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 +2.11% over the past year and +5.77% YTD, with dividends reinvested. Since Aug. 25, 2023, MSFO is up +51.37% in real purchasing-power return, or +13.84%/yr, and is currently −3.56% below its real total-return high on Nov. 4, 2026.

Data ending Thu Nov. 5, 2026

Growth of $10,000

Fri 2023-08-25💬 to Thu 2026-11-05 Overall
Return 		Exponential
Trendline
MSFO × 		+51.37%
+13.84%/yr 		+5.56%/yr
R2=0.238
YieldMax MSFT Option Income Strategy ETF Exchange-Traded Fund

Growth of $10,000 Summary

Fri 2023-08-25💬 to Thu 2026-11-05 Start
Value 		End
Value
MSFO × 		$10,000.00
2023-08-25 		$15,136.55
2026-11-05

This Year’s Performance

through 2026-11-05

  YTD YoY
MSFO × 		+5.77% +2.11%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
MSFO × 		−3.56%
on 2026-11-05
from 2026-11-04 peak 		−31.69%
on 2026-06-25
from 2025-10-29 peak

Rolling Returns

Period ending Thu 2026-11-05 1 yr 2 yr 3 yr 5 yr 10 yr
MSFO × 		+2.11% +20.23%
+9.65%/yr 		+38.37%
+11.43%/yr 		— —

Annual Returns

Year MSFO
2026 (YTD) +5.77%
2025 +12.70%
2024 +7.26%
2023 +18.39%