JSTC vs MCR

Comparison between ADASINA SOCIAL JUSTICE ALL CAP GLOBAL ETF (JSTC, ETF) and MFS Charter Income Trust (MCR, ETF).

5-Year PerformanceJSTC has outperformed MCR, delivering a return of +5.9% compared to +1.0%

JSTC vs MCR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JSTC(ETF)	MCR(ETF)
Net Assets	$275M	$274M
Expense Ratio	0.89%	N/A
Max Drawdown	27.36%	46.50%
Sharpe Ratio	0.83	-0.13
5Y Beta	0.79	0.24
5Y Dividends CAGR	N/A	-5.19%

Net Assets

Winner

JSTC

$275M

MCR

$274M

Expense Ratio

JSTC

0.89%

MCR

N/A

Max Drawdown

Winner

JSTC

27.36%

MCR

46.50%

Sharpe Ratio

Winner

JSTC

0.83

MCR

-0.13

5Y Beta

JSTC

0.79

Winner

MCR

0.24

5Y Dividends CAGR

JSTC

N/A

MCR

-5.19%

JSTC vs MCR - Historical Returns

Returns include dividend reinvestment.

Period	JSTC	MCR
1 month	+2.28%	-0.42%
3 months	+8.65%	-1.08%
6 months	+8.57%	-1.81%
1 year	+15.14%	+2.76%
5 years(CAGR)	+5.93%	+0.98%
10 years(CAGR)	N/A	+5.22%
Max(CAGR)	+8.14%	+6.39%

Winner

JSTC

+2.28%

MCR

-0.42%

Winner

JSTC

+8.65%

MCR

-1.08%

Winner

JSTC

+8.57%

MCR

-1.81%

Winner

JSTC

+15.14%

MCR

+2.76%

5Y(CAGR)

Winner

JSTC

+5.93%

MCR

+0.98%

10Y(CAGR)

JSTC

N/A

MCR

+5.22%

Max(CAGR)

Winner

JSTC

+8.14%

MCR

+6.39%

JSTC vs MCR - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	JSTC	MCR
2026	+7.69%	-0.95%
2025	+12.45%	+7.79%
2024	+10.26%	+7.55%
2023	+14.90%	+12.58%
2022	-17.69%	-21.33%
2021	+20.35%	+6.32%
2020	+2.16%	+13.16%
2019	N/A	+23.85%
2018	N/A	-5.63%
2017	N/A	+7.98%
2016	N/A	+22.92%
2015	N/A	-8.84%
2014	N/A	+9.67%
2013	N/A	-6.68%
2012	N/A	+18.03%
2011	N/A	+5.00%
2010	N/A	+11.29%
2009	N/A	+30.20%
2008	N/A	-5.43%
2007	N/A	+1.43%
2006	N/A	+7.01%
2005	N/A	+3.64%
2004	N/A	+6.67%
2003	N/A	+12.24%
2002	N/A	+8.23%
2001	N/A	+3.87%
2000	N/A	+11.17%
1999	N/A	-3.01%

JSTC vs MCR Drawdown Comparison

The maximum drawdown for JSTC was -26.82%, occurring on Oct 12, 2022. Recovery took 673 trading sessions.

The maximum drawdown for MCR was -31.73%, occurring on Mar 18, 2020. Recovery took 72 trading sessions.

The current JSTC drawdown is -2.70%. The current MCR drawdown is -2.98%.

Rank	JSTC	MCR
#1	-26.82% Nov 8, 2021 - Jul 16, 2024	-31.73% Feb 19, 2020 - Jun 2, 2020
#2	-16.71% Dec 4, 2024 - May 20, 2025	-28.17% Dec 27, 2021 - Aug 1, 2025
#3	-9.93% Feb 26, 2026 - Apr 17, 2026	-26.38% May 16, 2008 - May 26, 2009
#4	-6.01% Oct 27, 2025 - Dec 24, 2025	-17.33% May 20, 2013 - May 18, 2016
#5	-5.28% Sep 3, 2021 - Oct 20, 2021	-11.71% Jul 15, 2011 - Jan 5, 2012
#6	-5.02% Jul 16, 2024 - Aug 19, 2024	-10.92% Aug 29, 2001 - Jun 5, 2002
#7	-4.54% Feb 16, 2021 - Mar 11, 2021	-10.56% Mar 10, 2004 - Dec 23, 2004
#8	-4.52% Jan 20, 2021 - Feb 8, 2021	-9.57% Oct 19, 2017 - Jan 31, 2019
#9	-4.18% May 7, 2021 - May 26, 2021	-8.14% Nov 1, 2012 - Jan 3, 2013
#10	-3.71% Jul 12, 2021 - Jul 29, 2021	-7.53% Oct 27, 2010 - May 31, 2011
#11	-3.52% Oct 18, 2024 - Nov 7, 2024	-7.46% Nov 8, 1999 - Feb 9, 2000
#12	-3.32% Aug 30, 2024 - Sep 16, 2024	-7.08% Aug 17, 2020 - Nov 30, 2020
#13	-3.29% Jul 23, 2025 - Aug 13, 2025	-6.89% Apr 26, 2010 - Jul 16, 2010
#14	-3.23% May 8, 2026 - May 22, 2026	-6.69% Jun 17, 2003 - Nov 4, 2003
#15	-2.92% Oct 6, 2025 - Oct 27, 2025	-6.67% Feb 9, 2000 - Jun 14, 2000

Correlation

Correlation between JSTC and MCR is 0.84 which considered as a strong positive correlation - the stocks tend to move together.

0.84

-101

Dividend Comparison (2000 - 2026)

JSTC vs MCR dividend yield comparison.

Year	JSTC	MCR
2026	0.00%	3.73%
2025	1.34%	8.58%
2024	1.11%	8.60%
2023	1.03%	8.37%
2022	0.83%	9.55%
2021	0.96%	8.14%
2020	0.00%	7.94%
2019	0.00%	8.38%
2018	0.00%	9.66%
2017	0.00%	8.84%
2016	0.00%	8.63%
2015	0.00%	9.13%
2014	0.00%	7.67%
2013	0.00%	6.74%
2012	0.00%	6.41%
2011	0.00%	7.43%
2010	0.00%	8.16%
2009	0.00%	6.48%
2008	0.00%	7.62%
2007	0.00%	5.86%
2006	0.00%	5.72%
2005	0.00%	5.91%
2004	0.00%	6.18%
2003	0.00%	6.08%
2002	0.00%	6.94%
2001	0.00%	8.89%
2000	0.00%	3.05%