Msc Income Fund (MSIF) Tax Rate (2022 - 2025)

Msc Income Fund (MSIF) posted Tax Rate of 16.03% for Q1 2025, up 82.66% on a QoQ basis from 92.46% in Q4 2024, and down 3721.0% year-over-year from 0.44% in Q1 2024.

Msc Income Fund (MSIF) Tax Rate (2022 - 2025) Analysis & Trends

Msc Income Fund's Tax Rate history runs 4 years deep, the most recent figure standing at 16.03% for Q1 2025.

  • Quarterly Tax Rate fell 3721.0% year-over-year to 16.03% in Q1 2025, while the trailing twelve-month figure through Mar 2025 was 4.9% (down 588.0% YoY) and the FY2025 annual result came in at 0.18%, changed N/A from the prior year.
  • Tax Rate was 16.03% for Q1 2025 at Msc Income Fund, up from 92.46% in the prior quarter.
  • Across five years, Tax Rate topped out at 95.75% in Q3 2024 and bottomed at 92.46% in Q4 2024.
  • A 4-year average of 2.62% and a median of 4.2% in 2022 frame the typical range for Tax Rate.
  • Peak annual rise in Tax Rate reached 9632 bps in 2024, while the deepest fall reached 6066 bps in 2024.
  • Msc Income Fund's Tax Rate stood at 0.83% in 2022, then plunged by 3930 bps to 31.8% in 2023, then sank by 191 bps to 92.46% in 2024, then jumped by 83 bps to 16.03% in 2025.
  • Business Quant data shows MSIF's Tax Rate at 16.03% in Q1 2025, 92.46% in Q4 2024, and 95.75% in Q3 2024.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Tax Rate (Qtr)
1 Brookfield 1,236.60 Bn 1,311.20 Bn 18.56 Bn -1.22%
2 BlackRock 161.01 Bn 148.08 Bn - 18.16%
3 Blackstone 97.77 Bn 96.72 Bn - 13.55%
4 Apollo Global Management 70.80 Bn 90.38 Bn -409.00 Mn 598.59%
5 State Street 51.30 Bn 51.30 Bn - 21.16%
6 Ameriprise Financial 48.54 Bn 39.27 Bn 4.57 Bn 20.02%
7 Northern Trust 32.93 Bn 32.93 Bn - 24.99%
8 Raymond James Financial 32.59 Bn 17.67 Bn - 25.99%
9 Price T Rowe 24.70 Bn 21.13 Bn - 23.43%
10 Msc Income Fund 504.52 Mn 503.04 Mn - -

Historic Data

Download Data
DateValue
Mar 31, 2025 -16.03%
Mar 31, 2025 -16.03%
Mar 31, 2025 -16.03%
Dec 31, 2024 -92.46%
Dec 31, 2024 -92.46%
Dec 31, 2024 -92.46%
Sep 30, 2024 95.75%
Sep 30, 2024 95.75%
Sep 30, 2024 95.75%
Jun 30, 2024 11.35%
Jun 30, 2024 11.35%
Jun 30, 2024 11.35%
Mar 31, 2024 21.18%
Mar 31, 2024 21.18%
Mar 31, 2024 21.18%
Dec 31, 2023 -31.80%
Dec 31, 2023 -31.80%
Dec 31, 2023 -31.80%
Sep 30, 2023 -0.57%
Sep 30, 2023 -0.57%