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MSFO vs. PXD
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between MSFO and PXD is -0.06. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.


-0.50.00.51.0-0.1

Performance

MSFO vs. PXD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in YieldMax MSFT Option Income Strategy ETF (MSFO) and Pioneer Natural Resources Company (PXD). The values are adjusted to include any dividend payments, if applicable.

-8.00%-6.00%-4.00%-2.00%0.00%2.00%4.00%AugustSeptemberOctoberNovemberDecember2025
-1.76%
0
MSFO
PXD

Key characteristics

Returns By Period


MSFO

YTD

1.03%

1M

-4.83%

6M

-1.76%

1Y

9.63%

5Y*

N/A

10Y*

N/A

PXD

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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Risk-Adjusted Performance

MSFO vs. PXD — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

MSFO
The Risk-Adjusted Performance Rank of MSFO is 2828
Overall Rank
The Sharpe Ratio Rank of MSFO is 2626
Sharpe Ratio Rank
The Sortino Ratio Rank of MSFO is 2424
Sortino Ratio Rank
The Omega Ratio Rank of MSFO is 2727
Omega Ratio Rank
The Calmar Ratio Rank of MSFO is 3737
Calmar Ratio Rank
The Martin Ratio Rank of MSFO is 2424
Martin Ratio Rank

PXD
The Risk-Adjusted Performance Rank of PXD is 8484
Overall Rank
The Sharpe Ratio Rank of PXD is 8585
Sharpe Ratio Rank
The Sortino Ratio Rank of PXD is 8484
Sortino Ratio Rank
The Omega Ratio Rank of PXD is 8181
Omega Ratio Rank
The Calmar Ratio Rank of PXD is 8686
Calmar Ratio Rank
The Martin Ratio Rank of PXD is 8282
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

MSFO vs. PXD - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for YieldMax MSFT Option Income Strategy ETF (MSFO) and Pioneer Natural Resources Company (PXD). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratio
The chart of Sharpe ratio for MSFO, currently valued at 0.61, compared to the broader market0.002.004.000.612.71
The chart of Sortino ratio for MSFO, currently valued at 0.86, compared to the broader market-2.000.002.004.006.008.0010.0012.000.864.56
The chart of Omega ratio for MSFO, currently valued at 1.12, compared to the broader market0.501.001.502.002.503.001.122.10
The chart of Calmar ratio for MSFO, currently valued at 0.74, compared to the broader market0.005.0010.0015.000.741.78
The chart of Martin ratio for MSFO, currently valued at 1.80, compared to the broader market0.0020.0040.0060.0080.00100.001.8012.81
MSFO
PXD


Rolling 12-month Sharpe Ratio0.501.001.502.002.50SeptemberSep 08Sep 15Sep 22Sep 29Oct 06Oct 13Oct 20Oct 27Nov 03Nov 10Nov 17Nov 24DecemberDec 08Dec 15Dec 22Dec 29Jan 05Jan 12
0.61
2.71
MSFO
PXD

Dividends

MSFO vs. PXD - Dividend Comparison

MSFO's dividend yield for the trailing twelve months is around 34.72%, while PXD has not paid dividends to shareholders.


TTM20242023202220212020201920182017201620152014
MSFO
YieldMax MSFT Option Income Strategy ETF
34.72%35.17%6.44%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
PXD
Pioneer Natural Resources Company
0.95%0.95%6.21%11.14%3.76%1.93%0.79%0.24%0.04%0.04%0.05%0.05%

Drawdowns

MSFO vs. PXD - Drawdown Comparison


-14.00%-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%AugustSeptemberOctoberNovemberDecember2025
-6.81%
-2.14%
MSFO
PXD

Volatility

MSFO vs. PXD - Volatility Comparison

YieldMax MSFT Option Income Strategy ETF (MSFO) has a higher volatility of 4.78% compared to Pioneer Natural Resources Company (PXD) at 0.00%. This indicates that MSFO's price experiences larger fluctuations and is considered to be riskier than PXD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%1.00%2.00%3.00%4.00%5.00%6.00%7.00%AugustSeptemberOctoberNovemberDecember2025
4.78%
0
MSFO
PXD
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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