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 +0.17% over the past year and +2.66% YTD, with dividends reinvested. Since Aug. 25, 2023, MSFO is up +55.19% in nominal total return, or +15.41%/yr, and is currently −5.93% below its total-return high on Oct. 28, 2025.

Data ending Fri Sep. 18, 2026

Growth of $10,000

Fri 2023-08-25💬 to Fri 2026-09-18 Overall
Return 		Exponential
Trendline
MSFO × 		+55.19%
+15.41%/yr 		+8.09%/yr
R2=0.374
YieldMax MSFT Option Income Strategy ETF Exchange-Traded Fund

Growth of $10,000 Summary

Fri 2023-08-25💬 to Fri 2026-09-18 Start
Value 		End
Value
MSFO × 		$10,000.00
2023-08-25 		$15,519.32
2026-09-18

This Year’s Performance

through 2026-09-18

  YTD YoY
MSFO × 		+2.66% +0.17%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
MSFO × 		−5.93%
on 2026-09-18
from 2025-10-28 peak 		−29.65%
on 2026-06-25
from 2025-10-28 peak

Rolling Returns

Period ending Fri 2026-09-18 1 yr 2 yr 3 yr 5 yr 10 yr
MSFO × 		+0.17% +16.60%
+7.98%/yr 		+51.81%
+14.93%/yr 		— —

Annual Returns

Year MSFO
2026 (YTD) +2.66%
2025 +15.72%
2024 +10.36%
2023 +18.39%