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 0.24, 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
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Key characteristics
MRCC:
-0.11
USD:
0.06
MRCC:
0.01
USD:
0.78
MRCC:
1.00
USD:
1.10
MRCC:
-0.11
USD:
0.09
MRCC:
-0.45
USD:
0.19
MRCC:
6.95%
USD:
30.27%
MRCC:
25.89%
USD:
99.49%
MRCC:
-57.63%
USD:
-87.94%
MRCC:
-27.49%
USD:
-40.09%
Returns By Period
The year-to-date returns for both investments are quite close, with MRCC having a -24.85% return and USD slightly higher at -24.39%. Over the past 10 years, MRCC has underperformed USD with an annualized return of 2.57%, while USD has yielded a comparatively higher 41.04% annualized return.
MRCC
-24.85%
-9.90%
-18.86%
-2.72%
11.23%
2.57%
USD
-24.39%
30.23%
-30.50%
6.10%
54.00%
41.04%
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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.
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Dividends
MRCC vs. USD - Dividend Comparison
MRCC's dividend yield for the trailing twelve months is around 16.16%, more than USD's 0.24% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MRCC Monroe Capital Corporation | 16.16% | 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 | 0.24% | 0.10% | 0.05% | 0.30% | 0.00% | 0.14% | 0.72% | 0.93% | 0.32% | 7.11% | 0.39% | 2.71% |
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.
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Volatility
MRCC vs. USD - Volatility Comparison
The current volatility for Monroe Capital Corporation (MRCC) is 10.21%, while ProShares Ultra Semiconductors (USD) has a volatility of 24.44%. 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.
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