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 Thu 2026-04-02 YTD
Return
TR
Price
IBIT
×
−23.52%
2026-04-02
1.426 TR
2026-04-02
iShares Bitcoin Trust NASDAQ Exchange-Traded Fund
MSTR
×
−21.14%
2026-04-02
11.34 TR
2026-04-02
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
−17.55%
2026-04-02
1.418 TR
2026-04-02
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Returns

Thu 2024-02-22? to Thu 2026-04-02 Overall
Return
Exponential
Trendline
IBIT
×
+27.76%
+12.32%/yr
+23.74%/yr
(R2=0.311)
iShares Bitcoin Trust NASDAQ Exchange-Traded Fund
MSTR
×
+68.03%
+27.91%/yr
+21.30%/yr
(R2=0.070)
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
+41.82%
+18.03%/yr
+11.97%/yr
(R2=0.039)
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Growth of $10,000

Thu 2024-02-22? to Thu 2026-04-02 Start
Value
End
Value
IBIT
×
$10,000.00
2024-02-22
$12,775.91
2026-04-02
iShares Bitcoin Trust NASDAQ Exchange-Traded Fund
MSTR
×
$10,000.00
2024-02-22
$16,802.92
2026-04-02
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
$10,000.00
2024-02-22
$14,181.87
2026-04-02
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Annual Returns

Year IBIT MSTR MSTY
2026 (YTD) −23.52% −21.14% −17.55%
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 Thu 2026-04-02 Current
Drawdown
Worst
Drawdown
IBIT
×
−46.74% −49.36%
2026-02-05
iShares Bitcoin Trust NASDAQ Exchange-Traded Fund
MSTR
×
−74.71% −77.42%
2026-02-05
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
−67.58% −71.79%
2026-02-05
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund