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Video: Compound Annual Growth Rate (CAGR) Definition
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 |
| Date |
Open |
High |
Low |
Close |
Volume |
| 06/12/2026 |
$5.96 |
$6.03 |
$5.93 |
$6.01 |
157.90K | | 06/15/2026 |
$6.05 |
$6.06 |
$6.01 |
$6.03 |
72.40K | | 06/16/2026 |
$5.96 |
$6.06 |
$5.96 |
$6.02 |
217.60K | | 06/17/2026 |
$6.01 |
$6.05 |
$5.98 |
$5.98 |
134.90K | | 06/18/2026 |
$5.96 |
$5.98 |
$5.92 |
$5.94 |
75.10K |
 |
| 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. | |
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MFS Charter Income Fund (MCR) has the following price history information. Looking back at MCR historical stock prices for the last five trading days, on June 12, 2026, MCR opened at $5.96, traded as high as $6.03 and as low as $5.93, and closed at $6.01. Trading volume was a total of 157.90K shares. On June 15, 2026, MCR opened at $6.05, traded as high as $6.06 and as low as $6.01, and closed at $6.03. Trading volume was a total of 72.40K shares. On June 16, 2026, MCR opened at $5.96, traded as high as $6.06 and as low as $5.96, and closed at $6.02. Trading volume was a total of 217.60K shares. On June 17, 2026, MCR opened at $6.01, traded as high as $6.05 and as low as $5.98, and closed at $5.98. Trading volume was a total of 134.90K shares. On June 18, 2026, MCR opened at $5.96, traded as high as $5.98 and as low as $5.92, and closed at $5.94. Trading volume was a total of 75.10K shares.
MCR Historical Stock Prices By Date:

Below, we examine the compound annual growth rate — CAGR for short — of an investment into MFS Charter Income Fund shares, starting with a $10,000 purchase of MCR, and working forward through the historical stock price information to today.
Growth of $10,000.00
With Dividends Reinvested
|
| Start date: |
07/13/2016 |
|
| End date: |
06/18/2026 |
|
| Start price/share: |
$8.57 |
|
| End price/share: |
$5.94 |
|
| Starting shares: |
1,166.86 |
|
| Ending shares: |
2,750.13 |
|
| Dividends reinvested/share: |
$6.36 |
|
| Total return: |
63.36% |
|
| Average Annual Total Return: |
5.06% |
|
| Starting investment: |
$10,000.00 |
|
| Ending investment: |
$16,331.39 |
|
| Years: |
9.94 |
|
| |
Growth of $10,000.00
Without Dividends Reinvested
|
| Start date: |
07/13/2016 |
|
| End date: |
06/18/2026 |
|
| Start price/share: |
$8.57 |
|
| End price/share: |
$5.94 |
|
| Dividends collected/share: |
$6.36 |
|
| Total return: |
43.58% |
|
| Average Annual Total Return: |
3.71% |
|
| Starting investment: |
$10,000.00 |
|
| Ending investment: |
$14,361.82 |
|
| Years: |
9.94 |
|
|
 |
| Date |
Close |
| 06/12/2026 | $6.01 | | 06/15/2026 | $6.03 | | 06/16/2026 | $6.02 | | 06/17/2026 | $5.98 | | 06/18/2026 | $5.94 |
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