MSFO Total Return Calculator
$10,000 since Aug 2023, with and without reinvesting · data through Oct 2026
Since Aug 2023, $10,000 became $16,016 reinvested (16.0% a year), or $14,283 taking the distributions as cash, $8,331 of it paid out along the way.
MSFO became
$16,016
S&P 500: $17,462
Return a year
16.0%
S&P 500: 19.2%
Payouts reinvested
$13,176
bought more shares
Worst drop
-24.8%
S&P 500: -7.6%
$10,000, Aug 2023 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | MSFO total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | +7.8% | $4,258 | +11.7% |
| 2025 | +15.7% | $4,327 | +17.7% |
| 2024 | +10.4% | $3,841 | +24.9% |
| 2023 (part) | +16.4% | $750 | +6.3% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: MSFO total return
Data as of · Source: SmarterDividends data
- $10,000 invested in MSFO at the end of Aug 2023, with distributions reinvested, was worth $16,016 at the end of Oct 2026: 16.0% a year, against $17,462 (19.2% a year) in the S&P 500.
- Taking MSFO's distributions as cash instead of reinvesting them, the same $10,000 ended at $14,283, including $8,331 of cash received; reinvesting added $1,732.
- MSFO's best calendar year in that time was 2025 (15.7%) and its worst 2024 (10.4%), with distributions reinvested.
Cite this page
SmarterDividends, "MSFO Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/MSFO/total-return
MSFO total return questions
What is MSFO's total return since Aug 2023?
60% in total, or 16.0% a year, through Oct 2026 with distributions reinvested. The share price alone fell 40%.
How much of MSFO's return came from distributions?
About 100% of its yearly return since Aug 2023. Reinvesting them, rather than taking cash, left you $1,732 better off on a $10,000 start.
What was MSFO's worst year?
2024, at 10.4% with distributions reinvested (S&P 500: 24.9%). Its deepest fall from a peak, on month-end values, was -24.8%.
How is total return calculated here?
From month-end prices: the adjusted price counts every distribution reinvested in the month it was paid; the plain price doesn't. The S&P 500 is SPY with its dividends reinvested. No trading costs or taxes.