All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Thu 2024-02-22💬 to Wed 2026-09-30 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| IBIT × |
+59.29%
+19.58%/yr |
+5.90%/yr
R2=0.037 |
||||
| iShares Bitcoin Trust NASDAQ Exchange-Traded Fund | ||||||
| MSTR × |
+114.67%
+34.10%/yr |
−9.57%/yr
R2=0.026 |
||||
| MicroStrategy Incorporated NASDAQ Common Stock | ||||||
| MSTY × |
+70.56%
+22.76%/yr |
−11.36%/yr
R2=0.057 |
||||
| YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund | ||||||
| Thu 2024-02-22💬 to Wed 2026-09-30 |
Start
Value |
End
Value |
|---|---|---|
| IBIT × |
$10,000.00
2024-02-22 |
$15,928.67
2026-09-30 |
| MSTR × |
$10,000.00
2024-02-22 |
$21,466.73
2026-09-30 |
| MSTY × |
$10,000.00
2024-02-22 |
$17,056.14
2026-09-30 |
| YTD | YoY | |
|---|---|---|
| IBIT × | −4.65% | −27.17% |
| MSTR × | +0.75% | −52.49% |
| MSTY × | −0.85% | −47.48% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| IBIT × |
−33.60%
on 2026-09-30 from 2025-10-06 peak |
−53.30%
on 2026-06-30 from 2025-10-06 peak |
| MSTR × |
−67.69%
on 2026-09-30 from 2024-11-20 peak |
−82.63%
on 2026-06-26 from 2024-11-20 peak |
| MSTY × |
−61.01%
on 2026-09-30 from 2025-07-16 peak |
−77.40%
on 2026-06-26 from 2025-07-16 peak |
| Period ending Wed 2026-09-30 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| IBIT × | −27.17% |
+31.03% +14.47%/yr |
— | — | — |
| MSTR × | −52.49% |
−9.20% −4.71%/yr |
+366.34% +67.07%/yr |
+164.68% +21.49%/yr |
+814.30% +24.77%/yr |
| MSTY × | −47.48% |
−15.71% −8.19%/yr |
— | — | — |
| Year | IBIT | MSTR | MSTY |
|---|---|---|---|
| 2026 (YTD) | −4.65% | +0.75% | −0.85% |
| 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% | — |
