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| Date | Value |
|---|---|
| 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% |