Mfs Charter Income Stock Technical Analysis
| MCR Stock | USD 6.26 0.01 0.16% |
As of the 30th of January, MFS Charter secures the Mean Deviation of 0.3094, risk adjusted performance of (0.01), and Market Risk Adjusted Performance of (0.04). In respect to fundamental indicators, the technical analysis model lets you check practical technical drivers of MFS Charter Income, as well as the relationship between them. Please verify MFS Charter Income risk adjusted performance, variance, as well as the relationship between the Variance and potential upside to decide if MFS Charter Income is priced more or less accurately, providing market reflects its recent price of 6.26 per share. Given that MFS Charter Income has information ratio of (0.16), we recommend you to check MFS Charter's last-minute market performance to make sure the company can sustain itself at some point in the future.
MFS Charter Momentum Analysis
Momentum indicators are widely used technical indicators which help to measure the pace at which the price of specific equity, such as MFS, fluctuates. Many momentum indicators also complement each other and can be helpful when the market is rising or falling as compared to MFSMFS Charter's Momentum analyses are specifically helpful, as they help investors time the market using mark points where the market can reverse. The reversal spots are usually identified through divergence between price movement and momentum.MFS Charter Analyst Consensus
| Target Price | Advice | # of Analysts | |
| 3.67 | Hold | 1 | Odds |
Most MFS analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to helps potential investors understand MFS stock's fair price compared to its market value. Analysts arrive at stock ratings after researching public financial statements of MFS Charter Income, talking to its executives and customers, or listening to MFS conference calls.
Can Asset Management & Custody Banks industry sustain growth momentum? Does MFS have expansion opportunities? Factors like these will boost the valuation of MFS Charter. Expected growth trajectory for MFS significantly influences the price investors are willing to assign. Determining accurate worth demands scrutiny of both present operating results and projected expansion capacity. Evaluating MFS Charter demands reviewing these metrics collectively while recognizing certain factors exert disproportionate influence.
Quarterly Earnings Growth (0.04) | Dividend Share 0.539 | Earnings Share 0.42 | Revenue Per Share | Quarterly Revenue Growth (0) |
Understanding MFS Charter Income requires distinguishing between market price and book value, where the latter reflects MFS's accounting equity. The concept of intrinsic value—what MFS Charter's is actually worth based on fundamentals—guides informed investors toward better entry and exit points. Market participants employ diverse analytical approaches to determine fair value and identify buying opportunities when prices dip below calculated worth. Market sentiment, economic cycles, and investor behavior can push MFS Charter's price substantially above or below its fundamental value.
Understanding that MFS Charter's value differs from its trading price is crucial, as each reflects different aspects of the company. Evaluating whether MFS Charter represents a sound investment requires analyzing earnings trends, revenue growth, technical signals, industry dynamics, and expert forecasts. In contrast, MFS Charter's trading price reflects the actual exchange value where willing buyers and sellers reach mutual agreement.
MFS Charter 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to MFS Charter's stock what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of MFS Charter.
| 11/01/2025 |
| 01/30/2026 |
If you would invest 0.00 in MFS Charter on November 1, 2025 and sell it all today you would earn a total of 0.00 from holding MFS Charter Income or generate 0.0% return on investment in MFS Charter over 90 days. MFS Charter is related to or competes with MFS Multimarket, BlackRock Income, Lmp Capital, MFS Intermediate, Franklin Templeton, Putnam Managed, and First Trust. MFS Charter Income Trust is a closed ended fixed income mutual fund launched and managed by Massachusetts Financial Serv... More
MFS Charter Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure MFS Charter's stock current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess MFS Charter Income upside and downside potential and time the market with a certain degree of confidence.
| Information Ratio | (0.16) | |||
| Maximum Drawdown | 1.76 | |||
| Value At Risk | (0.48) | |||
| Potential Upside | 0.6441 |
MFS Charter Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for MFS Charter's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as MFS Charter's standard deviation. In reality, there are many statistical measures that can use MFS Charter historical prices to predict the future MFS Charter's volatility.| Risk Adjusted Performance | (0.01) | |||
| Jensen Alpha | (0.02) | |||
| Total Risk Alpha | (0.04) | |||
| Treynor Ratio | (0.05) |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of MFS Charter's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
MFS Charter January 30, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | (0.01) | |||
| Market Risk Adjusted Performance | (0.04) | |||
| Mean Deviation | 0.3094 | |||
| Coefficient Of Variation | (23,653) | |||
| Standard Deviation | 0.393 | |||
| Variance | 0.1545 | |||
| Information Ratio | (0.16) | |||
| Jensen Alpha | (0.02) | |||
| Total Risk Alpha | (0.04) | |||
| Treynor Ratio | (0.05) | |||
| Maximum Drawdown | 1.76 | |||
| Value At Risk | (0.48) | |||
| Potential Upside | 0.6441 | |||
| Skewness | 0.0189 | |||
| Kurtosis | (0.04) |
MFS Charter Income Backtested Returns
Currently, MFS Charter Income is very steady. MFS Charter Income has Sharpe Ratio of 0.0366, which conveys that the firm had a 0.0366 % return per unit of standard deviation over the last 3 months. We have found twenty-three technical indicators for MFS Charter, which you can use to evaluate the volatility of the firm. Please verify MFS Charter's Market Risk Adjusted Performance of (0.04), risk adjusted performance of (0.01), and Mean Deviation of 0.3094 to check out if the risk estimate we provide is consistent with the expected return of 0.0139%. MFS Charter has a performance score of 2 on a scale of 0 to 100. The company secures a Beta (Market Risk) of 0.25, which conveys not very significant fluctuations relative to the market. As returns on the market increase, MFS Charter's returns are expected to increase less than the market. However, during the bear market, the loss of holding MFS Charter is expected to be smaller as well. MFS Charter Income currently secures a risk of 0.38%. Please verify MFS Charter Income maximum drawdown, accumulation distribution, as well as the relationship between the Accumulation Distribution and price action indicator , to decide if MFS Charter Income will be following its current price movements.
