All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

MSFO: Total Return Chart (with Dividends Reinvested)

MSFO total return snapshot: MSFO returned −18.18% over the past year and −15.80% YTD, with dividends reinvested. Since Aug. 25, 2023, MSFO is up +27.30% in nominal total return, or +8.66%/yr, and is currently −22.84% below its total-return high on Oct. 28, 2025.

Data ending Tue Jul. 21, 2026

Growth of $10,000

Fri 2023-08-25💬 to Tue 2026-07-21 Overall
Return 		Exponential
Trendline
MSFO × 		+27.30%
+8.66%/yr 		+7.98%/yr
R2=0.338
YieldMax MSFT Option Income Strategy ETF Exchange-Traded Fund

Growth of $10,000 Summary

Fri 2023-08-25💬 to Tue 2026-07-21 Start
Value 		End
Value
MSFO × 		$10,000.00
2023-08-25 		$12,729.66
2026-07-21

This Year’s Performance

through 2026-07-21

  YTD YoY
MSFO × 		−15.80% −18.18%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
MSFO × 		−22.84%
on 2026-07-21
from 2025-10-28 peak 		−29.65%
on 2026-06-25
from 2025-10-28 peak

Rolling Returns

Period ending Tue 2026-07-21 1 yr 2 yr 3 yr 5 yr 10 yr
MSFO × 		−18.18% −4.43%
−2.24%/yr 		— — —

Annual Returns

Year MSFO
2026 (YTD) −15.80%
2025 +15.71%
2024 +10.36%
2023 +18.38%