Msc Income Fund (MSIF) Tax Rate (2022 - 2025)
Msc Income Fund (MSIF) reported Tax Rate of 16.03% for Q1 2025, down 3484.0% on a YoY basis from 0.47% in Q1 2024, and up 70.39% quarter-over-quarter from 54.14% in Q4 2024.
Msc Income Fund (MSIF) Tax Rate (2022 - 2025) Analysis & Trends
Msc Income Fund has reported Tax Rate for 4 years, with the latest figure at 16.03% in Q1 2025.
- For the quarter ending Q1 2025, Tax Rate fell 3484.0% year-over-year to 16.03%; the trailing twelve-month figure through Mar 2025 stood at 2.42% (up 474.0% YoY), and the FY2025 full-year result was 0.16%, changed N/A from the prior year.
- Tax Rate for Q1 2025 stood at 16.03%, up from 54.14% in the prior quarter.
- The five-year high for Tax Rate was 57.61% in Q2 2024, with the low at 54.14% in Q4 2024.
- Historically, Tax Rate has averaged 4.15% across 4 years, with a median of 5.37% in 2023.
- Annual changes were most pronounced in 2024 — Tax Rate surged 5374 bps — and 2025, when it plunged 3484 bps.
- Msc Income Fund's Tax Rate stood at 1.33% in 2022, then tumbled by 2419 bps to 30.9% in 2023, then tumbled by 75 bps to 54.14% in 2024, then surged by 70 bps to 16.03% in 2025.
- The last three Tax Rate figures came in at 16.03% (Q1 2025), 54.14% (Q4 2024), and 43.28% (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 | 163.18 Bn | 153.56 Bn | - | 18.16 |
| 2 | Blackstone | 96.85 Bn | 95.80 Bn | - | 13.55 |
| 3 | Kkr | 86.45 Bn | 133.96 Bn | - | 40.05 |
| 4 | Apollo Global Management | 82.30 Bn | 101.04 Bn | 5.04 Bn | 598.59 |
| 5 | State Street | 46.95 Bn | 21.27 Bn | - | 21.16 |
| 6 | Ameriprise Financial | 43.65 Bn | 43.52 Bn | 4.57 Bn | 20.02 |
| 7 | Northern Trust | 31.92 Bn | 31.92 Bn | - | 24.99 |
| 8 | Raymond James Financial | 30.62 Bn | 19.37 Bn | - | - |
| 9 | Ares Management | 29.04 Bn | 32.41 Bn | - | 19.13 |
| 10 | Msc Income Fund | 544.64 Mn | 537.43 Mn | - | - |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2025 | -16.03% |
| Mar 31, 2025 | -16.03% |
| Dec 31, 2024 | -54.14% |
| Dec 31, 2024 | -54.14% |
| Sep 30, 2024 | 43.28% |
| Sep 30, 2024 | 43.28% |
| Jun 30, 2024 | 57.61% |
| Jun 30, 2024 | 57.61% |
| Mar 31, 2024 | 18.81% |
| Mar 31, 2024 | 18.81% |
| Dec 31, 2023 | -30.90% |
| Dec 31, 2023 | -30.90% |
| Sep 30, 2023 | -0.57% |
| Sep 30, 2023 | -0.57% |
| Jun 30, 2023 | 3.87% |
| Jun 30, 2023 | 3.87% |
| Mar 31, 2023 | 5.37% |
| Mar 31, 2023 | 5.37% |
| Dec 31, 2022 | 1.33% |
| Dec 31, 2022 | 1.33% |