MCR (MFS Charterome Trust) 3-1 Month Momentum %: -1.33% (As of Sep. 21, 2026)

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MCR MFS Charter Income Trust MCR
8 GF Score
Price $5.94
! 7 Warning Signs
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What is MFS Charterome Trust 3-1 Month Momentum %?

MFS Charterome Trust MCR -0.67% 8 3-1 Month Momentum % is -1.33% as of Sep. 21, 2026. GuruFocus rates MCR with a GF Score™ of 8/100. The stock has 7 warning signs investors should review.

3-1 Month Momentum % is the total return of the stock from 3-month ago to 1-month ago. As of today (2026-09-21), MFS Charterome Trust's 3-1 Month Momentum % is -1.33%.

The industry rank for MFS Charterome Trust's 3-1 Month Momentum % or its related term are showing as below:

MCR's 3-1 Month Momentum % is not ranked
in the Asset Management industry.
Industry Median: -0.22 vs MCR: -1.33

MFS Charterome Trust  (NYSE:MCR) 3-1 Month Momentum % Explanation

Momentum investing is a trading strategy in which investors buy securities that are rising and sell before the prices start to go back down. The 3-1 Month Momentum % measures the total return to a stock over the past three months, but ignores the previous month.

The reason why the most recent month’s return dropped related to the short-term reversal effect associated with momentum. There is an academic finding that short-term momentum actually has a reversal effect, whereby the previous winners (measured over the past months) do poorly the next month, while the previous losers do well the next month. In order to eliminate the short-term reversal effect, the previous month return was not included in this calculation.

MFS Charterome Trust 3-1 Month Momentum % Related Terms

MCR vs JRS, RCS, SCM: 3-1 Month Momentum % Comparison

For the Asset Management subindustry, MFS Charterome Trust's 3-1 Month Momentum %, along with its competitors' market caps and 3-1 Month Momentum % 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 3-1 Month Momentum % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, MFS Charterome Trust's 3-1 Month Momentum % distribution charts can be found below:

* The bar in red indicates where MFS Charterome Trust's 3-1 Month Momentum % falls into.


MCR
8GF Score
MFS Charter Income Trust MCR
3-1 Month Momentum % is just one metric. See GF Score™, valuation, warning signs, and more.
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MFS Charterome Trust  (NYSE:MCR) 3-1 Month Momentum % Calculation

3-1 Month Momentum % is calculated as following:

3-1 Month Momentum %=( Price 1-month ago / Price 3-month ago - 1 ) * 100 %

* 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.

Frequently Asked Questions Learn more about 3-1 Month Momentum % →
What does a 3-1 Month Momentum % of -1.33% mean?
MFS Charterome Trust (MCR) has a 3-1 Month Momentum % of -1.33% as of Sep. 21, 2026. 3-1 Month Momentum measures the total return of the stock from 3-month ago to 1-month ago. View historical data on MFS Charterome Trust and its competitors.
Is MFS Charterome Trust's 3-1 Month Momentum % too high?
MFS Charterome Trust's current 3-1 Month Momentum % is -1.33%. Overall, MFS Charterome Trust has a GF Score™ of 8/100, reflecting its overall financial health beyond just this single metric.
How does MFS Charterome Trust's 3-1 Month Momentum % compare to JRS and RCS?
MFS Charterome Trust's 3-1 Month Momentum % of -1.33% can be compared against companies in the Asset Management industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-1 Month Momentum % for an Asset Management company?
A good 3-1 Month Momentum % depends on the Asset Management industry context. However, 3-1 Month Momentum % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 3-1 Month Momentum % mean?
A high 3-1 Month Momentum % can signal that a stock is expensive relative to its fundamentals. 3-1 Month Momentum measures the total return of the stock from 3-month ago to 1-month ago. View historical data on MFS Charterome Trust and its competitors. MFS Charterome Trust's current 3-1 Month Momentum % is -1.33%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is MFS Charterome Trust stock overvalued right now?
MFS Charterome Trust (MCR) has a current 3-1 Month Momentum % of -1.33%. The current 3-1 Month Momentum % is -1.33%. MFS Charterome Trust's overall GF Score™ is 8/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-1 Month Momentum % calculated?
3-1 Month Momentum % is calculated from a company's financial statements. For MFS Charterome Trust (MCR), the current 3-1 Month Momentum % is -1.33% as of Sep. 21, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

MFS Charterome Trust Business Description

Address 111 Huntington Avenue, Boston, MA, USA, 02199
MFS Charter Income Trust is a United States-based closed-end fund. Its investment objective is to seek high current income, but may also consider capital appreciation. The fund invests the assets in Debt Instruments, Corporate Bonds, U.S. Government Securities, Foreign Government Securities, Securitized Instruments, Derivatives, Principal Risks, Debt Management Risk, Investment Selection Risk, Interest Rate Risk, Credit Risk, Foreign Risks, Emerging Markets Risk, Currency Risk, Leveraging Risk, Operational and Cybersecurity Risk, Active and Frequent Trading, and etc of different market countries.
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3-1 Month Momentum % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

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