All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

MSFO: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

MSFO real return snapshot: after CPI-U inflation, MSFO returned −7.72% over the past year and −12.91% YTD, with dividends reinvested. Since Aug. 25, 2023, MSFO is up +24.64% in real purchasing-power return, or +8.40%/yr, and is currently −20.09% below its real total-return high on Oct. 29, 2025.

Fri 2023-08-25? to Tue 2026-05-19 YTD
Return
1 Year
Return
MSFO
×
−12.91%
2026-05-19
−7.72%
2026-05-19
YieldMax MSFT Option Income Strategy ETF Exchange-Traded Fund

Returns

Fri 2023-08-25? to Tue 2026-05-19 Overall
Return
Exponential
Trendline
MSFO
×
+24.64%
+8.40%/yr
+7.00%/yr
(R2=0.284)
YieldMax MSFT Option Income Strategy ETF Exchange-Traded Fund

Growth of $10,000

Fri 2023-08-25? to Tue 2026-05-19 Start
Value
End
Value
MSFO
×
$10,000.00
2023-08-25
$12,464.07
2026-05-19
YieldMax MSFT Option Income Strategy ETF Exchange-Traded Fund

Annual Returns

Year MSFO
2026 (YTD) −12.91%
2025 +12.70%
2024 +7.26%
2023 +18.39%

Drawdowns

Fri 2023-08-25? to Tue 2026-05-19 Current
Drawdown
Worst
Drawdown
MSFO
×
−20.09%
from 2025-10-29 peak
−30.42%
2026-03-27
from 2025-10-29 peak
YieldMax MSFT Option Income Strategy ETF Exchange-Traded Fund

Rolling Returns

Period ending Tue 2026-05-19 1
Year
2
Years
3
Years
5
Years
10
Years
MSFO
×
−7.72% −4.27%
−2.15%/yr
YieldMax MSFT Option Income Strategy ETF Exchange-Traded Fund