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 Thu 2026-09-10 Overall
Return 		Exponential
Trendline
IBIT × 		+46.97%
+16.31%/yr 		+6.27%/yr
R2=0.039
iShares Bitcoin Trust NASDAQ Exchange-Traded Fund
MSTR × 		+80.27%
+26.01%/yr 		−8.76%/yr
R2=0.020
MicroStrategy Incorporated NASDAQ Common Stock
MSTY × 		+47.56%
+16.49%/yr 		−10.78%/yr
R2=0.048
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2024-02-22💬 to Thu 2026-09-10 Start
Value 		End
Value
IBIT × 		$10,000.00
2024-02-22 		$14,697.17
2026-09-10
MSTR × 		$10,000.00
2024-02-22 		$18,027.06
2026-09-10
MSTY × 		$10,000.00
2024-02-22 		$14,756.33
2026-09-10

This Year’s Performance

through 2026-09-10

  YTD YoY
IBIT × 		−12.02% −32.31%
MSTR × 		−15.39% −60.62%
MSTY × 		−14.22% −55.82%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
IBIT × 		−38.73%
on 2026-09-10
from 2025-10-06 peak 		−53.30%
on 2026-06-30
from 2025-10-06 peak
MSTR × 		−72.87%
on 2026-09-10
from 2024-11-20 peak 		−82.63%
on 2026-06-26
from 2024-11-20 peak
MSTY × 		−66.27%
on 2026-09-10
from 2025-07-16 peak 		−77.40%
on 2026-06-26
from 2025-07-16 peak

Rolling Returns

Period ending Thu 2026-09-10 1 yr 2 yr 3 yr 5 yr 10 yr
IBIT × 		−32.31% +32.36%
+15.05%/yr 		— — —
MSTR × 		−60.62% −0.83%
−0.42%/yr 		+260.84%
+53.38%/yr 		+108.85%
+15.87%/yr 		+653.13%
+22.37%/yr
MSTY × 		−55.82% −13.15%
−6.81%/yr 		— — —

Annual Returns

Year IBIT MSTR MSTY
2026 (YTD) −12.02% −15.39% −14.22%
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% —