MFS Charter Income Trust
MCR
Price:
$6.26
Market Cap:
$262.63M
MFS Charter Income Trust is a closed ended fixed income mutual fund launched and managed by Massachusetts Financial Services Company. The fund invests in the fixed income markets across the globe. It invests primarily in corporate bonds of U.S. or foreign issuers, U.S. Government securities, foreign government securities, mortgage-backed, and other asset-backed securities of U.S. or foreign issuers, or debt instruments of issuers located in emerging market countries. The fund employs a combination of fundamental and quantitative analysis with bottom-up stock picking approach to create its portfolio. It seeks to benchmarks the performance of its portfolio against a combination of the Barclays...[Read more]
Industry
Asset Management - Income
IPO Date
1989-07-21
Stock Exchange
NYSE
Ticker
MCR
PE Ratio
[11.59]
ROE
[9.48%]
Current Ratio
[0.08]
Dividend Yield
[8.73%]
Enterprise Value
[357.61M]
Dividend History
The ROE as of November 2024 (TTM) for MFS Charter Income Trust (MCR) is 9.48%
According to MFS Charter Income Trust’s latest financial reports and current stock price. The company's current ROE is 9.48%. This represents a change of 300.02% compared to the average of 2.37% of the last 4 quarters.
MFS Charter Income Trust (MCR) Historical ROE (quarterly & annually)
How has MCR ROE performed in the past?
The mean historical ROE of MFS Charter Income Trust over the last ten years is 3.22%. The current 9.48% ROE has changed 194.35% with respect to the historical average. Over the past ten years (40 quarters), MCR's ROE was at its highest in in the November 2019 quarter at 11.18%. The ROE was at its lowest in in the May 2022 quarter at -9.46%.
Average
3.22%
Median
5.70%
Minimum
-12.93%
Maximum
13.25%
MFS Charter Income Trust (MCR) ROE by Quarter and Year
Discovering the peaks and valleys of MFS Charter Income Trust ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.
Maximum Annual Increase = 45.83%
Maximum Annual ROE = 13.25%
Minimum Annual Increase = -1340.63%
Minimum Annual ROE = -12.93%
| Year | ROE | Change |
|---|---|---|
| 2023 | 5.81% | -144.95% |
| 2022 | -12.93% | -1340.63% |
| 2021 | 1.04% | -85.29% |
| 2020 | 7.08% | -46.55% |
| 2019 | 13.25% | -816.32% |
| 2018 | -1.85% | -123.48% |
| 2017 | 7.88% | -6.43% |
| 2016 | 8.42% | -503.10% |
| 2015 | -2.09% | -137.43% |
| 2014 | 5.58% | 45.83% |
MFS Charter Income Trust (MCR) Average ROE
How has MCR ROE performed in the past?
The current ROE of MFS Charter Income Trust (MCR) is greater than its 3-year, less than than its 5-year, and less than than its 10-year historical averages
3-year avg
-2.03%
5-year avg
2.85%
10-year avg
3.22%
MFS Charter Income Trust (MCR) ROE vs. Peers
How is MCR’s ROE compared to its peers?
MFS Charter Income Trust’s ROE is less than MFS High Income Municipal Trust (4.73%), less than Virtus Convertible & Income 2024 Target Term Fund (21.86%), less than MFS Investment Grade Municipal Trust (2.17%), less than Eaton Vance National Municipal Opportunities Trust (11.25%), less than Invesco High Income 2024 Target Term Fund (11.57%), less than MFS High Yield Municipal Trust (3.86%), greater than MFS Municipal Income Trust (-2.26%), greater than DTF Tax-Free Income 2028 Term Fund Inc. (-1.35%), greater than MFS Government Markets Income Trust (-0.50%), greater than MFS Intermediate Income Trust (-0.28%), greater than BlackRock MuniYield Quality Fund, Inc. (-0.89%), less than John Hancock Income Securities Trust (0%), greater than BlackRock MuniYield Quality Fund II, Inc. (-3.94%), greater than null (-0.96%),
| Company | ROE | Market cap |
|---|---|---|
| 4.73% | $119.17M | |
| 21.86% | $167.75M | |
| 2.17% | $66.38M | |
| 11.25% | $266.40M | |
| 11.57% | $66.25M | |
| 3.86% | $90.50M | |
| -2.26% | $228.18M | |
| -1.35% | $79.15M | |
| -0.50% | $100.62M | |
| -0.28% | $303.84M | |
| -0.89% | $882.83M | |
| 0% | $133.59M | |
| -3.94% | $228.64M | |
| -0.96% | $0 |
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Frequently asked questions❓
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How does the current ROE for MFS Charter Income Trust (MCR) compare to its historical average?