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MCR: MFS Charter Income Trust (CEF)
Basic Info 5.96 0.02(0.34%) June 05
| Asset Class: | Multisector Bond |
| MyPlanIQ Rating: | (95%) |
| Start Date: | 07/21/1989 |
| Last Dividend Date: | 05/19/2026 |
| 12-Mo. Yield | 8.52% |
| Expenses | - |
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Performance Analytics (As of 06/05/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 07/21/1989 |
2025 | 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(%) | -0.2 | -1.4 | 2.8 | 7.8 | 1.0 | 5.4 | 5.6 | 6.7 | 3.8 | 7.0 | 7.7 | 14.6 | -21.3 | 5.4 | 13.5 | 25.4 | -5.4 | 8.6 | 22.3 | -5.6 | 9.9 | -4.6 | 18.2 | 4.7 | 11.4 | 34.6 | -3.8 | 1.6 | 5.5 | 2.9 | 6.4 | 12.6 | 7.6 | 3.3 | 17.5 | -17.3 | 0.0 | 2.6 | 7.0 | 4.4 | -11.7 | 1.3 | -8.4 | 15.3 | -12.2 | -15.5 |
| Sharpe Ratio | NA | -0.62 | 0.08 | 0.57 | -0.14 | 0.29 | NA | NA | 0.12 | 0.49 | 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 | 1.0 | 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 |
| Draw Down(%) | NA | 5.8 | 5.8 | 8.3 | 28.2 | 31.7 | NA | NA | 36.1 | 7.9 | 5.3 | 11.9 | 27.0 | 5.7 | 31.7 | 1.9 | 9.5 | 4.2 | 5.6 | 12.8 | 5.5 | 17.3 | 8.1 | 11.7 | 7.5 | 13.1 | 26.4 | 3.6 | 3.9 | 5.9 | 10.6 | 6.7 | 6.4 | 12.1 | 5.9 | 23.0 | 15.2 | 6.4 | 6.6 | 6.6 | 17.9 | 9.5 | 17.6 | 13.8 | 25.3 | 15.5 |
| Standard Deviation(%) | NA | 8.9 | 7.5 | 9.3 | 11.9 | 13.3 | NA | NA | 14.3 | 8.5 | 7.8 | 12.9 | 18.2 | 9.2 | 28.8 | 5.9 | 8.1 | 6.8 | 8.9 | 12.1 | 7.4 | 12.6 | 11.1 | 11.9 | 11.3 | 17.2 | 25.6 | 6.7 | 5.9 | 7.1 | 10.8 | 7.7 | 10.1 | 12.6 | 12.9 | 11.8 | 14.6 | 13.0 | 17.2 | 14.8 | 19.4 | 16.1 | 17.0 | 23.2 | 24.7 | 22.3 |
| Treynor Ratio | NA | -0.05 | 0.01 | 0.08 | -0.02 | 0.06 | NA | NA | 0.04 | 0.1 | 0.06 | 0.19 | -0.2 | 0.41 | 0.14 | 0.98 | -0.43 | 0.39 | 7.04 | 0.12 | 0.57 | -0.05 | -1.57 | -0.07 | -0.66 | -3.13 | 0.14 | -0.17 | 0.06 | 0.01 | 0.06 | 0.23 | 0.37 | 0.07 | 0.18 | -0.61 | -0.25 | -0.05 | 0.05 | 0.01 | -0.14 | -0.06 | -0.96 | 0.1 | -0.29 | 0.32 |
| Alpha | NA | -0.01 | 0.0 | 0.02 | 0.0 | 0.02 | NA | NA | 0.01 | 0.01 | 0.02 | 0.04 | -0.03 | 0.02 | 0.04 | 0.08 | -0.03 | 0.03 | 0.08 | -0.02 | 0.03 | -0.01 | 0.07 | 0.04 | 0.05 | 0.13 | 0.0 | -0.01 | 0.01 | 0.0 | 0.01 | 0.04 | 0.02 | 0.0 | 0.03 | -0.08 | -0.01 | -0.01 | 0.02 | -0.03 | -0.03 | 0.0 | -0.04 | 0.01 | -0.07 | -0.14 |
| Beta | NA | 1.19 | 0.71 | 0.68 | 0.74 | 0.69 | NA | NA | 0.41 | 0.4 | 0.63 | 0.58 | 1.13 | 0.13 | 0.95 | 0.24 | 0.16 | 0.21 | 0.03 | -0.48 | 0.17 | 1.03 | -0.12 | -0.63 | -0.17 | -0.11 | -0.35 | 0.1 | 0.33 | 0.68 | 0.92 | 0.5 | 0.18 | 0.13 | 0.74 | 0.34 | 0.14 | 0.22 | 0.67 | 0.79 | 1.02 | 0.14 | 0.11 | 1.11 | 0.62 | -1.15 |
| RSquared | NA | 0.3 | 0.14 | 0.16 | 0.14 | 0.07 | NA | NA | 0.02 | 0.05 | 0.19 | 0.11 | 0.23 | 0.0 | 0.03 | 0.02 | 0.0 | 0.01 | 0.0 | 0.02 | 0.0 | 0.08 | 0.0 | 0.05 | 0.0 | 0.0 | 0.01 | 0.0 | 0.04 | 0.09 | 0.13 | 0.09 | 0.01 | 0.0 | 0.06 | 0.02 | 0.0 | 0.0 | 0.04 | 0.06 | 0.08 | 0.0 | 0.0 | 0.04 | 0.01 | 0.06 |
| Yield(%) | N/A | 3.6 | 8.5 | 8.8 | 6.5 | 7.6 | 7.2 | 7.9 | N/A | 8.5 | 8.5 | 8.6 | 6.9 | 8.0 | 8.3 | 9.5 | 8.3 | 8.7 | 9.7 | 12.1 | 7.8 | 5.9 | 7.2 | 7.3 | 8.4 | 7.8 | 6.7 | 5.6 | 5.8 | 5.3 | 6.2 | 6.4 | 7.0 | 7.2 | 9.7 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -58.6 | -1.1 | -15.5 | -21.0 | -4.6 | 51.9 | N/A | N/A | -1.8 | 1.5 | -8.0 | -15.4 | -0.4 | -1.1 | -0.4 | -5.6 | 2.0 | -33.2 | 56.2 | 15.6 | -6.9 | -3.8 | -11.4 | 29.2 | 6.4 | 16.2 | -1.8 | 5.2 | -14.5 | 2.6 | -7.8 | -8.3 | -19.5 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/21/1989
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