MFS Charter Income Trust is a closed-end fund. The Trust's investment objective is to seek current income, but may also consider capital appreciation. The Trust's invests its assets primarily in debt instruments as well as corporate bonds of United States and/or foreign issuers, United States Government securities, foreign government securities, mortgage-backed and other securitized instruments of United States and/or foreign issuers, and/or debt instruments of issuers. The MCR stock yearly return is shown above.
The yearly return on the MCR stock yearly return page and across the coverage universe of our site,
is a measure of the annual return over the calendar year 2019 for the given stock.
When performing this calculation it is important to factor in dividends, because a financial instrument's annual return is
more than just the change in price if that instrument pays a dividend or coupon.
One way to factor dividends into the return is simply to count them as cash — we don't do
that here. Instead, our website aims to empower investors
by performing the MCR annual return calculation with any dividends reinvested as applicable (on ex-dates).
|