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 −3.29% over the past year and −0.09% YTD, with dividends reinvested. Since Aug. 25, 2023, MSFO is up +42.99% in real purchasing-power return, or +12.30%/yr, and is currently −8.32% below its real total-return high on Oct. 29, 2025.

Data ending Thu Sep. 24, 2026

Growth of $10,000

Fri 2023-08-25💬 to Thu 2026-09-24 Overall
Return 		Exponential
Trendline
MSFO × 		+42.99%
+12.30%/yr 		+5.01%/yr
R2=0.189
YieldMax MSFT Option Income Strategy ETF Exchange-Traded Fund

Growth of $10,000 Summary

Fri 2023-08-25💬 to Thu 2026-09-24 Start
Value 		End
Value
MSFO × 		$10,000.00
2023-08-25 		$14,299.39
2026-09-24

This Year’s Performance

through 2026-09-24

  YTD YoY
MSFO × 		−0.09% −3.29%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
MSFO × 		−8.32%
on 2026-09-24
from 2025-10-29 peak 		−31.69%
on 2026-06-25
from 2025-10-29 peak

Rolling Returns

Period ending Thu 2026-09-24 1 yr 2 yr 3 yr 5 yr 10 yr
MSFO × 		−3.29% +10.61%
+5.17%/yr 		+45.03%
+13.19%/yr 		— —

Annual Returns

Year MSFO
2026 (YTD) −0.09%
2025 +12.70%
2024 +7.26%
2023 +18.39%