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.
Performance
MRCC vs. USD - Performance Comparison
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MRCC vs. USD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MRCC Monroe Capital Corporation | -27.31% | -14.59% | 36.74% | -5.68% | -15.37% | 53.23% | -15.17% | 27.79% | -22.10% | -1.64% |
USD ProShares Ultra Semiconductors | -4.90% | 62.08% | 139.64% | 228.79% | -68.57% | 104.27% | 68.16% | 110.37% | -26.88% | 81.72% |
Returns By Period
In the year-to-date period, MRCC achieves a -27.31% return, which is significantly lower than USD's -4.90% return. Over the past 10 years, MRCC has underperformed USD with an annualized return of 0.67%, while USD has yielded a comparatively higher 50.62% annualized return.
MRCC
- 1D
- -1.30%
- 1M
- -20.99%
- YTD
- -27.31%
- 6M
- -32.55%
- 1Y
- -33.25%
- 3Y*
- -4.69%
- 5Y*
- -4.56%
- 10Y*
- 0.67%
USD
- 1D
- 4.03%
- 1M
- -7.90%
- YTD
- -4.90%
- 6M
- -1.21%
- 1Y
- 145.25%
- 3Y*
- 90.90%
- 5Y*
- 44.58%
- 10Y*
- 50.62%
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Return for Risk
MRCC vs. USD — Risk / Return Rank
MRCC
USD
MRCC vs. USD - Risk-Adjusted Trends 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.
| MRCC | USD | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.84 | 1.90 | -2.74 |
Sortino ratioReturn per unit of downside risk | -1.07 | 2.44 | -3.51 |
Omega ratioGain probability vs. loss probability | 0.84 | 1.34 | -0.50 |
Calmar ratioReturn relative to maximum drawdown | -0.82 | 4.67 | -5.49 |
Martin ratioReturn relative to average drawdown | -2.27 | 12.81 | -15.08 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| MRCC | USD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.84 | 1.90 | -2.74 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.16 | 0.59 | -0.75 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.02 | 0.74 | -0.72 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.07 | 0.41 | -0.34 |
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.
Dividends
MRCC vs. USD - Dividend Comparison
MRCC's dividend yield for the trailing twelve months is around 16.96%, more than USD's 0.48% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MRCC Monroe Capital Corporation | 16.96% | 14.60% | 11.76% | 14.15% | 11.71% | 8.91% | 13.70% | 12.89% | 14.58% | 10.18% | 9.10% | 10.70% |
USD ProShares Ultra Semiconductors | 0.48% | 0.39% | 0.10% | 0.05% | 0.30% | 0.00% | 0.14% | 0.72% | 0.93% | 0.32% | 0.46% | 0.39% |
Drawdowns
MRCC vs. USD - Drawdown Comparison
The maximum MRCC drawdown since its inception was -57.63%, smaller than the maximum USD drawdown of -88.63%. Use the drawdown chart below to compare losses from any high point for MRCC and USD.
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Drawdown Indicators
| MRCC | USD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.63% | -88.63% | +31.00% |
Max Drawdown (1Y)Largest decline over 1 year | -42.08% | -31.80% | -10.28% |
Max Drawdown (5Y)Largest decline over 5 years | -45.80% | -77.85% | +32.05% |
Max Drawdown (10Y)Largest decline over 10 years | -57.63% | -77.85% | +20.22% |
Current DrawdownCurrent decline from peak | -40.10% | -21.24% | -18.86% |
Average DrawdownAverage peak-to-trough decline | -11.08% | -32.60% | +21.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 15.16% | 11.60% | +3.56% |
Volatility
MRCC vs. USD - Volatility Comparison
Monroe Capital Corporation (MRCC) has a higher volatility of 29.25% compared to ProShares Ultra Semiconductors (USD) at 21.67%. This indicates that MRCC's price experiences larger fluctuations and is considered to be riskier than USD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MRCC | USD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 29.25% | 21.67% | +7.58% |
Volatility (6M)Calculated over the trailing 6-month period | 34.30% | 48.73% | -14.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 39.55% | 77.08% | -37.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.97% | 76.24% | -48.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.29% | 68.85% | -35.56% |