Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MRCC (Monroe Capital Corp) | -18.67% | -20.32% | -2.40% | -2.84% | 1.74% | NA | NA | … | … |
Data as of 04/14/2026, Common starting date is 10/26/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MRCC (Monroe Capital Corp) | 10/26/2012 | 04/14/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.53 | -20.32 | -2.40 | -2.84 | 1.74 | NA | NA | … | … | -18.67 | -14.59 | 36.64 | -5.61 | -15.37 | 53.23 | -15.23 | 27.72 | -22.04 | -1.73 | 29.35 | -0.45 | 30.76 | -9.26 | 0.17 |
| Sharpe Ratio | NA | -0.57 | -0.18 | -0.18 | 0.00 | NA | NA | … | … | -0.83 | -0.65 | 1.58 | -0.33 | -0.62 | 2.77 | -0.21 | 1.27 | -1.11 | -0.16 | 1.14 | -0.02 | 1.73 | -0.50 | 0.06 |
| Standard Deviation(%) | NA | 40.75 | 31.37 | 28.85 | 33.11 | NA | NA | … | … | 65.76 | 26.97 | 20.91 | 28.65 | 27.13 | 19.22 | 72.89 | 20.73 | 21.27 | 14.63 | 25.64 | 21.64 | 17.78 | 18.46 | 16.42 |
| Draw Down(%) | NA | 42.08 | 45.80 | 45.80 | 57.62 | NA | NA | … | … | 37.56 | 27.96 | 8.58 | 20.32 | 30.80 | 7.75 | 57.62 | 20.13 | 31.50 | 13.92 | 17.34 | 12.63 | 6.34 | 19.61 | 3.63 |
| Yield(%) | 0.00 | 10.72 | 11.59 | 9.08 | 8.50 | 7.12 | 5.34 | … | … | 1.38 | 10.78 | 14.01 | 11.36 | 8.89 | 12.38 | 10.02 | 14.46 | 9.99 | 9.00 | 10.89 | 10.06 | 11.07 | 9.04 | 2.25 |
Data as of 04/14/2026, Common starting date is 10/26/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRCC (Monroe Capital Corp) |
-15.44%
Jul 2017 – Jul 2020 |
-5.53%
Jul 2015 – Jul 2020 |
0.39%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRCC (Monroe Capital Corp) |
23.98%
Jul 2020 – Jul 2023 |
14.49%
Mar 2020 – Mar 2025 |
6.13%
Jan 2015 – Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart