Performance analysis of MSC Income Fund (MSIF)
Annual Return
Since Jan 29, 2025, MSIF has had an average annual return of -13.66%, underperforming the benchmark SPY, which returned +17.27% annual.
| 2026 | 2025 | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -12.04% | -8.45% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.76% | -6.80% | +1.62% | +6% | -5.34% | -5.32% | -2.98% | -12.04% | |||||
| 2025 | +2.91% | +5.03% | -1.58% | -8.13% | +3.96% | +6.74% | -6.76% | -7.51% | -4.80% | -2.81% | +11.44% | -5.07% | -8.45% |
Drawdown analysis of MSC Income Fund (MSIF)
The maximum drawdown for the MSIF was -30.70%, occurring on Jun 24, 2026. This drawdown has not yet recovered.
The current MSIF drawdown is -30.66%.
Since Jan 29, 2025 MSIF has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -30.70% | Jun 9, 2025 | 261 | Jun 24, 2026 | Ongoing | Ongoing | Ongoing |
| -18.90% | Feb 19, 2025 | 34 | Apr 8, 2025 | 42 | Jun 9, 2025 | 76 |
| -0.64% | Feb 10, 2025 | 1 | Feb 11, 2025 | 1 | Feb 12, 2025 | 2 |
| -0.59% | Feb 4, 2025 | 1 | Feb 5, 2025 | 3 | Feb 10, 2025 | 4 |