MRCC vs. USD
Compare and contrast key facts about Monroe Capital Corporation (MRCC) and ProShares Ultra Semiconductors (USD).
USD is a passively managed fund by ProShares that tracks the performance of the Dow Jones U.S. Semiconductors Index (200%). It was launched on Jan 30, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MRCC or USD.
Correlation
The correlation between MRCC and USD is 0.17, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
MRCC vs. USD - Performance Comparison
Key characteristics
MRCC:
1.50
USD:
1.78
MRCC:
2.07
USD:
2.26
MRCC:
1.27
USD:
1.28
MRCC:
1.34
USD:
3.03
MRCC:
12.36
USD:
7.36
MRCC:
2.57%
USD:
19.65%
MRCC:
21.13%
USD:
81.42%
MRCC:
-57.63%
USD:
-88.61%
MRCC:
-1.85%
USD:
-15.18%
Returns By Period
In the year-to-date period, MRCC achieves a -0.35% return, which is significantly lower than USD's 7.05% return. Over the past 10 years, MRCC has underperformed USD with an annualized return of 6.11%, while USD has yielded a comparatively higher 46.28% annualized return.
MRCC
-0.35%
5.74%
20.86%
33.33%
5.49%
6.11%
USD
7.05%
12.69%
10.55%
132.28%
54.07%
46.28%
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Risk-Adjusted Performance
MRCC vs. USD — Risk-Adjusted Performance Rank
MRCC
USD
MRCC vs. USD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Monroe Capital Corporation (MRCC) and ProShares Ultra Semiconductors (USD). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
MRCC vs. USD - Dividend Comparison
MRCC's dividend yield for the trailing twelve months is around 11.81%, more than USD's 0.09% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MRCC Monroe Capital Corporation | 11.81% | 11.76% | 14.15% | 11.71% | 8.91% | 13.70% | 12.89% | 14.58% | 10.18% | 9.10% | 10.70% | 9.41% |
USD ProShares Ultra Semiconductors | 0.09% | 0.10% | 0.10% | 0.30% | 0.00% | 0.20% | 0.94% | 1.13% | 0.39% | 7.43% | 0.63% | 3.37% |
Drawdowns
MRCC vs. USD - Drawdown Comparison
The maximum MRCC drawdown since its inception was -57.63%, smaller than the maximum USD drawdown of -88.61%. Use the drawdown chart below to compare losses from any high point for MRCC and USD. For additional features, visit the drawdowns tool.
Volatility
MRCC vs. USD - Volatility Comparison
The current volatility for Monroe Capital Corporation (MRCC) is 6.59%, while ProShares Ultra Semiconductors (USD) has a volatility of 20.91%. This indicates that MRCC experiences smaller price fluctuations and is considered to be less risky than USD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.