Performance analysis of Monroe Capital (MRCC)
Annual Return
Over the past 3 years, MRCC has had an average annual return of -2.19%, underperforming the benchmark SPY, which returned +18.81% annual.
Over the past 5 years, MRCC has had an average annual return of -1.65%, underperforming the benchmark SPY, which returned +11.94% annual.
Over the past 10 years, MRCC has had an average annual return of +1.16%, underperforming the benchmark SPY, which returned +14.71% annual.
Since Oct 25, 2012, MRCC has had an average annual return of +3.74%, underperforming the benchmark SPY, which returned +14.62% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -9.01% | -14.50% | +36.77% | -5.90% | -15.19% | +53.13% | -15.06% | +27.73% | -22.04% | -1.73% | +29.35% | -0.45% |
| 2014 | 2013 | 2012 | |||||||||
| +30.75% | -9.25% | -0.55% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.79% | -8.57% | -20.09% | +23.56% | -9.01% | ||||||||
| 2025 | +1.18% | +2.44% | -8.66% | -10.26% | -7.86% | +2.40% | -0.79% | +18.39% | -2.76% | -0.57% | -8.02% | +2.10% | -14.50% |
| 2024 | +2.12% | +0.07% | +3.26% | +1.67% | +1.36% | +5.92% | +1.84% | +0.52% | +7.02% | -2.23% | +7.79% | +2.85% | +36.77% |
| 2023 | -3.28% | +1.58% | -5.89% | -4.70% | +0.27% | +15.34% | +6.84% | -12.35% | +0.48% | -8.99% | +3.98% | +3.70% | -5.90% |
| 2022 | -3.83% | -3.43% | +5.96% | -6.12% | +0.69% | -8.99% | +1.55% | -4.58% | -14.77% | +4.70% | +16.88% | -0.87% | -15.19% |
| 2021 | +6.47% | +9.36% | +10.12% | +7.37% | +1.95% | -0.18% | +0.56% | +0.37% | -1.83% | -0.67% | +10.18% | +0.80% | +53.13% |
| 2020 | +0.46% | -8.07% | -26.09% | +13.38% | -3.48% | -7.60% | -8.92% | +10.58% | +1.20% | -4.24% | +33.59% | -5.61% | -15.06% |
| 2019 | +25.42% | -0.58% | +4.29% | +1.24% | -7.73% | +4.85% | -1.39% | -11.25% | +8.03% | +7.01% | +0.09% | -0.96% | +27.73% |
| 2018 | +0.73% | -7.37% | -1.41% | +4.56% | +9.64% | -1.96% | -0.74% | +1.49% | +2.48% | -6.34% | -10.62% | -12.76% | -22.04% |
| 2017 | -0.78% | +3.61% | +1.71% | +2.22% | -2.11% | -1.01% | -1.77% | -7.82% | +6.41% | +2.02% | -1.09% | -2.41% | -1.73% |
Drawdown analysis of Monroe Capital (MRCC)
The maximum drawdown for the MRCC was -57.62%, occurring on Mar 23, 2020. Recovery took 259 trading sessions.
The current MRCC drawdown is -24.94%.
Since Oct 25, 2012 MRCC has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 4 times
- 20% or more: 5 times
- 10% or more: 7 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -57.62% | Jan 23, 2020 | 41 | Mar 23, 2020 | 259 | Apr 1, 2021 | 300 |
| -45.74% | Feb 28, 2025 | 256 | Mar 9, 2026 | Ongoing | Ongoing | Ongoing |
| -32.44% | Dec 15, 2021 | 199 | Sep 30, 2022 | 513 | Oct 16, 2024 | 712 |
| -31.86% | May 2, 2017 | 414 | Dec 21, 2018 | 271 | Jan 22, 2020 | 685 |
| -26.03% | Nov 6, 2015 | 63 | Feb 9, 2016 | 27 | Mar 18, 2016 | 90 |
| -19.61% | May 21, 2013 | 120 | Nov 8, 2013 | 147 | Jun 12, 2014 | 267 |
| -13.34% | Sep 7, 2016 | 41 | Nov 3, 2016 | 35 | Dec 23, 2016 | 76 |
| -9.81% | Jul 17, 2015 | 26 | Aug 24, 2015 | 13 | Sep 11, 2015 | 39 |
| -8.45% | Mar 18, 2016 | 13 | Apr 7, 2016 | 24 | May 11, 2016 | 37 |
| -7.75% | Jun 3, 2021 | 80 | Sep 27, 2021 | 36 | Nov 16, 2021 | 116 |
| -6.91% | May 16, 2016 | 3 | May 19, 2016 | 7 | May 31, 2016 | 10 |
| -6.68% | Oct 16, 2024 | 5 | Oct 23, 2024 | 18 | Nov 18, 2024 | 23 |
| -6.68% | Sep 25, 2015 | 2 | Sep 29, 2015 | 18 | Oct 23, 2015 | 20 |
| -6.56% | Apr 14, 2015 | 18 | May 8, 2015 | 24 | Jun 12, 2015 | 42 |
| -6.34% | Sep 11, 2014 | 24 | Oct 15, 2014 | 17 | Nov 7, 2014 | 41 |
| -5.92% | May 3, 2021 | 7 | May 12, 2021 | 11 | May 27, 2021 | 18 |
| -5.68% | Jan 2, 2025 | 6 | Jan 13, 2025 | 20 | Feb 11, 2025 | 26 |
| -4.66% | Mar 4, 2015 | 13 | Mar 23, 2015 | 14 | Apr 13, 2015 | 27 |
| -4.64% | Jul 19, 2016 | 9 | Aug 1, 2016 | 14 | Aug 19, 2016 | 23 |
| -4.57% | Nov 18, 2021 | 8 | Dec 1, 2021 | 10 | Dec 15, 2021 | 18 |
| -4.48% | Dec 4, 2024 | 10 | Dec 18, 2024 | 8 | Dec 31, 2024 | 18 |
| -4.39% | Jan 4, 2017 | 18 | Jan 31, 2017 | 14 | Feb 21, 2017 | 32 |
| -3.98% | Jun 12, 2014 | 37 | Aug 5, 2014 | 16 | Aug 27, 2014 | 53 |
| -3.98% | Feb 24, 2017 | 9 | Mar 9, 2017 | 6 | Mar 17, 2017 | 15 |
| -3.90% | Dec 24, 2012 | 12 | Jan 11, 2013 | 6 | Jan 22, 2013 | 18 |