MCR vs FLCH

Comparison between MFS Charter Income Trust (MCR, ETF) and FRANKLIN FTSE CHINA ETF (FLCH, ETF).

5-Year PerformanceMCR has outperformed FLCH, delivering a return of +1.3% compared to -5.1%

MCR vs FLCH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MCR(ETF)	FLCH(ETF)
Net Assets	$274M	$273M
Expense Ratio	N/A	0.19%
Max Drawdown	46.50%	62.87%
Sharpe Ratio	0.11	-0.00
5Y Beta	0.24	0.61
5Y Dividends CAGR	-3.69%	27.28%

Net Assets

Winner

MCR

$274M

FLCH

$273M

Expense Ratio

MCR

N/A

FLCH

0.19%

Max Drawdown

Winner

MCR

46.50%

FLCH

62.87%

Sharpe Ratio

Winner

MCR

0.11

FLCH

-0.00

5Y Beta

Winner

MCR

0.24

FLCH

0.61

5Y Dividends CAGR

MCR

-3.69%

Winner

FLCH

27.28%

MCR vs FLCH - Historical Returns

Returns include dividend reinvestment.

Period	MCR	FLCH
1 month	+0.32%	-6.39%
3 months	+1.47%	-5.46%
6 months	+0.53%	-9.11%
1 year	+4.05%	+1.95%
5 years(CAGR)	+1.29%	-5.07%
10 years(CAGR)	+5.43%	+0.26%
Max(CAGR)	+6.45%	+0.26%

Winner

MCR

+0.32%

FLCH

-6.39%

Winner

MCR

+1.47%

FLCH

-5.46%

Winner

MCR

+0.53%

FLCH

-9.11%

Winner

MCR

+4.05%

FLCH

+1.95%

5Y(CAGR)

Winner

MCR

+1.29%

FLCH

-5.07%

10Y(CAGR)

Winner

MCR

+5.43%

FLCH

+0.26%

Max(CAGR)

Winner

MCR

+6.45%

FLCH

+0.26%

MCR vs FLCH - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MCR	FLCH
2026	+0.62%	-11.48%
2025	+7.79%	+34.59%
2024	+7.55%	+20.93%
2023	+12.58%	-13.87%
2022	-21.33%	-22.86%
2021	+6.32%	-21.11%
2020	+13.16%	+25.92%
2019	+23.85%	+24.73%
2018	-5.63%	-22.09%
2017	+7.98%	+0.91%
2016	+22.92%	N/A
2015	-8.84%	N/A
2014	+9.67%	N/A
2013	-6.68%	N/A
2012	+18.03%	N/A
2011	+5.00%	N/A
2010	+11.29%	N/A
2009	+30.20%	N/A
2008	-5.43%	N/A
2007	+1.43%	N/A
2006	+7.01%	N/A
2005	+3.64%	N/A
2004	+6.67%	N/A
2003	+12.24%	N/A
2002	+8.23%	N/A
2001	+3.87%	N/A
2000	+11.17%	N/A
1999	-3.01%	N/A

MCR vs FLCH Drawdown Comparison

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

The maximum drawdown for FLCH was -62.09%, occurring on Oct 31, 2022. This drawdown has not yet recovered.

The current MCR drawdown is -1.44%. The current FLCH drawdown is -35.35%.

Rank	MCR	FLCH
#1	-31.73% Feb 19, 2020 - Jun 2, 2020	-62.09% Feb 17, 2021 - Oct 31, 2022
#2	-28.17% Dec 27, 2021 - Aug 1, 2025	-32.63% Jan 26, 2018 - Jul 6, 2020
#3	-26.38% May 16, 2008 - May 26, 2009	-8.42% Nov 21, 2017 - Jan 2, 2018
#4	-17.33% May 20, 2013 - May 18, 2016	-7.13% Aug 28, 2020 - Oct 12, 2020
#5	-11.71% Jul 15, 2011 - Jan 5, 2012	-5.99% Jul 9, 2020 - Aug 24, 2020
#6	-10.92% Aug 29, 2001 - Jun 5, 2002	-5.89% Jan 25, 2021 - Feb 9, 2021
#7	-10.56% Mar 10, 2004 - Dec 23, 2004	-5.58% Nov 6, 2020 - Jan 5, 2021
#8	-9.57% Oct 19, 2017 - Jan 31, 2019	-2.11% Nov 13, 2017 - Nov 17, 2017
#9	-8.14% Nov 1, 2012 - Jan 3, 2013	-1.93% Oct 13, 2020 - Oct 20, 2020
#10	-7.53% Oct 27, 2010 - May 31, 2011	-1.82% Jan 5, 2021 - Jan 8, 2021
#11	-7.46% Nov 8, 1999 - Feb 9, 2000	-1.79% Oct 29, 2020 - Nov 4, 2020
#12	-7.08% Aug 17, 2020 - Nov 30, 2020	-1.75% Jul 6, 2020 - Jul 8, 2020
#13	-6.89% Apr 26, 2010 - Jul 16, 2010	-1.75% Oct 27, 2020 - Oct 29, 2020
#14	-6.69% Jun 17, 2003 - Nov 4, 2003	-1.61% Jan 8, 2021 - Jan 13, 2021
#15	-6.67% Feb 9, 2000 - Jun 14, 2000	-1.19% Jan 12, 2018 - Jan 17, 2018

Correlation

Correlation between MCR and FLCH is 0.36 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.36

-101

Dividend Comparison (2000 - 2026)

MCR vs FLCH dividend yield comparison.

Year	MCR	FLCH
2026	4.43%	0.00%
2025	8.58%	2.36%
2024	8.60%	2.87%
2023	8.37%	3.47%
2022	9.55%	2.69%
2021	8.14%	1.48%
2020	7.94%	0.91%
2019	8.38%	1.98%
2018	9.66%	1.92%
2017	8.84%	0.01%
2016	8.63%	0.00%
2015	9.13%	0.00%
2014	7.67%	0.00%
2013	6.74%	0.00%
2012	6.41%	0.00%
2011	7.43%	0.00%
2010	8.16%	0.00%
2009	6.48%	0.00%
2008	7.62%	0.00%
2007	5.86%	0.00%
2006	5.72%	0.00%
2005	5.91%	0.00%
2004	6.18%	0.00%
2003	6.08%	0.00%
2002	6.94%	0.00%
2001	8.89%	0.00%
2000	3.05%	0.00%