Performance analysis of MSFO (YIELDMAX(R) MSFT OPTION INCOME STRATEGY ETF)
Annual Return
Since Aug 25, 2023, MSFO has had an average annual return of +12%, underperforming the benchmark SPY, which returned +22.96% annual.
| 2026 | 2025 | 2024 | 2023 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -9.13% | +15.55% | +10.24% | +18.32% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -9.77% | -6.63% | -5.13% | +10.67% | +7.55% | -4.49% | -9.13% | ||||||
| 2025 | -1.78% | -3.09% | -3.83% | +5.62% | +12.97% | +6.37% | +5.59% | -3.52% | +1.79% | +1.23% | -4.40% | -0.89% | +15.55% |
| 2024 | +4.31% | +2.85% | +2.84% | -5.25% | +5.87% | +6.61% | -6.99% | +0.51% | +2.22% | -4.62% | +4.01% | -1.44% | +10.24% |
| 2023 | +1.73% | -2.89% | +8.47% | +8.82% | +1.47% | +18.32% |
Drawdown analysis of MSFO (YIELDMAX(R) MSFT OPTION INCOME STRATEGY ETF)
The maximum drawdown for the MSFO was -29.22%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The current MSFO drawdown is -16.72%.
Since Aug 25, 2023 MSFO has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -29.22% | Oct 28, 2025 | 103 | Mar 27, 2026 | Ongoing | Ongoing | Ongoing |
| -19.13% | Jul 5, 2024 | 190 | Apr 8, 2025 | 33 | May 27, 2025 | 223 |
| -7.29% | Apr 11, 2024 | 13 | Apr 30, 2024 | 14 | May 20, 2024 | 27 |
| -6.81% | Sep 14, 2023 | 8 | Sep 26, 2023 | 21 | Oct 25, 2023 | 29 |
| -6.35% | Aug 4, 2025 | 23 | Sep 5, 2025 | 36 | Oct 27, 2025 | 59 |
| -3.71% | Feb 8, 2024 | 8 | Feb 21, 2024 | 7 | Mar 1, 2024 | 15 |
| -3.66% | Oct 25, 2023 | 1 | Oct 26, 2023 | 4 | Nov 1, 2023 | 5 |
| -3.34% | May 24, 2024 | 4 | May 31, 2024 | 7 | Jun 11, 2024 | 11 |
| -2.73% | Nov 28, 2023 | 12 | Dec 14, 2023 | 6 | Dec 22, 2023 | 18 |
| -2.48% | Mar 4, 2024 | 2 | Mar 6, 2024 | 4 | Mar 12, 2024 | 6 |
| -2.01% | Dec 29, 2023 | 4 | Jan 5, 2024 | 1 | Jan 8, 2024 | 5 |
| -1.69% | Mar 22, 2024 | 3 | Mar 27, 2024 | 8 | Apr 9, 2024 | 11 |
| -1.57% | Jul 31, 2025 | 1 | Aug 1, 2025 | 1 | Aug 4, 2025 | 2 |
| -1.43% | Jan 29, 2024 | 2 | Jan 31, 2024 | 2 | Feb 2, 2024 | 4 |
| -1.23% | Jun 30, 2025 | 2 | Jul 2, 2025 | 1 | Jul 3, 2025 | 3 |
| -1.15% | Jul 18, 2025 | 3 | Jul 23, 2025 | 1 | Jul 24, 2025 | 4 |
| -0.91% | Sep 11, 2023 | 1 | Sep 12, 2023 | 1 | Sep 13, 2023 | 2 |
| -0.77% | Sep 5, 2023 | 2 | Sep 7, 2023 | 1 | Sep 8, 2023 | 3 |
| -0.75% | Jan 8, 2024 | 1 | Jan 9, 2024 | 1 | Jan 10, 2024 | 2 |
| -0.54% | Apr 9, 2024 | 1 | Apr 10, 2024 | 1 | Apr 11, 2024 | 2 |
| -0.50% | May 27, 2025 | 1 | May 28, 2025 | 3 | Jun 2, 2025 | 4 |
| -0.50% | Jun 17, 2024 | 1 | Jun 18, 2024 | 2 | Jun 21, 2024 | 3 |
| -0.45% | Jun 9, 2025 | 1 | Jun 10, 2025 | 1 | Jun 11, 2025 | 2 |
| -0.43% | Feb 2, 2024 | 1 | Feb 5, 2024 | 2 | Feb 7, 2024 | 3 |
| -0.38% | Nov 16, 2023 | 1 | Nov 17, 2023 | 1 | Nov 20, 2023 | 2 |