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 2026-06-12 YTD
Return
1 Year
Return
IBIT
×
−27.41%
2026-06-12
−40.63%
2026-06-12
iShares Bitcoin Trust NASDAQ Exchange-Traded Fund
MSTR
×
−18.41%
2026-06-12
−67.36%
2026-06-12
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
−16.00%
2026-06-12
−61.92%
2026-06-12
YieldMax MSTR Option Income Strategy ETF NYSE Exchange-Traded Fund

Returns

Thu 2024-02-22💬 to Fri 2026-06-12 Overall
Return
Exponential
Trendline
IBIT
×
+21.27%
+8.73%/yr
+14.87%/yr
(R2=0.166)
iShares Bitcoin Trust NASDAQ Exchange-Traded Fund
MSTR
×
+73.83%
+27.14%/yr
+7.59%/yr
(R2=0.012)
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
+44.49%
+17.33%/yr
+2.10%/yr
(R2=0.002)
YieldMax MSTR Option Income Strategy ETF NYSE Exchange-Traded Fund

Growth of $10,000

Thu 2024-02-22💬 to Fri 2026-06-12 Start
Value
End
Value
IBIT
×
$10,000.00
2024-02-22
$12,126.51
2026-06-12
iShares Bitcoin Trust NASDAQ Exchange-Traded Fund
MSTR
×
$10,000.00
2024-02-22
$17,383.44
2026-06-12
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
$10,000.00
2024-02-22
$14,449.01
2026-06-12
YieldMax MSTR Option Income Strategy ETF NYSE Exchange-Traded Fund

Annual Returns

Year IBIT MSTR MSTY
2026 (YTD) −27.41% −18.41% −16.00%
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 2026-06-12 Current
Drawdown
Worst
Drawdown
IBIT
×
−49.45%
from 2025-10-06 peak
−52.11%
2026-06-05
from 2025-10-06 peak
iShares Bitcoin Trust NASDAQ Exchange-Traded Fund
MSTR
×
−73.84%
from 2024-11-20 peak
−77.42%
2026-02-05
from 2024-11-20 peak
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
−66.97%
from 2025-07-16 peak
−71.78%
2026-02-05
from 2025-07-16 peak
YieldMax MSTR Option Income Strategy ETF NYSE Exchange-Traded Fund

Rolling Returns

Period ending Fri 2026-06-12 1
Year
2
Years
3
Years
5
Years
10
Years
IBIT
×
−40.63% −6.27%
−3.18%/yr
iShares Bitcoin Trust NASDAQ Exchange-Traded Fund
MSTR
×
−67.36% −22.70%
−12.08%/yr
+346.42%
+64.66%/yr
+140.05%
+19.14%/yr
+560.26%
+20.77%/yr
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
−61.92% −26.08%
−14.02%/yr
YieldMax MSTR Option Income Strategy ETF NYSE Exchange-Traded Fund