | +9.11% | -3.41% | -4.36% | -1.93% | +0.30% | +8.10% | -3.75% | +22.82% |
| 2018 | +0.61% | -1.22% | +4.34% | -2.44% | +19.38% | -4.31% | +0% | +3.38% | -3.96% | -7.32% | +1.63% | -20.28% | -13.85% |
| 2017 | +2.15% | +6.84% | +2.43% | -0.49% | +2.97% | -1.49% | +2.50% | -3.41% | -3.13% | -6.42% | -1.72% | -2.30% | -2.76% |
Drawdown analysis of Investcorp Credit Management BDC (ICMB)
The maximum drawdown for the ICMB was -79.89%, occurring on Mar 18, 2020. Recovery took 331 trading sessions.
The current ICMB drawdown is -75.49%.
Since Feb 6, 2014 ICMB has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 3 times
- 30% or more: 3 times
- 20% or more: 4 times
- 10% or more: 4 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -79.89% | Jun 11, 2018 | 445 | Mar 18, 2020 | 331 | Jul 12, 2021 | 776 |
| -75.50% | Jul 14, 2021 | 1258 | Jul 20, 2026 | Ongoing | Ongoing | Ongoing |
| -45.06% | Feb 21, 2014 | 497 | Feb 11, 2016 | 298 | Apr 19, 2017 | 795 |
| -22.05% | Apr 19, 2017 | 169 | Dec 18, 2017 | 113 | Jun 1, 2018 | 282 |
| -4.14% | Jun 1, 2018 | 1 | Jun 4, 2018 | 5 | Jun 11, 2018 | 6 |
| -2.95% | Feb 7, 2014 | 5 | Feb 14, 2014 | 3 | Feb 20, 2014 | 8 |