Sharpe ratio is not yet available for MCR. This metric requires at least 12 months of historical daily returns to calculate. Check back once this data is available.
How it compares to other similar stocks
The table compares MFS Charter Income Trust's Sharpe Ratio with other stocks in the Asset Management industry across multiple time periods, showing how MCR's risk-adjusted performance compares to industry peers.
Data shows 1-, 5-, and 10-year periods, plus each stock's all-time average, as of Aug 1, 2026.
| Symbol | Name | 1Y Sharpe Ratio | 5Y Sharpe Ratio | 10Y Sharpe Ratio | All Time Sharpe Ratio |
|---|---|---|---|---|---|
| MAAS | Highest Performances Holdings Inc | 3.70 | |||
| HQL | Tekla Life Sciences Investors | 3.01 | |||
| HQH | Tekla Healthcare Investors | 2.86 | |||
| STT | State Street Corporation | 2.80 | |||
| RMT | Royce Micro-Cap Trust, Inc. | 2.60 | |||
| AAMI | Acadian Asset Management Inc | 2.56 | |||
| BME | BlackRock Health Sciences Trust | 2.50 | |||
| FUND | Sprott Focus Trust, Inc. | 2.42 | |||
| OXLCP | Oxford Lane Capital Corp. | 2.34 | |||
| AMG | Affiliated Managers Group, Inc. | 2.32 | |||
| MCR | MFS Charter Income Trust | — |
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