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 −0.76% over the past year and +4.01% YTD, with dividends reinvested. Since Aug. 25, 2023, MSFO is up +57.24% in nominal total return, or +16.52%/yr, and is currently −4.69% below its total-return high on Oct. 28, 2025.

Data ending Mon Aug. 10, 2026

Growth of $10,000

Fri 2023-08-25💬 to Mon 2026-08-10 Overall
Return
Exponential
Trendline
MSFO
×
+57.24%
+16.52%/yr
+7.74%/yr
R2=0.331
YieldMax MSFT Option Income Strategy ETF Exchange-Traded Fund

Growth of $10,000 Summary

Fri 2023-08-25💬 to Mon 2026-08-10 Start
Value
End
Value
MSFO
×
$10,000.00
2023-08-25
$15,724.23
2026-08-10

This Year’s Performance

through 2026-08-10

  YTD YoY
MSFO
×
+4.01% −0.76%

Drawdowns

  Current
Drawdown
Worst
Drawdown
MSFO
×
−4.69%
on 2026-08-10
from 2025-10-28 peak
−29.65%
on 2026-06-25
from 2025-10-28 peak

Rolling Returns

Period ending Mon 2026-08-10 1 yr 2 yr 3 yr 5 yr 10 yr
MSFO
×
−0.76% +24.49%
+11.58%/yr

Annual Returns

Year MSFO
2026 (YTD) +4.01%
2025 +15.71%
2024 +10.36%
2023 +18.39%