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

Total Real Returns

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

Thu 2024-02-22? to Fri 2026-05-01? YTD
Return
TR
Price
IBIT
×
−10.43%
2026-05-01
1.67 TR
2026-05-01
iShares Bitcoin Trust NASDAQ Exchange-Traded Fund
MSTR
×
+16.60%
2026-05-01
16.77 TR
2026-05-01
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
+15.51%
2026-05-01
1.987 TR
2026-05-01
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
SPY
×
+8.46%
2026-05-01
29.8 TR
2026-05-01
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Returns

Thu 2024-02-22? to Fri 2026-05-01? Overall
Return
Exponential
Trendline
IBIT
×
+49.63%
+20.23%/yr
+19.78%/yr
(R2=0.247)
iShares Bitcoin Trust NASDAQ Exchange-Traded Fund
MSTR
×
+148.43%
+51.59%/yr
+14.58%/yr
(R2=0.038)
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
+98.69%
+36.87%/yr
+7.21%/yr
(R2=0.016)
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
SPY
×
+45.91%
+18.85%/yr
+17.06%/yr
(R2=0.871)
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Growth of $10,000

Thu 2024-02-22? to Fri 2026-05-01? Start
Value
End
Value
IBIT
×
$10,000.00
2024-02-22
$14,962.99
2026-05-01
iShares Bitcoin Trust NASDAQ Exchange-Traded Fund
MSTR
×
$10,000.00
2024-02-22
$24,843.30
2026-05-01
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
$10,000.00
2024-02-22
$19,869.16
2026-05-01
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
SPY
×
$10,000.00
2024-02-22
$14,591.00
2026-05-01
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Annual Returns

Year IBIT MSTR MSTY SPY
2026 (YTD) −10.43% +16.60% +15.51% +8.46%
2025 −6.41% −47.53% −42.70% +17.72%
2024 +99.21% +358.54% +200.20% +24.89%
2023 +346.15% +26.18%
2022 −74.00% −18.18%
2021 +40.13% +28.73%
2020 +172.42% +18.33%
2019 +11.65% +31.22%
2018 −2.70% −4.57%
2017 −33.49% +21.71%
2016 +10.10% +12.00%
2015 +10.40% +1.23%
2014 +30.71% +13.46%
2013 +33.05% +32.31%
2012 −13.79% +15.99%
2011 +26.73% +1.89%
2010 −9.09% +15.06%
2009 +153.22% +26.35%
2008 −60.96% −36.79%
2007 −16.59% +5.15%
2006 +37.91% +15.85%
2005 +37.21% +4.83%
2004 +14.81% +10.70%
2003 +247.55% +28.18%
2002 −60.78% −21.58%
2001 −59.47% −11.76%
2000 −90.95% −9.74%
1999 +566.67% +20.39%
1998 +49.11% +28.69%
1997 +33.48%
1996 +22.56%
1995 +38.04%
1994 +0.40%
1993 +8.64%

Drawdowns

Thu 2024-02-22? to Fri 2026-05-01? Current
Drawdown
Worst
Drawdown
IBIT
×
−37.62% −49.36%
2026-02-05
iShares Bitcoin Trust NASDAQ Exchange-Traded Fund
MSTR
×
−62.61% −77.42%
2026-02-05
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
−54.58% −71.79%
2026-02-05
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
SPY
×
0.00% −18.76%
2025-04-08
SPDR S&P 500 ETF Trust Exchange-Traded Fund