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

Total Real Returns

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

Thu 2024-01-11? to Thu 2025-07-03 YTD
Return
TR
Price
IBIT
×
+17.23%
2025-07-03
2.335 TR
2025-07-03
iShares Bitcoin Trust NASDAQ Exchange-Traded Fund
MSTR
×
+39.49%
2025-07-03
38.25 TR
2025-07-03
MicroStrategy Incorporated NASDAQ Common Stock
SPY
×
+7.34%
2025-07-03
25.65 TR
2025-07-03
SPDR S&P 500 ETF Trust Exchange-Traded Fund
QQQ
×
+9.08%
2025-07-03
12.85 TR
2025-07-03
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
GLD
×
+26.85%
2025-07-03
6.921 TR
2025-07-03
SPDR Gold Shares Exchange-Traded Fund

Returns

Thu 2024-01-11? to Thu 2025-07-03 Overall
Return
Exponential
Trendline
IBIT
×
+133.53%
+77.67%/yr
+66.20%/yr
(R2=0.724)
iShares Bitcoin Trust NASDAQ Exchange-Traded Fund
MSTR
×
+653.46%
+292.95%/yr
+229.16%/yr
(R2=0.778)
MicroStrategy Incorporated NASDAQ Common Stock
SPY
×
+33.76%
+21.79%/yr
+14.69%/yr
(R2=0.663)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
QQQ
×
+37.04%
+23.81%/yr
+14.94%/yr
(R2=0.596)
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
GLD
×
+63.49%
+39.53%/yr
+39.76%/yr
(R2=0.949)
SPDR Gold Shares Exchange-Traded Fund

Growth of $10,000

Thu 2024-01-11? to Thu 2025-07-03 Start
Value
End
Value
IBIT
×
$10,000.00
2024-01-11
$23,353.36
2025-07-03
iShares Bitcoin Trust NASDAQ Exchange-Traded Fund
MSTR
×
$10,000.00
2024-01-11
$75,345.97
2025-07-03
MicroStrategy Incorporated NASDAQ Common Stock
SPY
×
$10,000.00
2024-01-11
$13,375.77
2025-07-03
SPDR S&P 500 ETF Trust Exchange-Traded Fund
QQQ
×
$10,000.00
2024-01-11
$13,704.37
2025-07-03
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
GLD
×
$10,000.00
2024-01-11
$16,348.54
2025-07-03
SPDR Gold Shares Exchange-Traded Fund

Annual Returns

Year IBIT MSTR SPY QQQ GLD
2025 (YTD) +17.23% +39.49% +7.34% +9.08% +26.85%
2024 +99.21% +358.54% +24.89% +25.58% +26.66%
2023 +346.15% +26.18% +54.86% +12.69%
2022 −74.00% −18.18% −32.58% −0.77%
2021 +40.13% +28.73% +27.42% −4.15%
2020 +172.42% +18.33% +48.62% +24.81%
2019 +11.65% +31.22% +38.96% +17.86%
2018 −2.70% −4.57% −0.13% −1.94%
2017 −33.49% +21.71% +32.66% +12.81%
2016 +10.10% +12.00% +7.10% +8.03%
2015 +10.40% +1.23% +9.44% −10.67%
2014 +30.71% +13.46% +19.18% −2.19%
2013 +33.05% +32.31% +36.63% −28.33%
2012 −13.79% +15.99% +18.11% +6.60%
2011 +26.73% +1.90% +3.38% +9.57%
2010 −9.09% +15.06% +19.91% +29.27%
2009 +153.22% +26.35% +54.70% +24.03%
2008 −60.96% −36.79% −41.73% +4.92%
2007 −16.59% +5.15% +19.03% +30.45%
2006 +37.91% +15.85% +7.14% +22.55%
2005 +37.21% +4.83% +1.58% +17.76%
2004 +14.81% +10.70% +10.52% −1.31%
2003 +247.55% +28.18% +49.67%
2002 −60.78% −21.58% −37.37%
2001 −59.47% −11.76% −33.34%
2000 −90.95% −9.74% −36.11%
1999 +566.67% +20.39% +78.95%
1998 +49.11% +28.69%
1997 +33.48%
1996 +22.50%
1995 +38.06%
1994 +0.40%
1993 +8.71%

Drawdowns

Thu 2024-01-11? to Thu 2025-07-03 Current
Drawdown
Worst
Drawdown
IBIT
×
−1.65% −28.22%
2025-04-08
iShares Bitcoin Trust NASDAQ Exchange-Traded Fund
MSTR
×
−14.74% −49.78%
2025-04-08
MicroStrategy Incorporated NASDAQ Common Stock
SPY
×
0.00% −18.76%
2025-04-08
SPDR S&P 500 ETF Trust Exchange-Traded Fund
QQQ
×
0.00% −22.77%
2025-04-08
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
GLD
×
−2.89% −8.12%
2024-11-15
SPDR Gold Shares Exchange-Traded Fund