Monroe Capital Corporation (MRCC)

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The chart shows the growth of an initial investment of $10,000 in Monroe Capital Corporation, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Monroe Capital Corporation (MRCC) has returned -26.35% so far this year and -33.58% over the past 12 months. Over the last ten years, MRCC has returned 0.81% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Oct 25, 2012, MRCC's average daily return is +0.03%, while the average monthly return is +0.42%. At this rate, your investment would double in approximately 13.8 years.

Historically, 56% of months were positive and 44% were negative. The best month was Nov 2020 with a return of +33.6%, while the worst month was Mar 2020 at -26.1%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 4 months.

On a daily basis, MRCC closed higher 50% of trading days. The best single day was Mar 19, 2020 with a return of +43.2%, while the worst single day was Mar 23, 2020 at -20.3%.

Monroe Capital Corporation has an annualized alpha of -0.75%, beta of 0.58, and R² of 0.10 versus S&P 500 Index. Calculated based on daily prices since October 26, 2012.

• This stock participated in 102.79% of S&P 500 Index downside but only 60.93% of its upside — more exposed to losses than it benefited from rallies.
• Beta of 0.58 may look defensive, but with R² of 0.10 this stock is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
• R² of 0.10 means this stock moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

MRCC ranks 8 for risk / return — in the bottom 8% of stocks on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

The table below present risk-adjusted performance metrics for Monroe Capital Corporation (MRCC) and compare them to a chosen benchmark (S&P 500 Index).

Monroe Capital Corporation provided a 16.74% dividend yield over the last twelve months, with an annual payout of $0.77 per share.

The table displays the monthly dividend distributions for Monroe Capital Corporation. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Monroe Capital Corporation. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Monroe Capital Corporation was 57.63%, occurring on Mar 23, 2020. Recovery took 259 trading sessions.

The current Monroe Capital Corporation drawdown is 39.31%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Monroe Capital Corporation over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Monroe Capital Corporation is priced in the market compared to other companies in the Mortgage Finance industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.