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 −9.41% over the past year and −5.86% YTD, with dividends reinvested. Since Oct. 31, 2023, MSFY is up +20.38% in real purchasing-power return, or +6.31%/yr, and is currently −12.91% below its real total-return high on Oct. 28, 2025.

Data ending Wed Nov. 11, 2026

Growth of $10,000

Tue 2023-10-31💬 to Wed 2026-11-11 Overall
Return 		Exponential
Trendline
MSFY × 		+20.38%
+6.31%/yr 		+0.10%/yr
R2=0.000
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Growth of $10,000 Summary

Tue 2023-10-31💬 to Wed 2026-11-11 Start
Value 		End
Value
MSFY × 		$10,000.00
2023-10-31 		$12,038.04
2026-11-11

This Year’s Performance

through 2026-11-11

  YTD YoY
MSFY × 		−5.86% −9.41%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
MSFY × 		−12.91%
on 2026-11-11
from 2025-10-28 peak 		−37.51%
on 2026-06-25
from 2025-10-28 peak

Rolling Returns

Period ending Wed 2026-11-11 1 yr 2 yr 3 yr 5 yr 10 yr
MSFY × 		−9.41% +6.62%
+3.26%/yr 		+14.25%
+4.54%/yr 		— —

Annual Returns

Year MSFY
2026 (YTD) −5.86%
2025 +11.14%
2024 +7.78%
2023 +6.75%