MCR vs RWX
Comparison between MFS Charter Income Trust (MCR, ETF) and STATE STREET(R) SPDR(R) DOW JONES(R) INTERNATIONAL REAL ESTATE ETF (RWX, ETF).
5-Year PerformanceMCR has outperformed RWX, delivering a return of +1.0% compared to -3.0%
MCR vs RWX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
MCR vs RWX - Historical Returns
Returns include dividend reinvestment.
MCR vs RWX - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | MCR | RWX |
|---|---|---|
| 2026 | -0.95% | -5.66% |
| 2025 | +7.79% | +26.72% |
| 2024 | +7.55% | -10.90% |
| 2023 | +12.58% | +5.30% |
| 2022 | -21.33% | -21.93% |
| 2021 | +6.32% | +10.57% |
| 2020 | +13.16% | -9.19% |
| 2019 | +23.85% | +19.88% |
| 2018 | -5.63% | -8.76% |
| 2017 | +7.98% | +15.39% |
| 2016 | +22.92% | +1.22% |
| 2015 | -8.84% | -3.04% |
| 2014 | +9.67% | +6.35% |
| 2013 | -6.68% | +2.94% |
| 2012 | +18.03% | +35.75% |
| 2011 | +5.00% | -15.81% |
| 2010 | +11.29% | +19.51% |
| 2009 | +30.20% | +31.88% |
| 2008 | -5.43% | -50.50% |
| 2007 | +1.43% | -7.23% |
| 2006 | +7.01% | +4.32% |
| 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 RWX Drawdown Comparison
The maximum drawdown for MCR was -31.73%, occurring on Mar 18, 2020. Recovery took 72 trading sessions.
The maximum drawdown for RWX was -73.65%, occurring on Mar 9, 2009. Recovery took 2694 trading sessions.
The current MCR drawdown is -2.98%. The current RWX drawdown is -16.17%.
| Rank | MCR | RWX |
|---|---|---|
| #1 | -31.73% Feb 19, 2020 - Jun 2, 2020 | -73.65% May 7, 2007 - Jan 17, 2018 |
| #2 | -28.17% Dec 27, 2021 - Aug 1, 2025 | -43.37% Feb 14, 2020 - Jun 7, 2021 |
| #3 | -26.38% May 16, 2008 - May 26, 2009 | -35.89% Aug 5, 2021 - Oct 14, 2022 |
| #4 | -17.33% May 20, 2013 - May 18, 2016 | -13.95% Jan 26, 2018 - Sep 26, 2019 |
| #5 | -11.71% Jul 15, 2011 - Jan 5, 2012 | -10.03% Feb 23, 2007 - Apr 16, 2007 |
| #6 | -10.92% Aug 29, 2001 - Jun 5, 2002 | -4.52% Jun 10, 2021 - Aug 5, 2021 |
| #7 | -10.56% Mar 10, 2004 - Dec 23, 2004 | -3.52% Nov 1, 2019 - Dec 27, 2019 |
| #8 | -9.57% Oct 19, 2017 - Jan 31, 2019 | -2.80% Dec 29, 2006 - Jan 22, 2007 |
| #9 | -8.14% Nov 1, 2012 - Jan 3, 2013 | -1.66% Apr 16, 2007 - May 2, 2007 |
| #10 | -7.53% Oct 27, 2010 - May 31, 2011 | -1.27% Jan 24, 2020 - Feb 14, 2020 |
| #11 | -7.46% Nov 8, 1999 - Feb 9, 2000 | -1.21% Sep 30, 2019 - Oct 4, 2019 |
| #12 | -7.08% Aug 17, 2020 - Nov 30, 2020 | -1.21% Jan 24, 2007 - Feb 1, 2007 |
| #13 | -6.89% Apr 26, 2010 - Jul 16, 2010 | -1.16% Jan 6, 2020 - Jan 16, 2020 |
| #14 | -6.69% Jun 17, 2003 - Nov 4, 2003 | -0.82% Feb 7, 2007 - Feb 14, 2007 |
| #15 | -6.67% Feb 9, 2000 - Jun 14, 2000 | -0.80% Oct 21, 2019 - Nov 1, 2019 |
Correlation
Correlation between MCR and RWX is 0.63 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (2000 - 2026)
MCR vs RWX dividend yield comparison.
| Year | MCR | RWX |
|---|---|---|
| 2026 | 3.73% | 0.72% |
| 2025 | 8.58% | 3.65% |
| 2024 | 8.60% | 4.32% |
| 2023 | 8.37% | 3.90% |
| 2022 | 9.55% | 4.05% |
| 2021 | 8.14% | 4.62% |
| 2020 | 7.94% | 2.92% |
| 2019 | 8.38% | 8.94% |
| 2018 | 9.66% | 5.28% |
| 2017 | 8.84% | 2.77% |
| 2016 | 8.63% | 8.74% |
| 2015 | 9.13% | 2.94% |
| 2014 | 7.67% | 3.43% |
| 2013 | 6.74% | 4.54% |
| 2012 | 6.41% | 6.58% |
| 2011 | 7.43% | 4.24% |
| 2010 | 8.16% | 8.69% |
| 2009 | 6.48% | 4.81% |
| 2008 | 7.62% | 5.66% |
| 2007 | 5.86% | 3.16% |
| 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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