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 −3.78% over the past year and −10.40% YTD, with dividends reinvested. Since Aug. 25, 2023, MSFO is up +35.46% in nominal total return, or +11.72%/yr, and is currently −17.89% below its total-return high on Oct. 28, 2025.

Fri 2023-08-25? to Thu 2026-05-21 YTD
Return
1 Year
Return
MSFO
×
−10.40%
2026-05-21
−3.78%
2026-05-21
YieldMax MSFT Option Income Strategy ETF Exchange-Traded Fund

Returns

Fri 2023-08-25? to Thu 2026-05-21 Overall
Return
Exponential
Trendline
MSFO
×
+35.46%
+11.72%/yr
+9.92%/yr
(R2=0.441)
YieldMax MSFT Option Income Strategy ETF Exchange-Traded Fund

Growth of $10,000

Fri 2023-08-25? to Thu 2026-05-21 Start
Value
End
Value
MSFO
×
$10,000.00
2023-08-25
$13,545.83
2026-05-21
YieldMax MSFT Option Income Strategy ETF Exchange-Traded Fund

Annual Returns

Year MSFO
2026 (YTD) −10.40%
2025 +15.72%
2024 +10.35%
2023 +18.39%

Drawdowns

Fri 2023-08-25? to Thu 2026-05-21 Current
Drawdown
Worst
Drawdown
MSFO
×
−17.89%
from 2025-10-28 peak
−29.28%
2026-03-27
from 2025-10-28 peak
YieldMax MSFT Option Income Strategy ETF Exchange-Traded Fund

Rolling Returns

Period ending Thu 2026-05-21 1
Year
2
Years
3
Years
5
Years
10
Years
MSFO
×
−3.78% +0.27%
+0.13%/yr
YieldMax MSFT Option Income Strategy ETF Exchange-Traded Fund