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 −13.79% over the past year and −16.16% YTD, with dividends reinvested. Since Aug. 25, 2023, MSFO is up +26.75% in nominal total return, or +8.84%/yr, and is currently −23.17% below its total-return high on Oct. 28, 2025.

Data ending Fri Jun. 12, 2026

Fri 2023-08-25💬 to Fri 2026-06-12 YTD
Return
1 Year
Return
MSFO
×
−16.16%
2026-06-12
−13.79%
2026-06-12
YieldMax MSFT Option Income Strategy ETF NYSE Exchange-Traded Fund

Returns

Fri 2023-08-25💬 to Fri 2026-06-12 Overall
Return
Exponential
Trendline
MSFO
×
+26.75%
+8.84%/yr
+9.40%/yr
(R2=0.422)
YieldMax MSFT Option Income Strategy ETF NYSE Exchange-Traded Fund

Growth of $10,000

Fri 2023-08-25💬 to Fri 2026-06-12 Start
Value
End
Value
MSFO
×
$10,000.00
2023-08-25
$12,675.28
2026-06-12
YieldMax MSFT Option Income Strategy ETF NYSE Exchange-Traded Fund

Annual Returns

Year MSFO
2026 (YTD) −16.16%
2025 +15.72%
2024 +10.36%
2023 +18.39%

Drawdowns

Fri 2023-08-25💬 to Fri 2026-06-12 Current
Drawdown
Worst
Drawdown
MSFO
×
−23.17%
from 2025-10-28 peak
−29.28%
2026-03-27
from 2025-10-28 peak
YieldMax MSFT Option Income Strategy ETF NYSE Exchange-Traded Fund

Rolling Returns

Period ending Fri 2026-06-12 1
Year
2
Years
3
Years
5
Years
10
Years
MSFO
×
−13.79% −6.71%
−3.42%/yr
YieldMax MSFT Option Income Strategy ETF NYSE Exchange-Traded Fund