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 +2.35% over the past year and +5.52% YTD, with dividends reinvested. Since Aug. 25, 2023, MSFO is up +59.52% in nominal total return, or +16.79%/yr, and is currently −3.31% below its total-return high on Oct. 28, 2025.

Data ending Fri Aug. 28, 2026

Growth of $10,000

Fri 2023-08-25💬 to Fri 2026-08-28 Overall
Return 		Exponential
Trendline
MSFO × 		+59.52%
+16.79%/yr 		+7.91%/yr
R2=0.352
YieldMax MSFT Option Income Strategy ETF Exchange-Traded Fund

Growth of $10,000 Summary

Fri 2023-08-25💬 to Fri 2026-08-28 Start
Value 		End
Value
MSFO × 		$10,000.00
2023-08-25 		$15,952.24
2026-08-28

This Year’s Performance

through 2026-08-28

  YTD YoY
MSFO × 		+5.52% +2.35%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
MSFO × 		−3.31%
on 2026-08-28
from 2025-10-28 peak 		−29.65%
on 2026-06-25
from 2025-10-28 peak

Rolling Returns

Period ending Fri 2026-08-28 1 yr 2 yr 3 yr 5 yr 10 yr
MSFO × 		+2.35% +24.75%
+11.69%/yr 		+59.33%
+16.80%/yr 		— —

Annual Returns

Year MSFO
2026 (YTD) +5.52%
2025 +15.72%
2024 +10.36%
2023 +18.39%