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

Total Real Returns

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

Thu 2024-02-22💬 to Tue 2026-06-02 YTD
Return
1 Year
Return
IBIT
×
−23.36%
2026-06-02
−35.90%
2026-06-02
iShares Bitcoin Trust NASDAQ Exchange-Traded Fund
MSTR
×
−10.44%
2026-06-02
−63.45%
2026-06-02
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
−8.54%
2026-06-02
−57.30%
2026-06-02
YieldMax MSTR Option Income Strategy ETF NYSE Exchange-Traded Fund

Returns

Thu 2024-02-22💬 to Tue 2026-06-02 Overall
Return
Exponential
Trendline
IBIT
×
+28.03%
+11.47%/yr
+16.72%/yr
(R2=0.202)
iShares Bitcoin Trust NASDAQ Exchange-Traded Fund
MSTR
×
+90.82%
+32.84%/yr
+10.24%/yr
(R2=0.021)
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
+57.32%
+22.04%/yr
+4.15%/yr
(R2=0.006)
YieldMax MSTR Option Income Strategy ETF NYSE Exchange-Traded Fund

Growth of $10,000

Thu 2024-02-22💬 to Tue 2026-06-02 Start
Value
End
Value
IBIT
×
$10,000.00
2024-02-22
$12,802.83
2026-06-02
iShares Bitcoin Trust NASDAQ Exchange-Traded Fund
MSTR
×
$10,000.00
2024-02-22
$19,081.54
2026-06-02
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
$10,000.00
2024-02-22
$15,732.43
2026-06-02
YieldMax MSTR Option Income Strategy ETF NYSE Exchange-Traded Fund

Annual Returns

Year IBIT MSTR MSTY
2026 (YTD) −23.36% −10.44% −8.54%
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%

Drawdowns

Thu 2024-02-22💬 to Tue 2026-06-02 Current
Drawdown
Worst
Drawdown
IBIT
×
−46.63%
from 2025-10-06 peak
−49.36%
2026-02-05
from 2025-10-06 peak
iShares Bitcoin Trust NASDAQ Exchange-Traded Fund
MSTR
×
−71.28%
from 2024-11-20 peak
−77.42%
2026-02-05
from 2024-11-20 peak
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
−64.04%
from 2025-07-16 peak
−71.79%
2026-02-05
from 2025-07-16 peak
YieldMax MSTR Option Income Strategy ETF NYSE Exchange-Traded Fund

Rolling Returns

Period ending Tue 2026-06-02 1
Year
2
Years
3
Years
5
Years
10
Years
IBIT
×
−35.90% −1.30%
−0.65%/yr
iShares Bitcoin Trust NASDAQ Exchange-Traded Fund
MSTR
×
−63.45% −10.74%
−5.51%/yr
+350.40%
+65.13%/yr
+172.98%
+22.25%/yr
+613.58%
+21.72%/yr
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
−57.30% −14.96%
−7.77%/yr
YieldMax MSTR Option Income Strategy ETF NYSE Exchange-Traded Fund