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 +0.56% over the past year and +4.72% YTD, with dividends reinvested. Since Aug. 25, 2023, MSFO is up +49.87% in real purchasing-power return, or +13.76%/yr, and is currently −3.91% below its real total-return high on Oct. 29, 2025.

Data ending Wed Oct. 14, 2026

Growth of $10,000

Fri 2023-08-25💬 to Wed 2026-10-14 Overall
Return 		Exponential
Trendline
MSFO × 		+49.87%
+13.76%/yr 		+5.26%/yr
R2=0.211
YieldMax MSFT Option Income Strategy ETF Exchange-Traded Fund

Growth of $10,000 Summary

Fri 2023-08-25💬 to Wed 2026-10-14 Start
Value 		End
Value
MSFO × 		$10,000.00
2023-08-25 		$14,987.37
2026-10-14

This Year’s Performance

through 2026-10-14

  YTD YoY
MSFO × 		+4.72% +0.56%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
MSFO × 		−3.91%
on 2026-10-14
from 2025-10-29 peak 		−31.69%
on 2026-06-25
from 2025-10-29 peak

Rolling Returns

Period ending Wed 2026-10-14 1 yr 2 yr 3 yr 5 yr 10 yr
MSFO × 		+0.56% +17.26%
+8.29%/yr 		+45.81%
+13.40%/yr 		— —

Annual Returns

Year MSFO
2026 (YTD) +4.72%
2025 +12.70%
2024 +7.26%
2023 +18.39%