All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

IBIT,MSTR: Total Return Chart (with Dividends Reinvested)

Thu 2024-01-11💬 to Fri 2026-05-29 YTD
Return
1 Year
Return
IBIT
×
−16.15%
2026-05-29
−30.61%
2026-05-29
iShares Bitcoin Trust NASDAQ Exchange-Traded Fund
MSTR
×
+4.70%
2026-05-29
−57.08%
2026-05-29
MicroStrategy Incorporated NASDAQ Common Stock

Returns

Thu 2024-01-11💬 to Fri 2026-05-29 Overall
Return
Exponential
Trendline
IBIT
×
+56.33%
+20.66%/yr
+22.83%/yr
(R2=0.303)
iShares Bitcoin Trust NASDAQ Exchange-Traded Fund
MSTR
×
+196.71%
+57.95%/yr
+27.71%/yr
(R2=0.104)
MicroStrategy Incorporated NASDAQ Common Stock

Growth of $10,000

Thu 2024-01-11💬 to Fri 2026-05-29 Start
Value
End
Value
IBIT
×
$10,000.00
2024-01-11
$15,632.75
2026-05-29
iShares Bitcoin Trust NASDAQ Exchange-Traded Fund
MSTR
×
$10,000.00
2024-01-11
$29,671.01
2026-05-29
MicroStrategy Incorporated NASDAQ Common Stock

Annual Returns

Year IBIT MSTR
2026 (YTD) −16.15% +4.70%
2025 −6.41% −47.53%
2024 +99.21% +358.54%
2023 +346.15%
2022 −74.00%
2021 +40.13%
2020 +172.42%
2019 +11.65%
2018 −2.70%
2017 −33.49%
2016 +10.10%
2015 +10.40%
2014 +30.71%
2013 +33.05%
2012 −13.79%
2011 +26.73%
2010 −9.09%
2009 +153.22%
2008 −60.96%
2007 −16.59%
2006 +37.91%
2005 +37.21%
2004 +14.81%
2003 +247.55%
2002 −60.78%
2001 −59.47%
2000 −90.95%
1999 +566.67%
1998 +49.11%

Drawdowns

Thu 2024-01-11💬 to Fri 2026-05-29 Current
Drawdown
Worst
Drawdown
IBIT
×
−41.60%
from 2025-10-06 peak
−49.36%
2026-02-05
from 2025-10-06 peak
iShares Bitcoin Trust NASDAQ Exchange-Traded Fund
MSTR
×
−66.42%
from 2024-11-20 peak
−77.42%
2026-02-05
from 2024-11-20 peak
MicroStrategy Incorporated NASDAQ Common Stock

Rolling Returns

Period ending Fri 2026-05-29 1
Year
2
Years
3
Years
5
Years
10
Years
IBIT
×
−30.61% +8.64%
+4.23%/yr
iShares Bitcoin Trust NASDAQ Exchange-Traded Fund
MSTR
×
−57.08% −1.72%
−0.86%/yr
+458.01%
+77.07%/yr
+238.49%
+27.60%/yr
+733.24%
+23.61%/yr
MicroStrategy Incorporated NASDAQ Common Stock