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MCR vs SPY

Comparison between MFS Charter Income Trust (MCR, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed MCR, delivering a return of +13.3% compared to +1.0%

MCR vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
MCR
$274M
Winner
SPY
$735B
Expense Ratio
MCR
N/A
SPY
0.09%
Max Drawdown
Winner
MCR
46.50%
SPY
56.47%
Sharpe Ratio
MCR
-0.13
Winner
SPY
1.62
5Y Beta
Winner
MCR
0.24
SPY
1.00
P/E Ratio
MCR
N/A
SPY
28.99
Forward P/E
MCR
N/A
SPY
22.37
5Y Dividends CAGR
MCR
-5.19%
Winner
SPY
5.43%
5Y EPS CAGR
MCR
N/A
SPY
26.05%
Debt to Equity
MCR
N/A
SPY
32.40%
P/S Ratio
MCR
N/A
SPY
3.74
P/B Ratio
MCR
N/A
SPY
5.61

MCR vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
MCR
-0.42%
Winner
SPY
+1.90%
3M
MCR
-1.08%
Winner
SPY
+8.55%
6M
MCR
-1.81%
Winner
SPY
+8.18%
1Y
MCR
+2.76%
Winner
SPY
+25.79%
5Y(CAGR)
MCR
+0.98%
Winner
SPY
+13.32%
10Y(CAGR)
MCR
+5.22%
Winner
SPY
+15.19%
Max(CAGR)
MCR
+6.39%
Winner
SPY
+8.47%

MCR vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearMCRSPY
2026-0.95%+8.26%
2025+7.79%+18.00%
2024+7.55%+25.59%
2023+12.58%+26.72%
2022-21.33%-18.64%
2021+6.32%+30.52%
2020+13.16%+17.28%
2019+23.85%+31.09%
2018-5.63%-5.24%
2017+7.98%+20.78%
2016+22.92%+13.59%
2015-8.84%+1.31%
2014+9.67%+14.56%
2013-6.68%+29.00%
2012+18.03%+14.17%
2011+5.00%+0.85%
2010+11.29%+13.14%
2009+30.20%+22.67%
2008-5.43%-36.25%
2007+1.43%+5.32%
2006+7.01%+13.85%
2005+3.64%+5.32%
2004+6.67%+10.75%
2003+12.24%+24.18%
2002+8.23%-22.42%
2001+3.87%-10.13%
2000+11.17%-8.84%
1999-3.01%+8.61%

MCR vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current MCR drawdown is -2.98%. The current SPY drawdown is -2.90%.

RankMCRSPY
#1-31.73%
Feb 19, 2020 - Jun 2, 2020		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-28.17%
Dec 27, 2021 - Aug 1, 2025		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-26.38%
May 16, 2008 - May 26, 2009		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-17.33%
May 20, 2013 - May 18, 2016		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-11.71%
Jul 15, 2011 - Jan 5, 2012		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-10.92%
Aug 29, 2001 - Jun 5, 2002		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-10.56%
Mar 10, 2004 - Dec 23, 2004		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-9.57%
Oct 19, 2017 - Jan 31, 2019		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-8.14%
Nov 1, 2012 - Jan 3, 2013		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-7.53%
Oct 27, 2010 - May 31, 2011		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-7.46%
Nov 8, 1999 - Feb 9, 2000		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-7.08%
Aug 17, 2020 - Nov 30, 2020		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-6.89%
Apr 26, 2010 - Jul 16, 2010		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-6.69%
Jun 17, 2003 - Nov 4, 2003		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-6.67%
Feb 9, 2000 - Jun 14, 2000		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between MCR and SPY is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91
-101

Dividend Comparison (1999 - 2026)

MCR vs SPY dividend yield comparison.

YearMCRSPY
20263.73%0.24%
20258.58%1.07%
20248.60%1.21%
20238.37%1.40%
20229.55%1.65%
20218.14%1.20%
20207.94%1.52%
20198.38%1.75%
20189.66%2.04%
20178.84%1.80%
20168.63%2.03%
20159.13%2.06%
20147.67%1.87%
20136.74%1.81%
20126.41%2.18%
20117.43%2.05%
20108.16%1.80%
20096.48%1.95%
20087.62%3.02%
20075.86%1.85%
20065.72%1.73%
20055.91%1.73%
20046.18%1.82%
20036.08%1.47%
20026.94%1.70%
20018.89%1.25%
20003.05%1.15%
19990.00%0.24%

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