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

Total Real Returns

IBIT vs. MSTR vs. MSTY: Total Return Chart (with Dividends Reinvested)

Growth of $10,000

Thu 2024-02-22💬 to Tue 2026-10-20 Overall
Return 		Exponential
Trendline
IBIT × 		+57.17%
+18.54%/yr 		+5.66%/yr
R2=0.036
iShares Bitcoin Trust NASDAQ Exchange-Traded Fund
MSTR × 		+100.13%
+29.82%/yr 		−10.17%/yr
R2=0.031
MicroStrategy Incorporated NASDAQ Common Stock
MSTY × 		+60.54%
+19.49%/yr 		−11.83%/yr
R2=0.065
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2024-02-22💬 to Tue 2026-10-20 Start
Value 		End
Value
IBIT × 		$10,000.00
2024-02-22 		$15,716.69
2026-10-20
MSTR × 		$10,000.00
2024-02-22 		$20,012.62
2026-10-20
MSTY × 		$10,000.00
2024-02-22 		$16,053.69
2026-10-20

This Year’s Performance

through 2026-10-20

  YTD YoY
IBIT × 		−5.92% −25.77%
MSTR × 		−6.07% −51.88%
MSTY × 		−6.67% −45.92%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
IBIT × 		−34.48%
on 2026-10-20
from 2025-10-06 peak 		−53.30%
on 2026-06-30
from 2025-10-06 peak
MSTR × 		−69.88%
on 2026-10-20
from 2024-11-20 peak 		−82.63%
on 2026-06-26
from 2024-11-20 peak
MSTY × 		−63.31%
on 2026-10-20
from 2025-07-16 peak 		−77.40%
on 2026-06-26
from 2025-07-16 peak

Rolling Returns

Period ending Tue 2026-10-20 1 yr 2 yr 3 yr 5 yr 10 yr
IBIT × 		−25.77% +19.55%
+9.34%/yr 		— — —
MSTR × 		−51.88% −33.88%
−18.69%/yr 		+310.07%
+60.06%/yr 		+88.24%
+13.49%/yr 		+747.30%
+23.82%/yr
MSTY × 		−45.92% −34.61%
−19.14%/yr 		— — —

Annual Returns

Year IBIT MSTR MSTY
2026 (YTD) −5.92% −6.07% −6.67%
2025 −6.41% −47.53% −42.70%
2024 +99.21% +358.54% +200.20%
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% —