MCR vs STCE

Comparison between MFS Charter Income Trust (MCR, ETF) and SCHWAB CRYPTO THEMATIC ETF (STCE, ETF).

MCR vs STCE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MCR(ETF)	STCE(ETF)
Net Assets	$274M	$273M
Expense Ratio	N/A	0.30%
Max Drawdown	46.50%	54.82%
Sharpe Ratio	-0.13	1.03
5Y Beta	0.24	2.34
P/E Ratio	N/A	-8.35
Forward P/E	N/A	14.41
5Y Dividends CAGR	-5.19%	N/A
Debt to Equity	N/A	72.58%
P/S Ratio	N/A	2.15
P/B Ratio	N/A	3.08

Net Assets

Winner

MCR

$274M

STCE

$273M

Expense Ratio

MCR

N/A

STCE

0.30%

Max Drawdown

Winner

MCR

46.50%

STCE

54.82%

Sharpe Ratio

MCR

-0.13

Winner

STCE

1.03

5Y Beta

Winner

MCR

0.24

STCE

2.34

P/E Ratio

MCR

N/A

STCE

-8.35

Forward P/E

MCR

N/A

STCE

14.41

5Y Dividends CAGR

MCR

-5.19%

STCE

N/A

Debt to Equity

MCR

N/A

STCE

72.58%

P/S Ratio

MCR

N/A

STCE

2.15

P/B Ratio

MCR

N/A

STCE

3.08

MCR vs STCE - Historical Returns

Returns include dividend reinvestment.

Period	MCR	STCE
1 month	-0.42%	+0.48%
3 months	-1.08%	+24.27%
6 months	-1.81%	+1.04%
1 year	+2.76%	+68.26%
5 years(CAGR)	+0.98%	N/A
10 years(CAGR)	+5.22%	N/A
Max(CAGR)	+6.39%	+32.41%

MCR

-0.42%

Winner

STCE

+0.48%

MCR

-1.08%

Winner

STCE

+24.27%

MCR

-1.81%

Winner

STCE

+1.04%

MCR

+2.76%

Winner

STCE

+68.26%

5Y(CAGR)

MCR

+0.98%

STCE

N/A

10Y(CAGR)

MCR

+5.22%

STCE

N/A

Max(CAGR)

MCR

+6.39%

Winner

STCE

+32.41%

MCR vs STCE - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MCR	STCE
2026	-0.95%	+10.50%
2025	+7.79%	+31.28%
2024	+7.55%	+44.11%
2023	+12.58%	+108.74%
2022	-21.33%	-38.85%
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 STCE Drawdown Comparison

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

The maximum drawdown for STCE was -54.11%, occurring on Mar 30, 2026. This drawdown has not yet recovered.

The current MCR drawdown is -2.98%. The current STCE drawdown is -32.83%.

Rank	MCR	STCE
#1	-31.73% Feb 19, 2020 - Jun 2, 2020	-54.11% Oct 15, 2025 - Mar 30, 2026
#2	-28.17% Dec 27, 2021 - Aug 1, 2025	-49.45% Dec 6, 2024 - Jul 17, 2025
#3	-26.38% May 16, 2008 - May 26, 2009	-47.18% Aug 15, 2022 - Dec 8, 2023
#4	-17.33% May 20, 2013 - May 18, 2016	-30.43% Jul 16, 2024 - Oct 28, 2024
#5	-11.71% Jul 15, 2011 - Jan 5, 2012	-28.30% Dec 27, 2023 - Feb 26, 2024
#6	-10.92% Aug 29, 2001 - Jun 5, 2002	-21.55% Mar 25, 2024 - Jul 16, 2024
#7	-10.56% Mar 10, 2004 - Dec 23, 2004	-13.68% Jul 22, 2025 - Aug 29, 2025
#8	-9.57% Oct 19, 2017 - Jan 31, 2019	-12.12% Oct 29, 2024 - Nov 6, 2024
#9	-8.14% Nov 1, 2012 - Jan 3, 2013	-10.02% Nov 12, 2024 - Nov 29, 2024
#10	-7.53% Oct 27, 2010 - May 31, 2011	-8.10% Sep 24, 2025 - Oct 1, 2025
#11	-7.46% Nov 8, 1999 - Feb 9, 2000	-8.03% Feb 27, 2024 - Mar 8, 2024
#12	-7.08% Aug 17, 2020 - Nov 30, 2020	-6.34% Dec 8, 2023 - Dec 13, 2023
#13	-6.89% Apr 26, 2010 - Jul 16, 2010	-6.08% Mar 8, 2024 - Mar 20, 2024
#14	-6.69% Jun 17, 2003 - Nov 4, 2003	-5.81% Sep 2, 2025 - Sep 9, 2025
#15	-6.67% Feb 9, 2000 - Jun 14, 2000	-5.33% Oct 9, 2025 - Oct 13, 2025

Correlation

Correlation between MCR and STCE is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88

-101

Dividend Comparison (2000 - 2026)

MCR vs STCE dividend yield comparison.

Year	MCR	STCE
2026	3.73%	0.00%
2025	8.58%	1.96%
2024	8.60%	0.64%
2023	8.37%	0.31%
2022	9.55%	1.46%
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%