Auto-correlation | 0.64 |
Good predictability
MFS Charter Income has good predictability. Overlapping area represents the amount of predictability between MFS Charter time series from 1st of November 2025 to 16th of December 2025 and 16th of December 2025 to 30th of January 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of MFS Charter Income price movement. The serial correlation of 0.64 indicates that roughly 64.0% of current MFS Charter price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.64 | |
| Spearman Rank Test | 0.19 | |
| Residual Average | 0.0 | |
| Price Variance | 0.0 |
MFS Charter technical stock analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, stock market cycles, or different charting patterns.
MFS Charter Income Technical Analysis
The output start index for this execution was twenty-four with a total number of output elements of thirty-seven. The Average True Range was developed by J. Welles Wilder in 1970s. It is one of components of the Welles Wilder Directional Movement indicators. The ATR is a measure of MFS Charter Income volatility. High ATR values indicate high volatility, and low values indicate low volatility.
About MFS Charter Technical Analysis
The technical analysis module can be used to analyzes prices, returns, volume, basic money flow, and other market information and help investors to determine the real value of MFS Charter Income on a daily or weekly bases. We use both bottom-up as well as top-down valuation methodologies to arrive at the intrinsic value of MFS Charter Income based on its technical analysis. In general, a bottom-up approach, as applied to this company, focuses on MFS Charter Income price pattern first instead of the macroeconomic environment surrounding MFS Charter Income. By analyzing MFS Charter's financials, daily price indicators, and related drivers such as dividends, momentum ratios, and various types of growth rates, we attempt to find the most accurate representation of MFS Charter's intrinsic value. As compared to a bottom-up approach, our top-down model examines the macroeconomic factors that affect the industry/economy before zooming in to MFS Charter specific price patterns or momentum indicators. Please read more on our technical analysis page.
| 2023 | 2024 | 2025 | 2026 (projected) | PTB Ratio | 0.92 | 0.94 | 0.84 | 0.74 | Dividend Yield | 0.0872 | 0.0853 | 0.0768 | 0.0672 |
MFS Charter January 30, 2026 Technical Indicators
Most technical analysis of MFS help investors determine whether a current trend will continue and, if not, when it will shift. We provide a combination of tools to recognize potential entry and exit points for MFS from various momentum indicators to cycle indicators. When you analyze MFS charts, please remember that the event formation may indicate an entry point for a short seller, and look at different other indicators across different periods to confirm that a breakdown or reversion is likely to occur.
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | (0.01) | |||
| Market Risk Adjusted Performance | (0.04) | |||
| Mean Deviation | 0.3094 | |||
| Coefficient Of Variation | (23,653) | |||
| Standard Deviation | 0.393 | |||
| Variance | 0.1545 | |||
| Information Ratio | (0.16) | |||
| Jensen Alpha | (0.02) | |||
| Total Risk Alpha | (0.04) | |||
| Treynor Ratio | (0.05) | |||
| Maximum Drawdown | 1.76 | |||
| Value At Risk | (0.48) | |||
| Potential Upside | 0.6441 | |||
| Skewness | 0.0189 | |||
| Kurtosis | (0.04) |
MFS Charter January 30, 2026 Daily Trend Indicators
Traders often use several different daily volumes and price technical indicators to supplement a more traditional technical analysis when analyzing securities such as MFS stock. With literally thousands of different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Accumulation Distribution | 848.87 | ||
| Daily Balance Of Power | 0.25 | ||
| Rate Of Daily Change | 1.00 | ||
| Day Median Price | 6.27 | ||
| Day Typical Price | 6.27 | ||
| Price Action Indicator | (0.01) |
Additional Tools for MFS Stock Analysis
When running MFS Charter's price analysis, check to measure MFS Charter's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy MFS Charter is operating at the current time. Most of MFS Charter's value examination focuses on studying past and present price action to predict the probability of MFS Charter's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move MFS Charter's price. Additionally, you may evaluate how the addition of MFS Charter to your portfolios can decrease your overall portfolio volatility.