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:
0.40
USD:
-0.44
MRCC:
0.65
USD:
-0.12
MRCC:
1.09
USD:
0.98
MRCC:
0.43
USD:
-0.63
MRCC:
2.37
USD:
-1.59
MRCC:
3.76%
USD:
25.37%
MRCC:
22.15%
USD:
91.34%
MRCC:
-57.63%
USD:
-87.94%
MRCC:
-18.70%
USD:
-64.46%
Returns By Period
In the year-to-date period, MRCC achieves a -15.74% return, which is significantly higher than USD's -55.14% return. Over the past 10 years, MRCC has underperformed USD with an annualized return of 3.73%, while USD has yielded a comparatively higher 34.34% annualized return.
MRCC
-15.74%
-12.44%
-10.46%
8.76%
15.70%
3.73%
USD
-55.14%
-40.17%
-52.85%
-36.09%
46.19%
34.34%
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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 14.41%, more than USD's 0.40% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MRCC Monroe Capital Corporation | 14.41% | 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 | 0.40% | 0.10% | 0.10% | 0.30% | 0.00% | 0.21% | 0.94% | 1.87% | 0.48% | 7.33% | 0.63% | 2.87% |
Drawdowns
MRCC vs. USD - Drawdown Comparison
The maximum MRCC drawdown since its inception was -57.63%, smaller than the maximum USD drawdown of -87.94%. 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 9.49%, while ProShares Ultra Semiconductors (USD) has a volatility of 32.76%. 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.