MCR vs RSHO
Comparison between MFS Charter Income Trust (MCR, ETF) and Tema American Reshoring ETF (RSHO, ETF).
MCR vs RSHO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MCR
$274M
Winner
RSHO
$274M
Expense Ratio
MCR
N/A
RSHO
0.75%
Max Drawdown
MCR
46.50%
Winner
RSHO
27.49%
Sharpe Ratio
MCR
0.11
Winner
RSHO
1.75
5Y Beta
Winner
MCR
0.24
RSHO
1.20
P/E Ratio
MCR
N/A
RSHO
38.67
Forward P/E
MCR
N/A
RSHO
26.49
PEG Ratio
MCR
N/A
RSHO
1.92
5Y Dividends CAGR
MCR
-3.69%
RSHO
N/A
5Y EPS CAGR
MCR
N/A
RSHO
16.10%
P/S Ratio
MCR
N/A
RSHO
2.85
P/B Ratio
MCR
N/A
RSHO
5.20
MCR vs RSHO - Historical Returns
Returns include dividend reinvestment.
1M
MCR
+3.03%
Winner
RSHO
+6.63%
3M
MCR
+2.31%
Winner
RSHO
+21.81%
6M
MCR
+0.71%
Winner
RSHO
+34.72%
1Y
MCR
+4.53%
Winner
RSHO
+59.05%
5Y(CAGR)
MCR
+1.25%
RSHO
N/A
10Y(CAGR)
MCR
+5.48%
RSHO
N/A
Max(CAGR)
MCR
+6.46%
Winner
RSHO
+33.46%
MCR vs RSHO - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | MCR | RSHO |
|---|---|---|
| 2026 | +0.95% | +33.07% |
| 2025 | +7.79% | +20.11% |
| 2024 | +7.55% | +18.82% |
| 2023 | +12.58% | +28.26% |
| 2022 | -21.33% | N/A |
| 2021 | +6.32% | N/A |
| 2020 | +13.16% | N/A |
| 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 RSHO Drawdown Comparison
The maximum drawdown for MCR was -31.73%, occurring on Mar 18, 2020. Recovery took 72 trading sessions.
The maximum drawdown for RSHO was -27.31%, occurring on Apr 8, 2025. Recovery took 162 trading sessions.
The current MCR drawdown is -1.11%.
| Rank | MCR | RSHO |
|---|---|---|
| #1 | -31.73% Feb 19, 2020 - Jun 2, 2020 | -27.31% Nov 25, 2024 - Jul 23, 2025 |
| #2 | -28.17% Dec 27, 2021 - Aug 1, 2025 | -14.64% Feb 24, 2026 - Apr 23, 2026 |
| #3 | -26.38% May 16, 2008 - May 26, 2009 | -13.22% Aug 1, 2023 - Dec 11, 2023 |
| #4 | -17.33% May 20, 2013 - May 18, 2016 | -8.97% Jul 31, 2024 - Sep 19, 2024 |
| #5 | -11.71% Jul 15, 2011 - Jan 5, 2012 | -8.38% Oct 29, 2025 - Dec 10, 2025 |
| #6 | -10.92% Aug 29, 2001 - Jun 5, 2002 | -8.38% May 11, 2026 - Jun 2, 2026 |
| #7 | -10.56% Mar 10, 2004 - Dec 23, 2004 | -6.98% May 15, 2024 - Jul 16, 2024 |
| #8 | -9.57% Oct 19, 2017 - Jan 31, 2019 | -6.25% Mar 28, 2024 - May 15, 2024 |
| #9 | -8.14% Nov 1, 2012 - Jan 3, 2013 | -5.60% Jun 4, 2026 - Jun 15, 2026 |
| #10 | -7.53% Oct 27, 2010 - May 31, 2011 | -5.21% Dec 26, 2023 - Feb 2, 2024 |
| #11 | -7.46% Nov 8, 1999 - Feb 9, 2000 | -4.92% Dec 11, 2025 - Jan 5, 2026 |
| #12 | -7.08% Aug 17, 2020 - Nov 30, 2020 | -4.64% Oct 6, 2025 - Oct 21, 2025 |
| #13 | -6.89% Apr 26, 2010 - Jul 16, 2010 | -4.49% Jul 16, 2024 - Jul 31, 2024 |
| #14 | -6.69% Jun 17, 2003 - Nov 4, 2003 | -3.85% Jul 25, 2025 - Aug 13, 2025 |
| #15 | -6.67% Feb 9, 2000 - Jun 14, 2000 | -3.65% Oct 17, 2024 - Nov 6, 2024 |
Correlation
Correlation between MCR and RSHO is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
0.85
-101
Dividend Comparison (2000 - 2026)
MCR vs RSHO dividend yield comparison.
| Year | MCR | RSHO |
|---|---|---|
| 2026 | 4.42% | 0.00% |
| 2025 | 8.58% | 0.30% |
| 2024 | 8.60% | 0.26% |
| 2023 | 8.37% | 0.25% |
| 2022 | 9.55% | 0.00% |
| 2021 | 8.14% | 0.00% |
| 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% |
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