MFS Charter Income Trust (MCR) — Net Asset Momentum

Latest YoY growth as of November 2025: -1.8%

MFS Charter Income Trust (MCR) recorded a net asset momentum of -1.8% as of November 2025, with net assets of $281.36 Million USD. Net Asset Momentum measures the year-over-year percentage change in net assets (total assets minus total liabilities), indicating how rapidly the company is building or eroding its equity base. See MFS Charter Income Trust (MCR) liquidity interval to measure how many days the company can operate on defensive assets alone.

YoY Momentum

-1.8%
Year-over-year

Current Net Assets

$281.36 Million
USD · November 2025

Years of Data

17
2006 – 2025

Country

USA
NYSE

MFS Charter Income Trust Net Asset Momentum (2006–2025)

This chart tracks MFS Charter Income Trust's year-over-year net asset growth across 17 annual reporting periods from 2006 to 2025. The most recent momentum reading is -1.8%, with net assets of $281.36 Million USD as of November 2025. Read MFS Charter Income Trust (MCR) total liabilities for a breakdown of total debt and financial obligations.

Annual Net Asset History for MFS Charter Income Trust (2006–2025)

The table below shows the complete annual net asset history for MFS Charter Income Trust from 2006 to 2025, covering 17 yearly periods. Each row includes total assets, total liabilities, net assets, and the year-over-year momentum figure for that period. For live market cap and broader valuation context, see MCR company net worth.

Year Net Assets (USD) Total Assets Total Liabilities YoY Momentum
2025 $281.36 Million $379.06 Million $97.71 Million ▼ -1.8%
2024 $286.55 Million $383.61 Million $97.06 Million ▲ +1.1%
2023 $283.47 Million $386.45 Million $102.97 Million ▼ -5.7%
2022 $300.58 Million $413.87 Million $113.29 Million ▼ -18.5%
2021 $368.97 Million $475.38 Million $106.41 Million ▼ -6.5%
2020 $394.54 Million $510.47 Million $115.93 Million ▼ -2.2%
2019 $403.25 Million $510.26 Million $107.02 Million ▲ +1.7%
2018 $396.45 Million $503.34 Million $106.89 Million ▼ -13.2%
2017 $456.59 Million $563.64 Million $107.05 Million ▼ -4.5%
2016 $477.90 Million $584.41 Million $106.51 Million ▼ -1.3%
2015 $484.17 Million $585.91 Million $101.74 Million ▼ -11.8%
2014 $548.69 Million $655.86 Million $107.17 Million ▼ -1.8%
2013 $558.49 Million $670.23 Million $111.74 Million ▼ -3.6%
2012 $579.46 Million $685.81 Million $106.35 Million ▲ +35.3%
2008 $428.29 Million $430.88 Million $2.59 Million ▼ -18.8%
2007 $527.27 Million $529.79 Million $2.52 Million ▼ -1.0%
2006 $532.82 Million $546.59 Million $13.76 Million