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 −0.84% over the past year and +5.26% YTD, with dividends reinvested. Since Aug. 25, 2023, MSFO is up +50.64% in real purchasing-power return, or +14.05%/yr, and is currently −3.42% below its real total-return high on Oct. 29, 2025.

Data ending Tue Oct. 6, 2026

Growth of $10,000

Fri 2023-08-25💬 to Tue 2026-10-06 Overall
Return 		Exponential
Trendline
MSFO × 		+50.64%
+14.05%/yr 		+5.15%/yr
R2=0.201
YieldMax MSFT Option Income Strategy ETF Exchange-Traded Fund

Growth of $10,000 Summary

Fri 2023-08-25💬 to Tue 2026-10-06 Start
Value 		End
Value
MSFO × 		$10,000.00
2023-08-25 		$15,064.08
2026-10-06

This Year’s Performance

through 2026-10-06

  YTD YoY
MSFO × 		+5.26% −0.84%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
MSFO × 		−3.42%
on 2026-10-06
from 2025-10-29 peak 		−31.69%
on 2026-06-25
from 2025-10-29 peak

Rolling Returns

Period ending Tue 2026-10-06 1 yr 2 yr 3 yr 5 yr 10 yr
MSFO × 		−0.84% +19.33%
+9.24%/yr 		+48.02%
+13.96%/yr 		— —

Annual Returns

Year MSFO
2026 (YTD) +5.26%
2025 +12.70%
2024 +7.26%
2023 +18.39%