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

Total Real Returns

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

Growth of $10,000

Thu 2024-02-22💬 to Fri 2026-07-31 Overall
Return 		Exponential
Trendline
IBIT × 		+19.92%
+7.74%/yr 		+8.76%/yr
R2=0.067
iShares Bitcoin Trust NASDAQ Exchange-Traded Fund
MSTR × 		+30.80%
+11.65%/yr 		−3.65%/yr
R2=0.003
MicroStrategy Incorporated NASDAQ Common Stock
MSTY × 		+14.77%
+5.82%/yr 		−6.81%/yr
R2=0.018
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2024-02-22💬 to Fri 2026-07-31 Start
Value 		End
Value
IBIT × 		$10,000.00
2024-02-22 		$11,991.92
2026-07-31
MSTR × 		$10,000.00
2024-02-22 		$13,080.00
2026-07-31
MSTY × 		$10,000.00
2024-02-22 		$11,476.98
2026-07-31

This Year’s Performance

through 2026-07-31

  YTD YoY
IBIT × 		−28.22% −46.26%
MSTR × 		−38.61% −76.79%
MSTY × 		−33.28% −71.03%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
IBIT × 		−50.01%
on 2026-07-31
from 2025-10-06 peak 		−53.30%
on 2026-06-30
from 2025-10-06 peak
MSTR × 		−80.31%
on 2026-07-31
from 2024-11-20 peak 		−82.63%
on 2026-06-26
from 2024-11-20 peak
MSTY × 		−73.77%
on 2026-07-31
from 2025-07-16 peak 		−77.40%
on 2026-06-26
from 2025-07-16 peak

Rolling Returns

Period ending Fri 2026-07-31 1 yr 2 yr 3 yr 5 yr 10 yr
IBIT × 		−46.26% −4.14%
−2.09%/yr 		— — —
MSTR × 		−76.79% −42.22%
−23.99%/yr 		+113.03%
+28.67%/yr 		+49.01%
+8.30%/yr 		+433.36%
+18.22%/yr
MSTY × 		−71.03% −42.80%
−24.37%/yr 		— — —

Annual Returns

Year IBIT MSTR MSTY
2026 (YTD) −28.22% −38.61% −33.28%
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% —