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 −23.67% over the past year and −21.05% YTD, with dividends reinvested. Since Aug. 25, 2023, MSFO is up +12.99% in real purchasing-power return, or +4.28%/yr, and is currently −27.56% below its real total-return high on Oct. 29, 2025.

Data ending Fri Jul. 24, 2026

Growth of $10,000

Fri 2023-08-25💬 to Fri 2026-07-24 Overall
Return 		Exponential
Trendline
MSFO × 		+12.99%
+4.28%/yr 		+4.74%/yr
R2=0.153
YieldMax MSFT Option Income Strategy ETF Exchange-Traded Fund

Growth of $10,000 Summary

Fri 2023-08-25💬 to Fri 2026-07-24 Start
Value 		End
Value
MSFO × 		$10,000.00
2023-08-25 		$11,298.72
2026-07-24

This Year’s Performance

through 2026-07-24

  YTD YoY
MSFO × 		−21.05% −23.67%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
MSFO × 		−27.56%
on 2026-07-24
from 2025-10-29 peak 		−31.69%
on 2026-06-25
from 2025-10-29 peak

Rolling Returns

Period ending Fri 2026-07-24 1 yr 2 yr 3 yr 5 yr 10 yr
MSFO × 		−23.67% −12.08%
−6.23%/yr 		— — —

Annual Returns

Year MSFO
2026 (YTD) −21.05%
2025 +12.70%
2024 +7.26%
2023 +18.39%