Performance analysis of MCR (MFS Charter Income Trust)
Annual Return
Over the past 3 years, MCR has had an average annual return of +7.61%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, MCR has had an average annual return of +0.84%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, MCR has had an average annual return of +5.20%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Nov 1, 1999, MCR has had an average annual return of +6.36%, underperforming the benchmark SPY, which returned +8.56% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -2.08% | +7.03% | +7.71% | +14.59% | -21.24% | +5.23% | +13.43% | +25.38% | -5.41% | +8.61% | +22.27% | -9.93% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +9.91% | -4.65% | +18.16% | +4.67% | +11.41% | +34.63% | -3.83% | +1.56% | +5.52% | +3.40% | +6.43% | +12.64% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +7.59% | +4.63% | +10.30% | -3.01% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.56% | +0.23% | -2.01% | +0.39% | -0.42% | -0.84% | -2.08% | ||||||
| 2025 | +1.04% | +0.86% | -1.47% | -0.86% | +2.66% | +1.83% | +0.23% | +1.66% | +1.16% | -0.70% | +1.04% | -0.55% | +7.03% |
| 2024 | +0.40% | -1.31% | +1.21% | -2.42% | +2.20% | +1.37% | +2.64% | +0.88% | +3.39% | -2.80% | +0.41% | +1.68% | +7.71% |
| 2023 | +9.70% | -1.72% | -3.12% | +0.88% | -2.92% | +4.72% | +0.73% | -1.17% | -4.79% | -1.47% | +7.24% | +6.79% | +14.59% |
| 2022 | -5.35% | -6.93% | -0.06% | -6.74% | -1.37% | -4.53% | +7.93% | -3.35% | -7.50% | +8.40% | +8.06% | -9.87% | -21.24% |
| 2021 | +0.46% | -2.32% | +1.27% | +5.16% | -0.81% | +0.09% | -0.14% | +0.55% | -0.03% | +1.60% | -2.12% | +1.62% | +5.23% |
| 2020 | +1.79% | -5.33% | -6.69% | +6.57% | +6.73% | -3.57% | +7.69% | +0.91% | -5.32% | +2.60% | +5.26% | +3.52% | +13.43% |
| 2019 | +7.34% | -0.17% | +2.82% | +0.49% | +1.26% | +3.65% | +2.71% | +1.57% | -0.11% | +1.58% | +0.00480% | +1.92% | +25.38% |
| 2018 | -0.46% | -1.16% | -0.48% | -0.13% | -0.75% | +0.75% | -0.91% | +2.69% | -1.66% | -3.77% | +0.78% | -0.31% | -5.41% |
| 2017 | +2.14% | +1.43% | -0.29% | +1.31% | +1.54% | -0.31% | +1.19% | +0.39% | +0.96% | -0.67% | -1.02% | +1.69% | +8.61% |
Drawdown analysis of MCR (MFS Charter Income Trust)
The maximum drawdown for the MCR was -31.73%, occurring on Mar 18, 2020. Recovery took 52 trading sessions.
The current MCR drawdown is -3.63%.
Since Nov 1, 1999 MCR has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 3 times
- 10% or more: 7 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -31.73% | Feb 19, 2020 | 20 | Mar 18, 2020 | 52 | Jun 2, 2020 | 72 |
| -28.17% | Dec 27, 2021 | 202 | Oct 14, 2022 | 700 | Aug 1, 2025 | 902 |
| -26.38% | May 16, 2008 | 131 | Nov 20, 2008 | 126 | May 26, 2009 | 257 |
| -17.33% | May 20, 2013 | 63 | Aug 19, 2013 | 692 | May 18, 2016 | 755 |
| -11.72% | Jul 15, 2011 | 56 | Oct 4, 2011 | 64 | Jan 5, 2012 | 120 |
| -10.92% | Aug 20, 2001 | 19 | Sep 21, 2001 | 176 | Jun 5, 2002 | 195 |
| -10.56% | Mar 10, 2004 | 43 | May 11, 2004 | 157 | Dec 23, 2004 | 200 |
| -9.57% | Oct 19, 2017 | 294 | Dec 20, 2018 | 27 | Jan 31, 2019 | 321 |
| -8.14% | Nov 1, 2012 | 10 | Nov 15, 2012 | 32 | Jan 3, 2013 | 42 |
| -7.52% | Oct 27, 2010 | 33 | Dec 14, 2010 | 115 | May 31, 2011 | 148 |
| -7.46% | Nov 8, 1999 | 25 | Dec 14, 1999 | 39 | Feb 9, 2000 | 64 |
| -7.08% | Aug 17, 2020 | 31 | Sep 30, 2020 | 42 | Nov 30, 2020 | 73 |
| -6.89% | Apr 26, 2010 | 19 | May 21, 2010 | 38 | Jul 16, 2010 | 57 |
| -6.69% | Jun 17, 2003 | 34 | Aug 5, 2003 | 64 | Nov 4, 2003 | 98 |
| -6.67% | Feb 9, 2000 | 25 | Mar 16, 2000 | 62 | Jun 14, 2000 | 87 |
| -6.37% | Sep 4, 2002 | 36 | Oct 24, 2002 | 54 | Jan 13, 2003 | 90 |
| -6.13% | Mar 27, 2001 | 57 | Jun 18, 2001 | 44 | Aug 20, 2001 | 101 |
| -5.86% | Feb 1, 2005 | 37 | Mar 28, 2005 | 67 | Jun 30, 2005 | 104 |
| -5.86% | Feb 19, 2026 | 26 | Mar 27, 2026 | Ongoing | Ongoing | Ongoing |
| -5.68% | Feb 8, 2021 | 12 | Feb 25, 2021 | 45 | Apr 30, 2021 | 57 |
| -5.58% | Aug 23, 2016 | 58 | Nov 14, 2016 | 31 | Dec 29, 2016 | 89 |
| -5.50% | Jun 9, 2020 | 15 | Jun 30, 2020 | 18 | Jul 27, 2020 | 33 |
| -5.24% | Jan 29, 2008 | 33 | Mar 17, 2008 | 22 | Apr 17, 2008 | 55 |
| -5.07% | Oct 12, 2000 | 11 | Oct 27, 2000 | 16 | Nov 20, 2000 | 27 |
| -4.93% | Jun 26, 2002 | 13 | Jul 16, 2002 | 27 | Aug 22, 2002 | 40 |