If You Invested in MFS Charter Income (MCR)
Looking for the current price? See the MCR quote & overviewWhat $1,000 or $10,000 in MCR Would Be Worth Today
Real historical value by amount invested and how long ago| If you invested | 1 year ago | 5 years ago | 10 years ago | Since Jul 24, 2015 |
|---|---|---|---|---|
| $1,000 | $941 -6% | $692 -31% | $691 -31% | $717 -28% |
| $10,000 | $9,414 -6% | $6,923 -31% | $6,907 -31% | $7,174 -28% |
Based on real historical closing prices through the latest market close. Past performance does not guarantee future results.
Custom Calculation
Choose your own date and amount for MCR$1,000 Investment Over Time
MCR vs S&P 500Year-by-Year Returns
MCR annual performance| Year | Start Price | End Price | Annual Return | Cumulative |
|---|---|---|---|---|
| 2017 | $8.57 | $8.48 | -1.1% | -1.1% |
| 2018 | $8.50 | $7.33 | -13.8% | -14.5% |
| 2019 | $7.42 | $8.42 | +13.5% | -1.8% |
| 2020 | $8.44 | $8.77 | +3.9% | +2.3% |
| 2021 | $8.68 | $8.52 | -1.8% | -0.6% |
| 2022 | $8.53 | $6.15 | -27.9% | -28.2% |
| 2023 | $6.26 | $6.46 | +3.2% | -24.6% |
| 2024 | $6.47 | $6.38 | -1.4% | -25.6% |
| 2025 | $6.33 | $6.27 | -1.0% | -26.8% |
| 2026 | $6.24 | $5.94 | -4.8% | -30.7% |
About MFS Charter Income
Financial Services · NYSE
MFS Charter Income Trust is a United States closed-end investment fund that seeks high current income and may also consider capital appreciation. The fund's shares of beneficial interest trade on the New York Stock Exchange under the symbol MCR. As a closed-end fund, it has exchange-traded common shares that are bought and sold at market prices, which may differ from the fund's net asset value.
The trust is part of the MFS closed-end fund group and is associated with MFS Investment Management. Its investment program is income-oriented and focuses on fixed-income and related instruments. The fund materials identify debt instruments, corporate bonds, U.S. government securities, foreign government securities, securitized instruments and derivatives among the categories used in its portfolio strategy.
The fund's economic profile is tied to income generation, portfolio market values and the relationship between the trading price of its shares and net asset value. Distribution notices for MFS Charter Income Trust describe monthly distribution activity and estimated sources of distributions, including net investment income, realized capital gains and return of capital or other capital sources. These distribution-source categories are reported for tax and fund-reporting purposes and may not be finally determined until the close of the fund's fiscal year.
Risk disclosures for the trust reflect the fixed-income and multi-market nature of the portfolio. Identified risk areas include interest-rate risk, credit risk, foreign-market risk, emerging-market risk, currency risk, leveraging risk, investment-selection risk, debt-management risk, operational and cybersecurity risk, and risks associated with active and frequent trading. The fund's regulatory record also includes proxy materials for shareholder meetings and trustee elections, reflecting the governance structure of a registered closed-end investment company.
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Frequently Asked Questions
MFS Charter Income investment returns
How much would $1,000 invested in MFS Charter Income be worth today?
If you invested $1,000 in MFS Charter Income (MCR) 10 years ago on 2016-07-25, your investment would be worth $691 today, representing a -30.9% total return, growing at a compounded rate of -3.7% per year (CAGR).
Has MFS Charter Income outperformed the S&P 500?
Over the past 10 years, MCR returned -30.9% compared to +245.0% for the S&P 500, underperforming the benchmark by 275.9 percentage points.
What is MFS Charter Income's average annual return?
The compound annual growth rate (CAGR) of MCR over the past 10 years is -3.7%, growing at a compounded rate each year. Individual years vary significantly — MCR's best recent year was 2019 (+13.5%) and worst was 2022 (-27.9%).
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For informational and educational purposes only — not investment advice.
