All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

MSFY: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

MSFY real return snapshot: after CPI-U inflation, MSFY returned −24.72% over the past year and −24.09% YTD, with dividends reinvested. Since Oct. 31, 2023, MSFY is down −2.92% in real purchasing-power return, or −1.09%/yr, and is currently −29.76% below its real total-return high on Oct. 28, 2025.

Data ending Fri Jul. 17, 2026

Growth of $10,000

Tue 2023-10-31💬 to Fri 2026-07-17 Overall
Return 		Exponential
Trendline
MSFY × 		−2.92%
−1.09%/yr 		−0.47%/yr
R2=0.002
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Growth of $10,000 Summary

Tue 2023-10-31💬 to Fri 2026-07-17 Start
Value 		End
Value
MSFY × 		$10,000.00
2023-10-31 		$9,708.26
2026-07-17

This Year’s Performance

through 2026-07-17

  YTD YoY
MSFY × 		−24.09% −24.72%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
MSFY × 		−29.76%
on 2026-07-17
from 2025-10-28 peak 		−37.50%
on 2026-06-25
from 2025-10-28 peak

Rolling Returns

Period ending Fri 2026-07-17 1 yr 2 yr 3 yr 5 yr 10 yr
MSFY × 		−24.72% −17.61%
−9.23%/yr 		— — —

Annual Returns

Year MSFY
2026 (YTD) −24.09%
2025 +11.16%
2024 +7.78%
2023 +6.75%