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 −5.41% over the past year and −0.47% YTD, with dividends reinvested. Since Aug. 25, 2023, MSFO is up +42.44% in real purchasing-power return, or +12.65%/yr, and is currently −8.68% below its real total-return high on Oct. 29, 2025.

Data ending Fri Aug. 14, 2026

Growth of $10,000

Fri 2023-08-25💬 to Fri 2026-08-14 Overall
Return 		Exponential
Trendline
MSFO × 		+42.44%
+12.65%/yr 		+4.72%/yr
R2=0.157
YieldMax MSFT Option Income Strategy ETF Exchange-Traded Fund

Growth of $10,000 Summary

Fri 2023-08-25💬 to Fri 2026-08-14 Start
Value 		End
Value
MSFO × 		$10,000.00
2023-08-25 		$14,244.03
2026-08-14

This Year’s Performance

through 2026-08-14

  YTD YoY
MSFO × 		−0.47% −5.41%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
MSFO × 		−8.68%
on 2026-08-14
from 2025-10-29 peak 		−31.69%
on 2026-06-25
from 2025-10-29 peak

Rolling Returns

Period ending Fri 2026-08-14 1 yr 2 yr 3 yr 5 yr 10 yr
MSFO × 		−5.41% +12.48%
+6.06%/yr 		— — —

Annual Returns

Year MSFO
2026 (YTD) −0.47%
2025 +12.70%
2024 +7.26%
2023 +18.38%