Equus Total Return (EQS) Tax Rate (2021 - 2025)

Equus Total Return filings provide 5 years of Tax Rate readings, the most recent being 3.82% for Q4 2025.

  • On a quarterly basis, Tax Rate rose 192.0% to 3.82% in Q4 2025 year-over-year; TTM through Dec 2025 was 3.42%, a 259.0% increase, with the full-year FY2025 number at 3.48%, up 31.0% from a year prior.
  • Tax Rate hit 3.82% in Q4 2025 for Equus Total Return, up from 10.71% in the prior quarter.
  • In the past five years, Tax Rate ranged from a high of 5.58% in Q1 2024 to a low of 10.71% in Q3 2025.
  • Median Tax Rate over the past 5 years was 0.1% (2023), compared with a mean of 0.06%.
  • The widest YoY moves for Tax Rate: up 192bps in 2025, down -1156bps in 2025.
  • Equus Total Return's Tax Rate stood at 0.29% in 2021, then plummeted by -48bps to 0.43% in 2022, then skyrocketed by 122bps to 0.1% in 2023, then skyrocketed by 1885bps to 1.89% in 2024, then surged by 102bps to 3.82% in 2025.
  • The last three reported values for Tax Rate were 3.82% (Q4 2025), 10.71% (Q3 2025), and 0.97% (Q1 2025) per Business Quant data.