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 −19.89% over the past year and −19.46% YTD, with dividends reinvested. Since Aug. 25, 2023, MSFO is up +21.76% in nominal total return, or +7.16%/yr, and is currently −26.20% below its total-return high on Oct. 28, 2025.

Data ending Tue Jun. 30, 2026

Fri 2023-08-25💬 to Tue 2026-06-30 YTD
Return
1 Year
Return
MSFO
×
−19.46%
2026-06-30
−19.89%
2026-06-30
YieldMax MSFT Option Income Strategy ETF Exchange-Traded Fund

Returns

Fri 2023-08-25💬 to Tue 2026-06-30 Overall
Return
Exponential
Trendline
MSFO
×
+21.76%
+7.16%/yr
+8.68%/yr
(R2=0.377)
YieldMax MSFT Option Income Strategy ETF Exchange-Traded Fund

Growth of $10,000

Fri 2023-08-25💬 to Tue 2026-06-30 Start
Value
End
Value
MSFO
×
$10,000.00
2023-08-25
$12,176.12
2026-06-30
YieldMax MSFT Option Income Strategy ETF Exchange-Traded Fund

Annual Returns

Year MSFO
2026 (YTD) −19.46%
2025 +15.72%
2024 +10.35%
2023 +18.39%

Drawdowns

Fri 2023-08-25💬 to Tue 2026-06-30 Current
Drawdown
Worst
Drawdown
MSFO
×
−26.20%
from 2025-10-28 peak
−29.65%
2026-06-25
from 2025-10-28 peak
YieldMax MSFT Option Income Strategy ETF Exchange-Traded Fund

Rolling Returns

Period ending Tue 2026-06-30 1
Year
2
Years
3
Years
5
Years
10
Years
MSFO
×
−19.89% −12.88%
−6.66%/yr
YieldMax MSFT Option Income Strategy ETF Exchange-Traded Fund