MCR (MFS Charterome Trust) Beta: -0.0438 (As of Jun. 25, 2026)

MFS Charterome Trust  (NYSE:MCR) Beta Explanation

Beta is a measure of the volatility, or systematic risk, of a security or a portfolio in comparison to the market as a whole. We usually compare beta to 1. A beta of 1 indicates that the security's price will move with the market. A beta of less than 1 means that the security will be less volatile than the market. A beta of greater than 1 indicates that the security's price will be more volatile than the market.

Beta is primarily used in the Capital Asset Pricing Model (CAPM) to calculate the Cost of Equity, which can be used in the calculation of WACC %. The formula of Cost of Equity is:
Cost of Equity = Risk-Free Rate of Return + Beta of Asset * (Expected Return of the Market - Risk-Free Rate of Return)

MFS Charterome Trust Beta Related Terms

The historical data trend for MFS Charterome Trust's Beta can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

MFS Charterome Trust Beta Chart

MFS Charterome Trust Annual Data
	Trend	Nov17	Nov18	Nov19	Nov20	Nov21	Nov22	Nov23	Nov24	Nov25
Beta		Get a 7-Day Free Trial				0.44	0.64	0.81	0.83	-0.31

MFS Charterome Trust Semi-Annual Data
	Nov17	May18	Nov18	May19	Nov19	May20	Nov20	May21	Nov21	May22	Nov22	May23	Nov23	May24	Nov24	May25	Nov25
Beta	Get a 7-Day Free Trial												0.81	0.79	0.83	-0.25	-0.31

MCR vs MMT, EIC, FCT: Beta Comparison

For the Asset Management subindustry, MFS Charterome Trust's Beta, along with its competitors' market caps and Beta data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

MFS Charterome Trust Beta vs Asset Management Industry

For the Asset Management industry and Financial Services sector, MFS Charterome Trust's Beta distribution charts can be found below:

* The bar in red indicates where MFS Charterome Trust's Beta falls into.

MFS Charterome Trust Beta Calculation

Beta is the sensitivity of the expected excess asset returns to the expected excess market returns. A stock's beta can be calculated by dividing the product of the covariance of the individual stock's returns and the market's returns by the variance of the market's returns over a specified period. Basically, GuruFocus uses the returns calculated over three-year period.

MFS Charterome Trust Business Description