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 Fri 2026-07-10 YTD
Return
1 Year
Return
IBIT
×
−27.03%
2026-07-10
−43.83%
2026-07-10
iShares Bitcoin Trust NASDAQ Exchange-Traded Fund
MSTR
×
−37.72%
2026-07-10
−77.56%
2026-07-10
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
−34.21%
2026-07-10
−72.69%
2026-07-10
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Returns

Thu 2024-02-22💬 to Fri 2026-07-10 Overall
Return
Exponential
Trendline
IBIT
×
+21.90%
+8.68%/yr
+11.15%/yr
(R2=0.101)
iShares Bitcoin Trust NASDAQ Exchange-Traded Fund
MSTR
×
+32.71%
+12.63%/yr
+0.99%/yr
(R2=0.000)
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
+13.17%
+5.34%/yr
−3.15%/yr
(R2=0.004)
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Growth of $10,000

Thu 2024-02-22💬 to Fri 2026-07-10 Start
Value
End
Value
IBIT
×
$10,000.00
2024-02-22
$12,190.44
2026-07-10
iShares Bitcoin Trust NASDAQ Exchange-Traded Fund
MSTR
×
$10,000.00
2024-02-22
$13,270.70
2026-07-10
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
$10,000.00
2024-02-22
$11,316.63
2026-07-10
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Annual Returns

Year IBIT MSTR MSTY
2026 (YTD) −27.03% −37.72% −34.21%
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 Fri 2026-07-10 Current
Drawdown
Worst
Drawdown
IBIT
×
−49.18%
from 2025-10-06 peak
−53.30%
2026-06-30
from 2025-10-06 peak
iShares Bitcoin Trust NASDAQ Exchange-Traded Fund
MSTR
×
−80.03%
from 2024-11-20 peak
−82.63%
2026-06-26
from 2024-11-20 peak
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
−74.13%
from 2025-07-16 peak
−77.40%
2026-06-26
from 2025-07-16 peak
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Rolling Returns

Period ending Fri 2026-07-10 1
Year
2
Years
3
Years
5
Years
10
Years
IBIT
×
−43.83% +10.90%
+5.31%/yr
iShares Bitcoin Trust NASDAQ Exchange-Traded Fund
MSTR
×
−77.56% −27.52%
−14.86%/yr
+132.13%
+32.41%/yr
+50.54%
+8.53%/yr
+430.82%
+18.17%/yr
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
−72.69% −34.18%
−18.87%/yr
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund