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MCR: MFS Charter Income (CEF)
Basic Info 6.85 0.03(0.44%) August 12
| Asset Class: | Multisector Bond |
| MyPlanIQ Rating: | (95%) |
| Start Date: | 07/21/1989 |
| Last Dividend Date: | 07/19/2022 |
| 12-Mo. Yield | 8.53% |
| Expenses | - |
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Performance Analytics (As of 08/12/2022)
| Last 1 Week* | YTD*(2022) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.3 | -10.8 | -7.3 | 4.7 | 6.0 | 6.0 | 7.9 | 3.9 | 8.5 | 13.4 | 14.9 | -13.6 | -0.5 | 11.8 | -17.1 | 1.5 | -10.6 | 10.6 | -2.9 | 2.6 | 25.1 | -10.6 | -4.1 | -0.5 | -2.5 | -0.0 | 5.9 | 0.4 | -3.8 | 7.0 | -17.3 | 0.0 | 2.6 | 7.0 | 4.4 | -11.7 | 1.3 | -8.4 | 15.3 | -12.2 | -15.5 |
| SR | NA | -1.1 | -0.56 | 0.23 | 0.34 | 0.42 | NA | 0.14 | 0.9 | 0.46 | -1.29 | -4.1 | -2.69 | -2.42 | -3.13 | -2.14 | -2.29 | -0.72 | -1.77 | -1.39 | 0.37 | -1.17 | -3.75 | -3.73 | -3.17 | -1.8 | -1.75 | -1.89 | -2.0 | -4.72 | 0.65 | 2.28 | -3.37 | 0.53 | -3.91 | -0.51 | 0.08 | -0.49 | 0.66 | -0.49 | -1.41 |
| DD(%) | NA | 21.2 | 22.5 | 31.7 | 31.7 | 31.7 | NA | 36.1 | 5.7 | 31.7 | 2.6 | 17.3 | 4.9 | 7.0 | 18.2 | 10.8 | 19.5 | 8.6 | 13.0 | 9.3 | 14.3 | 29.6 | 5.9 | 5.9 | 7.5 | 11.7 | 7.4 | 7.4 | 14.9 | 6.7 | 23.0 | 15.2 | 6.4 | 6.6 | 6.6 | 17.9 | 9.5 | 17.6 | 13.8 | 25.3 | 15.5 |
| SD(%) | NA | 16.1 | 13.9 | 19.1 | 15.5 | 13.2 | NA | 14.6 | 9.4 | 28.8 | 6.5 | 8.6 | 7.3 | 9.2 | 11.4 | 7.9 | 12.7 | 11.2 | 12.1 | 11.5 | 17.4 | 25.6 | 7.0 | 6.1 | 7.4 | 10.9 | 7.7 | 10.2 | 12.7 | 13.1 | 11.8 | 14.6 | 13.0 | 17.2 | 14.8 | 19.4 | 16.1 | 17.0 | 23.2 | 24.7 | 22.3 |
| TR | NA | -0.21 | -0.11 | 0.06 | 0.08 | 0.12 | NA | 0.06 | 0.41 | 0.13 | -1.04 | -1.85 | -1.15 | -4.96 | 1.05 | -1.14 | -0.28 | 3.82 | 0.33 | 0.76 | -0.49 | 0.89 | -2.18 | -0.69 | -0.37 | -0.21 | -0.26 | -1.28 | -1.52 | -0.82 | 0.22 | 1.46 | -2.47 | 0.14 | -0.73 | -0.09 | 0.04 | -4.62 | 0.11 | -0.15 | 0.26 |
| Alpha(%) | NA | -0.02 | 0.0 | 0.03 | 0.02 | 0.02 | NA | 0.01 | 0.04 | 0.04 | -0.03 | -0.12 | -0.96 | -1.02 | -2.35 | -0.05 | 0.01 | -0.03 | -0.1 | -0.92 | 0.02 | -0.12 | -0.09 | -0.06 | -0.29 | -0.02 | -0.02 | -0.28 | -0.08 | -0.13 | -0.02 | 0.11 | -0.13 | 0.04 | -0.05 | 0.0 | -0.02 | -0.03 | 0.03 | -0.04 | -0.14 |
| Beta(%) | NA | 0.85 | 0.7 | 0.74 | 0.64 | 0.46 | NA | 0.33 | 0.21 | 0.98 | 0.08 | 0.19 | 0.17 | 0.04 | -0.34 | 0.15 | 1.03 | -0.02 | -0.64 | -0.21 | -0.13 | -0.34 | 0.12 | 0.33 | 0.64 | 0.93 | 0.53 | 0.15 | 0.17 | 0.75 | 0.34 | 0.23 | 0.18 | 0.66 | 0.79 | 1.12 | 0.33 | 0.02 | 1.34 | 0.81 | -1.22 |
| RS | NA | 0.16 | 0.1 | 0.04 | 0.03 | 0.02 | NA | 0.01 | 0.01 | 0.03 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.08 | 0.0 | 0.05 | 0.01 | 0.0 | 0.01 | 0.0 | 0.03 | 0.08 | 0.14 | 0.1 | 0.0 | 0.0 | 0.06 | 0.01 | 0.0 | 0.0 | 0.03 | 0.04 | 0.08 | 0.0 | 0.0 | 0.03 | 0.01 | 0.04 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/21/1989
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