MSC Income Fund (MSIF) Total Return Calculator
$10,000 since Jan 2025, with and without reinvesting · data through Oct 2026
Since Jan 2025, $10,000 became $8,628 reinvested (-8.1% a year), or $8,728 taking the dividends as cash, $1,437 of it paid out along the way.
MSIF became
$8,628
S&P 500: $12,804
Return a year
-8.1%
S&P 500: 15.2%
Payouts reinvested
$1,539
bought more shares
Worst drop
-25.2%
S&P 500: -7.6%
$10,000, Jan 2025 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | MSIF total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | −3.1% | $600 | +11.7% |
| 2025 (part) | −10.9% | $938 | +14.6% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: MSIF total return
Data as of · Source: SmarterDividends data
- $10,000 invested in MSC Income Fund (MSIF) at the end of Jan 2025, with dividends reinvested, was worth $8,628 at the end of Oct 2026: -8.1% a year, against $12,804 (15.2% a year) in the S&P 500.
- Taking MSIF's dividends as cash instead of reinvesting them, the same $10,000 ended at $8,728, including $1,437 of cash received; reinvesting added $0.
Cite this page
SmarterDividends, "MSC Income Fund (MSIF) Total Return Calculator," updated Nov 8, 2026, https://smarterdividends.com/stocks/MSIF/total-return
MSIF total return questions
What is MSIF's total return since Jan 2025?
-14% in total, or -8.1% a year, through Oct 2026 with dividends reinvested. The share price alone fell 27%.
What was MSIF's worst year?
Not enough full years on record yet.
How is total return calculated here?
From month-end prices: the adjusted price counts every dividend reinvested in the month it was paid; the plain price doesn't. The S&P 500 is SPY with its dividends reinvested. No trading costs or taxes.