Msc Income Fund (MSIF) Tax Rate (2022 - 2025)
Msc Income Fund's (MSIF) quarterly Tax Rate came in at 16.03% in Q1 2025, down 3721.0% YoY from 0.44% in Q1 2024, and up 82.66% on a QoQ basis from 92.46% in Q4 2024.
Msc Income Fund (MSIF) Tax Rate (2022 - 2025) Analysis & Trends
Msc Income Fund (MSIF) has 4 years of Tax Rate data on file, last reported at 16.03% in 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 621.0% YoY) and the FY2025 annual result came in at 0.18%, changed N/A from the prior year.
- Tax Rate climbed to 16.03% in Q1 2025, from 92.46% in the prior quarter.
- In the past five years, Tax Rate ranged from a high of 95.75% in Q3 2024 to a low of 92.46% in Q4 2024.
- A 4-year average of 9.05% and a median of 8.4% in 2022 frame the typical range for Tax Rate.
- The widest YoY moves for Tax Rate: up 9632 bps in 2024, down 15636 bps in 2024.
- Tracing MSIF's Tax Rate over 4 years: stood at 11.26% in 2022, then jumped by 667 bps to 63.9% in 2023, then plunged by 245 bps to 92.46% in 2024, then surged by 83 bps to 16.03% in 2025.
- The last three Tax Rate figures came in at 16.03% (Q1 2025), 92.46% (Q4 2024), and 95.75% (Q3 2024), per Business Quant data.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 176.99 Bn | 163.12 Bn | - | 24.90% |
| 2 | Blackstone | 113.16 Bn | 110.65 Bn | - | 16.11% |
| 3 | Kkr | 96.05 Bn | -181.02 Bn | - | 17.91% |
| 4 | Brookfield | 92.54 Bn | 45.14 Bn | - | - |
| 5 | Brookfield Asset Management | 82.31 Bn | 80.81 Bn | - | 12.14% |
| 6 | Apollo Global Management | 77.14 Bn | 51.77 Bn | 10.54 Bn | 15.94% |
| 7 | State Street | 50.64 Bn | 50.64 Bn | - | 21.96% |
| 8 | Ameriprise Financial | 50.31 Bn | 39.27 Bn | 4.72 Bn | 22.82% |
| 9 | Northern Trust | 33.61 Bn | 33.61 Bn | - | 25.59% |
| 10 | Msc Income Fund | 575.88 Mn | 547.83 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 | 63.90% |
| Dec 31, 2023 | 63.90% |
| Dec 31, 2023 | 63.90% |
| Sep 30, 2023 | -0.57% |
| Sep 30, 2023 | -0.57% |