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:
1.59
USD:
1.91
MRCC:
2.19
USD:
2.34
MRCC:
1.28
USD:
1.30
MRCC:
1.31
USD:
3.21
MRCC:
13.18
USD:
8.01
MRCC:
2.53%
USD:
19.18%
MRCC:
20.92%
USD:
80.40%
MRCC:
-57.63%
USD:
-87.93%
MRCC:
-3.07%
USD:
-21.60%
Returns By Period
In the year-to-date period, MRCC achieves a 30.79% return, which is significantly lower than USD's 137.12% return. Over the past 10 years, MRCC has underperformed USD with an annualized return of 5.58%, while USD has yielded a comparatively higher 43.86% annualized return.
MRCC
30.79%
-1.59%
15.08%
35.48%
6.52%
5.58%
USD
137.12%
-4.89%
-11.97%
142.33%
53.19%
43.86%
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Risk-Adjusted Performance
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 12.30%, while USD has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MRCC Monroe Capital Corporation | 12.30% | 14.15% | 11.71% | 8.91% | 13.70% | 12.89% | 14.58% | 10.18% | 9.10% | 10.70% | 9.41% | 11.15% |
USD ProShares Ultra Semiconductors | 0.00% | 0.10% | 0.30% | 0.00% | 0.21% | 1.09% | 1.74% | 0.48% | 7.11% | 0.63% | 2.78% | 0.93% |
Drawdowns
MRCC vs. USD - Drawdown Comparison
The maximum MRCC drawdown since its inception was -57.63%, smaller than the maximum USD drawdown of -87.93%. 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 5.24%, while ProShares Ultra Semiconductors (USD) has a volatility of 17.01%. 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.