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 Tue 2025-07-15 YTD
Return
TR
Price
IBIT
×
+24.71%
2025-07-15
2.484 TR
2025-07-15
iShares Bitcoin Trust NASDAQ Exchange-Traded Fund
MSTR
×
+52.72%
2025-07-15
41.88 TR
2025-07-15
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
+42.80%
2025-07-15
4.287 TR
2025-07-15
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
SPY
×
+6.79%
2025-07-15
25.52 TR
2025-07-15
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Returns

Thu 2024-02-22? to Tue 2025-07-15 Overall
Return
Exponential
Trendline
IBIT
×
+122.61%
+77.58%/yr
+57.18%/yr
(R2=0.677)
iShares Bitcoin Trust NASDAQ Exchange-Traded Fund
MSTR
×
+520.22%
+270.44%/yr
+171.09%/yr
(R2=0.760)
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
+328.68%
+184.19%/yr
+113.85%/yr
(R2=0.786)
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
SPY
×
+24.91%
+17.30%/yr
+13.19%/yr
(R2=0.600)
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Growth of $10,000

Thu 2024-02-22? to Tue 2025-07-15 Start
Value
End
Value
IBIT
×
$10,000.00
2024-02-22
$22,261.10
2025-07-15
iShares Bitcoin Trust NASDAQ Exchange-Traded Fund
MSTR
×
$10,000.00
2024-02-22
$62,022.02
2025-07-15
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
$10,000.00
2024-02-22
$42,867.53
2025-07-15
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
SPY
×
$10,000.00
2024-02-22
$12,490.53
2025-07-15
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Annual Returns

Year IBIT MSTR MSTY SPY
2025 (YTD) +24.71% +52.72% +42.80% +6.79%
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% +1.90%
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 +22.50%
1995 +38.06%
1994 +0.40%
1993 +8.71%

Drawdowns

Thu 2024-02-22? to Tue 2025-07-15 Current
Drawdown
Worst
Drawdown
IBIT
×
−2.96% −28.22%
2025-04-08
iShares Bitcoin Trust NASDAQ Exchange-Traded Fund
MSTR
×
−6.65% −49.78%
2025-04-08
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
−0.84% −40.82%
2025-03-10
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
SPY
×
−0.59% −18.76%
2025-04-08
SPDR S&P 500 ETF Trust Exchange-Traded Fund