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RWX vs MCR

Comparison between STATE STREET(R) SPDR(R) DOW JONES(R) INTERNATIONAL REAL ESTATE ETF (RWX, ETF) and MFS Charter Income Trust (MCR, ETF).

5-Year PerformanceMCR has outperformed RWX, delivering a return of +1.0% compared to -3.0%

RWX vs MCR - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
RWX
$274M
Winner
MCR
$274M
Expense Ratio
RWX
0.59%
MCR
N/A
Max Drawdown
RWX
75.22%
Winner
MCR
46.50%
Sharpe Ratio
Winner
RWX
-0.06
MCR
-0.13
5Y Beta
RWX
0.40
Winner
MCR
0.24
5Y Dividends CAGR
Winner
RWX
1.01%
MCR
-5.19%

RWX vs MCR - Historical Returns

Returns include dividend reinvestment.

1M
RWX
-5.78%
Winner
MCR
-0.42%
3M
RWX
-7.72%
Winner
MCR
-1.08%
6M
RWX
-2.91%
Winner
MCR
-1.81%
1Y
RWX
+2.18%
Winner
MCR
+2.76%
5Y(CAGR)
RWX
-2.97%
Winner
MCR
+0.98%
10Y(CAGR)
RWX
+0.13%
Winner
MCR
+5.22%
Max(CAGR)
RWX
+0.48%
Winner
MCR
+6.39%

RWX vs MCR - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearRWXMCR
2026-5.66%-0.95%
2025+26.72%+7.79%
2024-10.90%+7.55%
2023+5.30%+12.58%
2022-21.93%-21.33%
2021+10.57%+6.32%
2020-9.19%+13.16%
2019+19.88%+23.85%
2018-8.76%-5.63%
2017+15.39%+7.98%
2016+1.22%+22.92%
2015-3.04%-8.84%
2014+6.35%+9.67%
2013+2.94%-6.68%
2012+35.75%+18.03%
2011-15.81%+5.00%
2010+19.51%+11.29%
2009+31.88%+30.20%
2008-50.50%-5.43%
2007-7.23%+1.43%
2006+4.32%+7.01%
2005N/A+3.64%
2004N/A+6.67%
2003N/A+12.24%
2002N/A+8.23%
2001N/A+3.87%
2000N/A+11.17%
1999N/A-3.01%

RWX vs MCR Drawdown Comparison

The maximum drawdown for RWX was -73.65%, occurring on Mar 9, 2009. Recovery took 2694 trading sessions.

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

The current RWX drawdown is -16.17%. The current MCR drawdown is -2.98%.

RankRWXMCR
#1-73.65%
May 7, 2007 - Jan 17, 2018
-31.73%
Feb 19, 2020 - Jun 2, 2020
#2-43.37%
Feb 14, 2020 - Jun 7, 2021
-28.17%
Dec 27, 2021 - Aug 1, 2025
#3-35.89%
Aug 5, 2021 - Oct 14, 2022
-26.38%
May 16, 2008 - May 26, 2009
#4-13.95%
Jan 26, 2018 - Sep 26, 2019
-17.33%
May 20, 2013 - May 18, 2016
#5-10.03%
Feb 23, 2007 - Apr 16, 2007
-11.71%
Jul 15, 2011 - Jan 5, 2012
#6-4.52%
Jun 10, 2021 - Aug 5, 2021
-10.92%
Aug 29, 2001 - Jun 5, 2002
#7-3.52%
Nov 1, 2019 - Dec 27, 2019
-10.56%
Mar 10, 2004 - Dec 23, 2004
#8-2.80%
Dec 29, 2006 - Jan 22, 2007
-9.57%
Oct 19, 2017 - Jan 31, 2019
#9-1.66%
Apr 16, 2007 - May 2, 2007
-8.14%
Nov 1, 2012 - Jan 3, 2013
#10-1.27%
Jan 24, 2020 - Feb 14, 2020
-7.53%
Oct 27, 2010 - May 31, 2011
#11-1.21%
Sep 30, 2019 - Oct 4, 2019
-7.46%
Nov 8, 1999 - Feb 9, 2000
#12-1.21%
Jan 24, 2007 - Feb 1, 2007
-7.08%
Aug 17, 2020 - Nov 30, 2020
#13-1.16%
Jan 6, 2020 - Jan 16, 2020
-6.89%
Apr 26, 2010 - Jul 16, 2010
#14-0.82%
Feb 7, 2007 - Feb 14, 2007
-6.69%
Jun 17, 2003 - Nov 4, 2003
#15-0.80%
Oct 21, 2019 - Nov 1, 2019
-6.67%
Feb 9, 2000 - Jun 14, 2000

Correlation

Correlation between RWX and MCR is 0.63 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.63
-101

Dividend Comparison (2000 - 2026)

RWX vs MCR dividend yield comparison.

YearRWXMCR
20260.72%3.73%
20253.65%8.58%
20244.32%8.60%
20233.90%8.37%
20224.05%9.55%
20214.62%8.14%
20202.92%7.94%
20198.94%8.38%
20185.28%9.66%
20172.77%8.84%
20168.74%8.63%
20152.94%9.13%
20143.43%7.67%
20134.54%6.74%
20126.58%6.41%
20114.24%7.43%
20108.69%8.16%
20094.81%6.48%
20085.66%7.62%
20073.16%5.86%
20060.00%5.72%
20050.00%5.91%
20040.00%6.18%
20030.00%6.08%
20020.00%6.94%
20010.00%8.89%
20000.00%3.05%

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