Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XMCRX (MFS Charter Income Trust) | 0.34% | 5.93% | 6.94% | 2.42% | 2.56% | 2.36% | 2.12% | … | … |
Data as of 06/08/2026, Common starting date is 07/21/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XMCRX (MFS Charter Income Trust) | 07/21/1999 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.46 | 5.93 | 6.94 | 2.42 | 2.56 | 2.36 | 2.12 | … | … | 0.34 | 8.20 | 4.60 | 12.16 | -12.44 | 1.00 | 7.86 | 11.66 | -5.27 | -0.17 | 4.24 | -5.35 | 4.66 | 3.07 | 6.96 | -2.10 | 3.96 | 19.85 | -15.77 | -0.63 | -0.62 | -1.33 | 0.51 | 4.97 | 1.98 | -2.75 | -3.30 | -2.51 |
| Sharpe Ratio | NA | 0.98 | 0.88 | -0.02 | 0.20 | NA | NA | … | … | -0.42 | 1.49 | 0.26 | 1.48 | -1.97 | 0.41 | 0.77 | 4.06 | -2.51 | -0.30 | 0.85 | -0.95 | 1.71 | 1.02 | 2.48 | -0.46 | 0.97 | 4.62 | -2.75 | -1.25 | -1.43 | -1.35 | -0.14 | 1.21 | 0.23 | -1.20 | -1.97 | -2.91 |
| Standard Deviation(%) | NA | 3.33 | 4.26 | 4.95 | 5.03 | NA | NA | … | … | 4.08 | 3.60 | 3.82 | 5.81 | 7.08 | 2.38 | 9.81 | 2.51 | 2.66 | 2.77 | 4.72 | 5.68 | 2.72 | 2.96 | 2.80 | 4.66 | 3.98 | 4.27 | 6.07 | 3.03 | 2.85 | 2.66 | 3.35 | 3.52 | 3.70 | 4.41 | 3.81 | 3.09 |
| Draw Down(%) | NA | 3.20 | 5.42 | 18.26 | 18.26 | NA | NA | … | … | 3.20 | 3.76 | 2.38 | 5.42 | 17.30 | 2.65 | 17.40 | 1.44 | 6.23 | 2.33 | 4.56 | 12.12 | 3.95 | 5.65 | 2.66 | 8.81 | 4.54 | 5.34 | 19.73 | 3.21 | 4.14 | 3.35 | 5.49 | 5.80 | 3.16 | 5.71 | 5.94 | 3.31 |
| Yield(%) | 0.00 | 8.04 | 7.95 | 6.55 | 4.99 | 4.25 | 3.42 | … | … | 3.31 | 7.97 | 7.91 | 7.95 | 7.05 | 7.74 | 7.40 | 4.45 | 3.84 | 1.32 | 0.00 | 4.54 | 6.93 | 5.83 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.69 | 0.00 | 0.00 |
Data as of 06/08/2026, Common starting date is 07/21/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XMCRX (MFS Charter Income Trust) |
-6.66%
Nov 2005 – Nov 2008 |
-4.05%
Nov 2003 – Nov 2008 |
-0.60%
Aug 1999 – Aug 2009 |
0.53%
Dec 2003 – Dec 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XMCRX (MFS Charter Income Trust) |
9.53%
Sep 2022 – Sep 2025 |
6.74%
Feb 2009 – Feb 2014 |
3.28%
Feb 2009 – Feb 2019 |
3.05%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart