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 −17.31% over the past year and −19.03% YTD, with dividends reinvested. Since Aug. 25, 2023, MSFO is up +15.88% in real purchasing-power return, or +5.41%/yr, and is currently −25.71% below its real total-return high on Oct. 29, 2025.

Data ending Fri Jun. 12, 2026

Fri 2023-08-25💬 to Fri 2026-06-12 YTD
Return
1 Year
Return
MSFO
×
−19.03%
2026-06-12
−17.31%
2026-06-12
YieldMax MSFT Option Income Strategy ETF NYSE Exchange-Traded Fund

Returns

Fri 2023-08-25💬 to Fri 2026-06-12 Overall
Return
Exponential
Trendline
MSFO
×
+15.88%
+5.41%/yr
+6.34%/yr
(R2=0.251)
YieldMax MSFT Option Income Strategy ETF NYSE Exchange-Traded Fund

Growth of $10,000

Fri 2023-08-25💬 to Fri 2026-06-12 Start
Value
End
Value
MSFO
×
$10,000.00
2023-08-25
$11,587.64
2026-06-12
YieldMax MSFT Option Income Strategy ETF NYSE Exchange-Traded Fund

Annual Returns

Year MSFO
2026 (YTD) −19.03%
2025 +12.70%
2024 +7.26%
2023 +18.39%

Drawdowns

Fri 2023-08-25💬 to Fri 2026-06-12 Current
Drawdown
Worst
Drawdown
MSFO
×
−25.71%
from 2025-10-29 peak
−30.42%
2026-03-27
from 2025-10-29 peak
YieldMax MSFT Option Income Strategy ETF NYSE Exchange-Traded Fund

Rolling Returns

Period ending Fri 2026-06-12 1
Year
2
Years
3
Years
5
Years
10
Years
MSFO
×
−17.31% −12.68%
−6.55%/yr
YieldMax MSFT Option Income Strategy ETF NYSE Exchange-Traded Fund