MSC Income Fund, Inc. (MSIF)

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MSC Income Fund, Inc. (MSIF) is down 11.3% since the beginning of the year. At $11 per share, MSIF is trading 33.5% below its 52-week high of $17.

MSC Income Fund, Inc. (MSIF) has returned -11.31% so far this year and -27.26% over the past 12 months.

Based on dividend-adjusted daily data since Jan 29, 2025, MSIF's average daily return is -0.03%, while the average monthly return is -0.83%.

Historically, 44% of months were positive and 56% were negative. The best month was Nov 2025 with a return of +11.4%, while the worst month was Apr 2025 at -8.1%. The longest winning streak lasted 2 consecutive months, and the longest losing streak was 4 months.

On a daily basis, MSIF closed higher 48% of trading days. The best single day was Nov 14, 2025 with a return of +8.3%, while the worst single day was Apr 4, 2025 at -6.8%.

MSC Income Fund, Inc. has an annualized alpha of -18.15%, beta of 0.68, and R2 of 0.16 versus S&P 500 Index. Calculated based on daily prices since January 29, 2025.

• This stock participated in 110.11% of S&P 500 Index downside but only -0.36% of its upside - more exposed to losses than it benefited from rallies.
• Beta of 0.68 may look defensive, but with R2 of 0.16 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
• R2 of 0.16 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

MSIF ranks 5 for risk / return — in the bottom 5% of stocks on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

MSC Income Fund, Inc. provided a 12.73% dividend yield over the last twelve months, with an annual payout of $1.44 per share.

The table displays the monthly dividend distributions for MSC Income Fund, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the MSC Income Fund, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the MSC Income Fund, Inc. was 30.63%, occurring on Nov 10, 2025. The portfolio has not yet recovered.

The current MSC Income Fund, Inc. drawdown is 30.01%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of MSC Income Fund, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how MSC Income Fund, Inc. is priced in the market compared to other companies in the Asset Management industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.