Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MCR (MFS Charter Income Trust) | 4.80% | 9.31% | 5.78% | 2.39% | 6.09% | 5.91% | 6.73% | 3.84% |
Data as of 08/06/2025, AR inception is 07/21/1989
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MCR (MFS Charter Income Trust) | 07/21/1989 | 08/06/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.95 | 9.31 | 5.78 | 2.39 | 6.09 | 5.91 | 6.73 | 3.84 | 4.80 | 7.68 | 14.61 | -21.26 | 5.41 | 13.49 | 25.37 | -5.42 | 8.61 | 22.29 | -5.61 | 9.92 | -4.65 | 18.23 | 4.68 | 11.42 | 34.63 | -3.82 | 1.55 | 5.52 | 2.91 | 6.43 | 12.58 | 7.55 | 3.31 | 17.46 | -17.31 | 0.00 | 2.63 | 7.04 | 4.41 | -11.69 | 1.32 | -8.43 | 15.28 | -12.20 | -15.46 |
| Sharpe Ratio | NA | 0.56 | 0.25 | 0.06 | 0.35 | NA | NA | 0.13 | 0.59 | 0.52 | 0.86 | -1.25 | 0.58 | 0.46 | 4.03 | -0.84 | 1.18 | 2.48 | -0.47 | 1.34 | -0.37 | 1.66 | 0.39 | 1.00 | 2.01 | -0.19 | -0.24 | 0.36 | 0.09 | 0.51 | 1.55 | 0.64 | 0.07 | 1.02 | -1.75 | -0.24 | -0.08 | 0.19 | 0.03 | -0.76 | -0.05 | -0.64 | 0.49 | -0.71 | -1.67 |
| Standard Deviation(%) | NA | 9.20 | 12.41 | 12.18 | 13.49 | NA | NA | 14.45 | 9.56 | 7.81 | 12.87 | 18.21 | 9.23 | 28.84 | 5.93 | 8.13 | 6.76 | 8.90 | 12.09 | 7.40 | 12.63 | 11.07 | 11.93 | 11.29 | 17.18 | 25.63 | 6.70 | 5.86 | 7.13 | 10.76 | 7.66 | 10.08 | 12.59 | 12.92 | 11.83 | 14.60 | 13.02 | 17.23 | 14.76 | 19.41 | 16.09 | 17.04 | 23.16 | 24.67 | 22.25 |
| Draw Down(%) | NA | 7.88 | 15.06 | 28.19 | 31.72 | NA | NA | 36.08 | 7.88 | 5.25 | 11.87 | 27.01 | 5.69 | 31.72 | 1.92 | 9.54 | 4.20 | 5.59 | 12.76 | 5.47 | 17.33 | 8.13 | 11.71 | 7.53 | 13.10 | 26.38 | 3.64 | 3.89 | 5.86 | 10.56 | 6.69 | 6.38 | 12.06 | 5.91 | 22.98 | 15.15 | 6.41 | 6.58 | 6.58 | 17.95 | 9.52 | 17.58 | 13.79 | 25.27 | 15.46 |
| Yield(%) | 0.00 | 8.55 | 7.80 | 6.87 | 7.83 | 7.13 | 7.56 | 3.77 | 4.94 | 8.47 | 8.63 | 6.88 | 8.00 | 8.26 | 9.50 | 8.33 | 8.75 | 9.70 | 12.13 | 7.77 | 5.90 | 7.15 | 7.25 | 8.37 | 7.84 | 6.69 | 5.61 | 5.78 | 5.30 | 6.19 | 6.35 | 6.98 | 7.23 | 9.75 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 08/06/2025, AR inception is 07/21/1989
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCR (MFS Charter Income Trust) |
-8.32%
Oct 1991 - Oct 1994 |
-6.47%
Sep 1989 - Sep 1994 |
-3.72%
Sep 1989 - Sep 1999 |
0.16%
Aug 1989 - Aug 2004 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCR (MFS Charter Income Trust) |
18.28%
Feb 2009 - Feb 2012 |
13.55%
Nov 2008 - Nov 2013 |
9.65%
Mar 2009 - Mar 2019 |
8.87%
Apr 2006 - Apr 2021 |
Annualized Rolling Returns Comparison Chart