TSPX vs MCR

Comparison between TWIN OAK ACTIVE OPPORTUNITIES ETF (TSPX, ETF) and MFS Charter Income Trust (MCR, ETF).

TSPX vs MCR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TSPX(ETF)	MCR(ETF)
Net Assets	$273M	$274M
Expense Ratio	1.01%	N/A
Max Drawdown	8.14%	46.50%
Sharpe Ratio	1.49	0.11
5Y Beta	0.55	0.24
5Y Dividends CAGR	N/A	-3.69%

Net Assets

TSPX

$273M

Winner

MCR

$274M

Expense Ratio

TSPX

1.01%

MCR

N/A

Max Drawdown

Winner

TSPX

8.14%

MCR

46.50%

Sharpe Ratio

Winner

TSPX

1.49

MCR

0.11

5Y Beta

TSPX

0.55

Winner

MCR

0.24

5Y Dividends CAGR

TSPX

N/A

MCR

-3.69%

TSPX vs MCR - Historical Returns

Returns include dividend reinvestment.

Period	TSPX	MCR
1 month	+0.40%	+0.32%
3 months	+8.95%	+1.47%
6 months	+7.44%	+0.53%
1 year	+18.63%	+4.05%
5 years(CAGR)	N/A	+1.29%
10 years(CAGR)	N/A	+5.43%
Max(CAGR)	+17.42%	+6.45%

Winner

TSPX

+0.40%

MCR

+0.32%

Winner

TSPX

+8.95%

MCR

+1.47%

Winner

TSPX

+7.44%

MCR

+0.53%

Winner

TSPX

+18.63%

MCR

+4.05%

5Y(CAGR)

TSPX

N/A

MCR

+1.29%

10Y(CAGR)

TSPX

N/A

MCR

+5.43%

Max(CAGR)

Winner

TSPX

+17.42%

MCR

+6.45%

TSPX vs MCR - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	TSPX	MCR
2026	+7.02%	+0.62%
2025	+15.44%	+7.79%
2024	N/A	+7.55%
2023	N/A	+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%

TSPX vs MCR Drawdown Comparison

The maximum drawdown for TSPX was -7.80%, occurring on Apr 8, 2025. Recovery took 55 trading sessions.

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

The current TSPX drawdown is -1.82%. The current MCR drawdown is -1.44%.

Rank	TSPX	MCR
#1	-7.80% Feb 21, 2025 - May 12, 2025	-31.73% Feb 19, 2020 - Jun 2, 2020
#2	-6.81% Jan 28, 2026 - Apr 14, 2026	-28.17% Dec 27, 2021 - Aug 1, 2025
#3	-3.72% Oct 28, 2025 - Dec 10, 2025	-26.38% May 16, 2008 - May 26, 2009
#4	-3.39% Jun 2, 2026 - Jun 10, 2026	-17.33% May 20, 2013 - May 18, 2016
#5	-2.19% Oct 8, 2025 - Oct 24, 2025	-11.71% Jul 15, 2011 - Jan 5, 2012
#6	-1.98% Jan 12, 2026 - Jan 27, 2026	-10.92% Aug 29, 2001 - Jun 5, 2002
#7	-1.89% May 19, 2025 - Jun 3, 2025	-10.56% Mar 10, 2004 - Dec 23, 2004
#8	-1.86% Dec 11, 2025 - Dec 23, 2025	-9.57% Oct 19, 2017 - Jan 31, 2019
#9	-1.75% Jul 28, 2025 - Aug 8, 2025	-8.14% Nov 1, 2012 - Jan 3, 2013
#10	-1.56% May 14, 2026 - May 26, 2026	-7.53% Oct 27, 2010 - May 31, 2011
#11	-1.44% Dec 24, 2025 - Jan 6, 2026	-7.46% Nov 8, 1999 - Feb 9, 2000
#12	-1.13% Aug 14, 2025 - Aug 26, 2025	-7.08% Aug 17, 2020 - Nov 30, 2020
#13	-1.02% Sep 22, 2025 - Oct 1, 2025	-6.89% Apr 26, 2010 - Jul 16, 2010
#14	-0.99% Aug 28, 2025 - Sep 4, 2025	-6.69% Jun 17, 2003 - Nov 4, 2003
#15	-0.85% Jun 12, 2025 - Jun 24, 2025	-6.67% Feb 9, 2000 - Jun 14, 2000

Correlation

Correlation between TSPX 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)

TSPX vs MCR dividend yield comparison.

Year	TSPX	MCR
2026	0.00%	4.43%
2025	2.15%	8.58%
2024	0.00%	8.60%
2023	0.00%	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%