MCR vs JSTC

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

5-Year PerformanceJSTC has outperformed MCR, delivering a return of +6.4% compared to +1.3%

MCR vs JSTC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MCR(ETF)	JSTC(ETF)
Net Assets	$274M	$335M
Expense Ratio	N/A	0.89%
Max Drawdown	46.50%	27.36%
Sharpe Ratio	0.00	0.90
5Y Beta	0.24	0.79
5Y Dividends CAGR	-3.69%	N/A

Net Assets

MCR

$274M

Winner

JSTC

$335M

Expense Ratio

MCR

N/A

JSTC

0.89%

Max Drawdown

MCR

46.50%

Winner

JSTC

27.36%

Sharpe Ratio

MCR

0.00

Winner

JSTC

0.90

5Y Beta

Winner

MCR

0.24

JSTC

0.79

5Y Dividends CAGR

MCR

-3.69%

JSTC

N/A

MCR vs JSTC - Historical Returns

Returns include dividend reinvestment.

Period	MCR	JSTC
1 month	+0.32%	+3.87%
3 months	+1.47%	+14.94%
6 months	+0.53%	+11.93%
1 year	+4.05%	+16.80%
5 years(CAGR)	+1.29%	+6.41%
10 years(CAGR)	+5.43%	N/A
Max(CAGR)	+6.45%	+8.63%

MCR

+0.32%

Winner

JSTC

+3.87%

MCR

+1.47%

Winner

JSTC

+14.94%

MCR

+0.53%

Winner

JSTC

+11.93%

MCR

+4.05%

Winner

JSTC

+16.80%

5Y(CAGR)

MCR

+1.29%

Winner

JSTC

+6.41%

10Y(CAGR)

MCR

+5.43%

JSTC

N/A

Max(CAGR)

MCR

+6.45%

Winner

JSTC

+8.63%

MCR vs JSTC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MCR	JSTC
2026	+0.62%	+10.54%
2025	+7.79%	+12.45%
2024	+7.55%	+10.26%
2023	+12.58%	+14.90%
2022	-21.33%	-17.69%
2021	+6.32%	+20.35%
2020	+13.16%	+2.16%
2019	+23.85%	N/A
2018	-5.63%	N/A
2017	+7.98%	N/A
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 JSTC Drawdown Comparison

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

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

The current MCR drawdown is -1.44%. The current JSTC drawdown is -0.12%.

Rank	MCR	JSTC
#1	-31.73% Feb 19, 2020 - Jun 2, 2020	-26.82% Nov 8, 2021 - Jul 16, 2024
#2	-28.17% Dec 27, 2021 - Aug 1, 2025	-16.71% Dec 4, 2024 - May 20, 2025
#3	-26.38% May 16, 2008 - May 26, 2009	-9.93% Feb 26, 2026 - Apr 17, 2026
#4	-17.33% May 20, 2013 - May 18, 2016	-6.01% Oct 27, 2025 - Dec 24, 2025
#5	-11.71% Jul 15, 2011 - Jan 5, 2012	-5.28% Sep 3, 2021 - Oct 20, 2021
#6	-10.92% Aug 29, 2001 - Jun 5, 2002	-5.02% Jul 16, 2024 - Aug 19, 2024
#7	-10.56% Mar 10, 2004 - Dec 23, 2004	-4.54% Feb 16, 2021 - Mar 11, 2021
#8	-9.57% Oct 19, 2017 - Jan 31, 2019	-4.52% Jan 20, 2021 - Feb 8, 2021
#9	-8.14% Nov 1, 2012 - Jan 3, 2013	-4.18% May 7, 2021 - May 26, 2021
#10	-7.53% Oct 27, 2010 - May 31, 2011	-3.71% Jul 12, 2021 - Jul 29, 2021
#11	-7.46% Nov 8, 1999 - Feb 9, 2000	-3.52% Oct 18, 2024 - Nov 7, 2024
#12	-7.08% Aug 17, 2020 - Nov 30, 2020	-3.32% Aug 30, 2024 - Sep 16, 2024
#13	-6.89% Apr 26, 2010 - Jul 16, 2010	-3.29% Jul 23, 2025 - Aug 13, 2025
#14	-6.69% Jun 17, 2003 - Nov 4, 2003	-3.23% May 8, 2026 - May 22, 2026
#15	-6.67% Feb 9, 2000 - Jun 14, 2000	-3.12% Jun 4, 2026 - Jun 10, 2026

Correlation

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

0.84

-101

Dividend Comparison (2000 - 2026)

MCR vs JSTC dividend yield comparison.

Year	MCR	JSTC
2026	4.43%	0.00%
2025	8.58%	1.34%
2024	8.60%	1.11%
2023	8.37%	1.03%
2022	9.55%	0.83%
2021	8.14%	0.96%
2020	7.94%	0.00%
2019	8.38%	0.00%
2018	9.66%	0.00%
2017	8.84%	0.00%
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%