All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
MSFO real return snapshot: after CPI-U inflation, MSFO returned −19.64% over the past year and −19.84% YTD, with dividends reinvested. Since Aug. 25, 2023, MSFO is up +14.72% in real purchasing-power return, or +4.93%/yr, and is currently −26.45% below its real total-return high on Oct. 29, 2025.
Data ending Thu Jul. 2, 2026
| Fri 2023-08-25💬 to Thu 2026-07-02 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| MSFO × |
−19.84%
2026-07-02 |
−19.64%
2026-07-02 |
||||
| YieldMax MSFT Option Income Strategy ETF Exchange-Traded Fund | ||||||
| Fri 2023-08-25💬 to Thu 2026-07-02 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| MSFO × |
+14.72%
+4.93%/yr |
+5.48%/yr
(R2=0.194) |
||||
| YieldMax MSFT Option Income Strategy ETF Exchange-Traded Fund | ||||||
| Fri 2023-08-25💬 to Thu 2026-07-02 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| MSFO × |
$10,000.00
2023-08-25 |
$11,472.39
2026-07-02 |
||||
| YieldMax MSFT Option Income Strategy ETF Exchange-Traded Fund | ||||||
| Year | MSFO |
|---|---|
| 2026 (YTD) | −19.84% |
| 2025 | +12.70% |
| 2024 | +7.26% |
| 2023 | +18.38% |
| Fri 2023-08-25💬 to Thu 2026-07-02 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| MSFO × |
−26.45%
from 2025-10-29 peak |
−32.07%
2026-06-25 from 2025-10-29 peak |
||||
| YieldMax MSFT Option Income Strategy ETF Exchange-Traded Fund | ||||||
| Period ending Thu 2026-07-02 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| MSFO × | −19.64% |
−16.53% −8.64%/yr |
— | — | — | |
| YieldMax MSFT Option Income Strategy ETF Exchange-Traded Fund | ||||||
