IBIT,MSTR,MSTY,SGOV,GLD: Total Return Chart (with Dividends Reinvested)

Thu 2024-02-22? to Fri 2025-06-27	YTD Return	TR Price
IBIT ×	+14.46% 2025-06-27	2.28 TR 2025-06-27
iShares Bitcoin Trust NASDAQ Exchange-Traded Fund
MSTR ×	+32.55% 2025-06-27	36.34 TR 2025-06-27
MicroStrategy Incorporated NASDAQ Common Stock
MSTY ×	+28.84% 2025-06-27	3.868 TR 2025-06-27
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
SGOV ×	+2.10% 2025-06-27	1.149 TR 2025-06-27
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund
GLD ×	+24.40% 2025-06-27	6.787 TR 2025-06-27
SPDR Gold Shares Exchange-Traded Fund

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Returns

Thu 2024-02-22? to Fri 2025-06-27	Overall Return	Exponential Trendline
IBIT ×	+104.31% +70.14%/yr	+55.96%/yr (R2=0.649)
iShares Bitcoin Trust NASDAQ Exchange-Traded Fund
MSTR ×	+438.29% +249.78%/yr	+173.99%/yr (R2=0.747)
MicroStrategy Incorporated NASDAQ Common Stock
MSTY ×	+286.77% +173.53%/yr	+114.64%/yr (R2=0.772)
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
SGOV ×	+6.65% +4.90%/yr	+4.90%/yr (R2=0.997)
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund
GLD ×	+60.60% +42.25%/yr	+38.64%/yr (R2=0.935)
SPDR Gold Shares Exchange-Traded Fund

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Growth of $10,000

Thu 2024-02-22? to Fri 2025-06-27	Start Value	End Value
IBIT ×	$10,000.00 2024-02-22	$20,430.69 2025-06-27
iShares Bitcoin Trust NASDAQ Exchange-Traded Fund
MSTR ×	$10,000.00 2024-02-22	$53,828.79 2025-06-27
MicroStrategy Incorporated NASDAQ Common Stock
MSTY ×	$10,000.00 2024-02-22	$38,676.93 2025-06-27
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
SGOV ×	$10,000.00 2024-02-22	$10,664.61 2025-06-27
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund
GLD ×	$10,000.00 2024-02-22	$16,059.93 2025-06-27
SPDR Gold Shares Exchange-Traded Fund

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Annual Returns

Year	IBIT	MSTR	MSTY	SGOV	GLD
2025 (YTD)	+14.46%	+32.55%	+28.84%	+2.10%	+24.40%
2024	+99.21%	+358.54%	+200.20%	+5.28%	+26.66%
2023	—	+346.15%	—	+5.12%	+12.69%
2022	—	−74.00%	—	+1.58%	−0.77%
2021	—	+40.13%	—	+0.04%	−4.15%
2020	—	+172.42%	—	+0.05%	+24.81%
2019	—	+11.65%	—	—	+17.86%
2018	—	−2.70%	—	—	−1.94%
2017	—	−33.49%	—	—	+12.81%
2016	—	+10.10%	—	—	+8.03%
2015	—	+10.40%	—	—	−10.67%
2014	—	+30.71%	—	—	−2.19%
2013	—	+33.05%	—	—	−28.33%
2012	—	−13.79%	—	—	+6.60%
2011	—	+26.73%	—	—	+9.57%
2010	—	−9.09%	—	—	+29.27%
2009	—	+153.22%	—	—	+24.03%
2008	—	−60.96%	—	—	+4.92%
2007	—	−16.59%	—	—	+30.45%
2006	—	+37.91%	—	—	+22.55%
2005	—	+37.21%	—	—	+17.76%
2004	—	+14.81%	—	—	−1.31%
2003	—	+247.55%	—	—	—
2002	—	−60.78%	—	—	—
2001	—	−59.47%	—	—	—
2000	—	−90.95%	—	—	—
1999	—	+566.67%	—	—	—
1998	—	+49.11%	—	—	—

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Drawdowns

Thu 2024-02-22? to Fri 2025-06-27	Current Drawdown	Worst Drawdown
IBIT ×	−3.97%	−28.22% 2025-04-08
iShares Bitcoin Trust NASDAQ Exchange-Traded Fund
MSTR ×	−18.98%	−49.78% 2025-04-08
MicroStrategy Incorporated NASDAQ Common Stock
MSTY ×	−6.63%	−40.83% 2025-03-10
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
SGOV ×	0.00%	−0.01% 2024-11-11
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund
GLD ×	−4.76%	−8.12% 2024-11-15
SPDR Gold Shares Exchange-Traded Fund