All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Thu 2024-02-22💬 to Fri 2026-08-21 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| IBIT × |
+46.97%
+16.69%/yr |
+6.84%/yr
R2=0.044 |
||||
| iShares Bitcoin Trust NASDAQ Exchange-Traded Fund | ||||||
| MSTR × |
+67.22%
+22.89%/yr |
−7.29%/yr
R2=0.013 |
||||
| MicroStrategy Incorporated NASDAQ Common Stock | ||||||
| MSTY × |
+39.57%
+14.30%/yr |
−9.64%/yr
R2=0.036 |
||||
| YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund | ||||||
| Thu 2024-02-22💬 to Fri 2026-08-21 |
Start
Value |
End
Value |
|---|---|---|
| IBIT × |
$10,000.00
2024-02-22 |
$14,697.17
2026-08-21 |
| MSTR × |
$10,000.00
2024-02-22 |
$16,721.59
2026-08-21 |
| MSTY × |
$10,000.00
2024-02-22 |
$13,957.14
2026-08-21 |
| YTD | YoY | |
|---|---|---|
| IBIT × | −12.02% | −31.42% |
| MSTR × | −21.52% | −64.68% |
| MSTY × | −18.86% | −58.84% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| IBIT × |
−38.73%
on 2026-08-21 from 2025-10-06 peak |
−53.30%
on 2026-06-30 from 2025-10-06 peak |
| MSTR × |
−74.83%
on 2026-08-21 from 2024-11-20 peak |
−82.63%
on 2026-06-26 from 2024-11-20 peak |
| MSTY × |
−68.10%
on 2026-08-21 from 2025-07-16 peak |
−77.40%
on 2026-06-26 from 2025-07-16 peak |
| Period ending Fri 2026-08-21 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| IBIT × | −31.42% |
+24.34% +11.51%/yr |
— | — | — |
| MSTR × | −64.68% |
−15.68% −8.17%/yr |
+255.70% +52.65%/yr |
+66.42% +10.72%/yr |
+615.61% +21.75%/yr |
| MSTY × | −58.84% |
−22.63% −12.04%/yr |
— | — | — |
| Year | IBIT | MSTR | MSTY |
|---|---|---|---|
| 2026 (YTD) | −12.02% | −21.52% | −18.86% |
| 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% | — |
