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

Equus Total Return has reported Tax Rate for 5 years, with the latest figure at 3.82% in Q4 2025.

• For the quarter ending Q4 2025, Tax Rate rose 192.0% year-over-year to 3.82%; the trailing twelve-month figure through Dec 2025 stood at 3.42% (up 259.0% YoY), and the FY2025 full-year result was 3.48%, up 31.0% from the prior year.
• Tax Rate for Q4 2025 stood at 3.82%, up from 10.71% in the prior quarter.
• The five-year high for Tax Rate was 5.58% in Q1 2024, with the low at 10.71% in Q3 2025.
• Historically, Tax Rate has averaged 0.06% across 5 years, with a median of 0.1% in 2023.
• The largest YoY upside for Tax Rate was 192 bps in 2025 against a maximum downside of 1156 bps in 2025.
• Equus Total Return's Tax Rate stood at 0.29% in 2021, then sank by 48 bps to 0.43% in 2022, then surged by 122 bps to 0.1% in 2023, then surged by 1885 bps to 1.89% in 2024, then soared by 102 bps to 3.82% in 2025.
• The last three Tax Rate figures came in at 3.82% (Q4 2025), 10.71% (Q3 2025), and 0.97% (Q1 2025), per Business Quant data.