RSHO vs MCR

Comparison between Tema American Reshoring ETF (RSHO, ETF) and MFS Charter Income Trust (MCR, ETF).

RSHO vs MCR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	RSHO(ETF)	MCR(ETF)
Net Assets	$274M	$274M
Expense Ratio	0.75%	N/A
Max Drawdown	27.49%	46.50%
Sharpe Ratio	1.75	0.11
5Y Beta	1.20	0.24
P/E Ratio	38.67	N/A
Forward P/E	26.49	N/A
PEG Ratio	1.92	N/A
5Y Dividends CAGR	N/A	-3.69%
5Y EPS CAGR	16.10%	N/A
P/S Ratio	2.85	N/A
P/B Ratio	5.20	N/A

Net Assets

Winner

RSHO

$274M

MCR

$274M

Expense Ratio

RSHO

0.75%

MCR

N/A

Max Drawdown

Winner

RSHO

27.49%

MCR

46.50%

Sharpe Ratio

Winner

RSHO

1.75

MCR

0.11

5Y Beta

RSHO

1.20

Winner

MCR

0.24

P/E Ratio

RSHO

38.67

MCR

N/A

Forward P/E

RSHO

26.49

MCR

N/A

PEG Ratio

RSHO

1.92

MCR

N/A

5Y Dividends CAGR

RSHO

N/A

MCR

-3.69%

5Y EPS CAGR

RSHO

16.10%

MCR

N/A

P/S Ratio

RSHO

2.85

MCR

N/A

P/B Ratio

RSHO

5.20

MCR

N/A

RSHO vs MCR - Historical Returns

Returns include dividend reinvestment.

Period	RSHO	MCR
1 month	+2.38%	+0.32%
3 months	+20.52%	+1.47%
6 months	+32.18%	+0.53%
1 year	+54.99%	+4.05%
5 years(CAGR)	N/A	+1.29%
10 years(CAGR)	N/A	+5.43%
Max(CAGR)	+32.81%	+6.45%

Winner

RSHO

+2.38%

MCR

+0.32%

Winner

RSHO

+20.52%

MCR

+1.47%

Winner

RSHO

+32.18%

MCR

+0.53%

Winner

RSHO

+54.99%

MCR

+4.05%

5Y(CAGR)

RSHO

N/A

MCR

+1.29%

10Y(CAGR)

RSHO

N/A

MCR

+5.43%

Max(CAGR)

Winner

RSHO

+32.81%

MCR

+6.45%

RSHO vs MCR - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	RSHO	MCR
2026	+30.76%	+0.62%
2025	+20.11%	+7.79%
2024	+18.82%	+7.55%
2023	+28.26%	+12.58%
2022	N/A	-21.33%
2021	N/A	+6.32%
2020	N/A	+13.16%
2019	N/A	+23.85%
2018	N/A	-5.63%
2017	N/A	+7.98%
2016	N/A	+22.92%
2015	N/A	-8.84%
2014	N/A	+9.67%
2013	N/A	-6.68%
2012	N/A	+18.03%
2011	N/A	+5.00%
2010	N/A	+11.29%
2009	N/A	+30.20%
2008	N/A	-5.43%
2007	N/A	+1.43%
2006	N/A	+7.01%
2005	N/A	+3.64%
2004	N/A	+6.67%
2003	N/A	+12.24%
2002	N/A	+8.23%
2001	N/A	+3.87%
2000	N/A	+11.17%
1999	N/A	-3.01%

RSHO vs MCR Drawdown Comparison

The maximum drawdown for RSHO was -27.31%, occurring on Apr 8, 2025. Recovery took 162 trading sessions.

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

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

Rank	RSHO	MCR
#1	-27.31% Nov 25, 2024 - Jul 23, 2025	-31.73% Feb 19, 2020 - Jun 2, 2020
#2	-14.64% Feb 24, 2026 - Apr 23, 2026	-28.17% Dec 27, 2021 - Aug 1, 2025
#3	-13.22% Aug 1, 2023 - Dec 11, 2023	-26.38% May 16, 2008 - May 26, 2009
#4	-8.97% Jul 31, 2024 - Sep 19, 2024	-17.33% May 20, 2013 - May 18, 2016
#5	-8.38% Oct 29, 2025 - Dec 10, 2025	-11.71% Jul 15, 2011 - Jan 5, 2012
#6	-8.38% May 11, 2026 - Jun 2, 2026	-10.92% Aug 29, 2001 - Jun 5, 2002
#7	-6.98% May 15, 2024 - Jul 16, 2024	-10.56% Mar 10, 2004 - Dec 23, 2004
#8	-6.25% Mar 28, 2024 - May 15, 2024	-9.57% Oct 19, 2017 - Jan 31, 2019
#9	-5.60% Jun 4, 2026 - Jun 10, 2026	-8.14% Nov 1, 2012 - Jan 3, 2013
#10	-5.21% Dec 26, 2023 - Feb 2, 2024	-7.53% Oct 27, 2010 - May 31, 2011
#11	-4.92% Dec 11, 2025 - Jan 5, 2026	-7.46% Nov 8, 1999 - Feb 9, 2000
#12	-4.64% Oct 6, 2025 - Oct 21, 2025	-7.08% Aug 17, 2020 - Nov 30, 2020
#13	-4.49% Jul 16, 2024 - Jul 31, 2024	-6.89% Apr 26, 2010 - Jul 16, 2010
#14	-3.85% Jul 25, 2025 - Aug 13, 2025	-6.69% Jun 17, 2003 - Nov 4, 2003
#15	-3.65% Oct 17, 2024 - Nov 6, 2024	-6.67% Feb 9, 2000 - Jun 14, 2000

Correlation

Correlation between RSHO and MCR is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85

-101

Dividend Comparison (2000 - 2026)

RSHO vs MCR dividend yield comparison.

Year	RSHO	MCR
2026	0.00%	4.43%
2025	0.30%	8.58%
2024	0.26%	8.60%
2023	0.25%	8.37%
2022	0.00%	9.55%
2021	0.00%	8.14%
2020	0.00%	7.94%
2019	0.00%	8.38%
2018	0.00%	9.66%
2017	0.00%	8.84%
2016	0.00%	8.63%
2015	0.00%	9.13%
2014	0.00%	7.67%
2013	0.00%	6.74%
2012	0.00%	6.41%
2011	0.00%	7.43%
2010	0.00%	8.16%
2009	0.00%	6.48%
2008	0.00%	7.62%
2007	0.00%	5.86%
2006	0.00%	5.72%
2005	0.00%	5.91%
2004	0.00%	6.18%
2003	0.00%	6.08%
2002	0.00%	6.94%
2001	0.00%	8.89%
2000	0.00%	3.05%