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 Wed 2026-05-20 YTD
Return
1 Year
Return
IBIT
×
−11.40%
2026-05-20
−27.78%
2026-05-20
iShares Bitcoin Trust NASDAQ Exchange-Traded Fund
MSTR
×
+9.12%
2026-05-20
−60.23%
2026-05-20
MicroStrategy Incorporated NASDAQ Common Stock
SPY
×
+9.00%
2026-05-20
+26.47%
2026-05-20
SPDR S&P 500 ETF Trust Exchange-Traded Fund
QQQ
×
+16.24%
2026-05-20
+37.74%
2026-05-20
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
GLD
×
+5.32%
2026-05-20
+37.49%
2026-05-20
SPDR Gold Shares Exchange-Traded Fund

Returns

Thu 2024-01-11? to Wed 2026-05-20 Overall
Return
Exponential
Trendline
IBIT
×
+65.19%
+23.76%/yr
+23.84%/yr
(R2=0.318)
iShares Bitcoin Trust NASDAQ Exchange-Traded Fund
MSTR
×
+209.24%
+61.52%/yr
+29.53%/yr
(R2=0.114)
MicroStrategy Incorporated NASDAQ Common Stock
SPY
×
+59.90%
+22.06%/yr
+17.80%/yr
(R2=0.895)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
QQQ
×
+76.36%
+27.25%/yr
+20.79%/yr
(R2=0.870)
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
GLD
×
+122.17%
+40.36%/yr
+47.77%/yr
(R2=0.961)
SPDR Gold Shares Exchange-Traded Fund

Growth of $10,000

Thu 2024-01-11? to Wed 2026-05-20 Start
Value
End
Value
IBIT
×
$10,000.00
2024-01-11
$16,518.96
2026-05-20
iShares Bitcoin Trust NASDAQ Exchange-Traded Fund
MSTR
×
$10,000.00
2024-01-11
$30,924.32
2026-05-20
MicroStrategy Incorporated NASDAQ Common Stock
SPY
×
$10,000.00
2024-01-11
$15,989.51
2026-05-20
SPDR S&P 500 ETF Trust Exchange-Traded Fund
QQQ
×
$10,000.00
2024-01-11
$17,636.12
2026-05-20
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
GLD
×
$10,000.00
2024-01-11
$22,217.49
2026-05-20
SPDR Gold Shares Exchange-Traded Fund

Annual Returns

Year IBIT MSTR SPY QQQ GLD
2026 (YTD) −11.40% +9.12% +9.00% +16.24% +5.32%
2025 −6.41% −47.53% +17.72% +20.77% +63.68%
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% +1.89% +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 +22.56%
1995 +38.04%
1994 +0.40%
1993 +8.64%

Drawdowns

Thu 2024-01-11? to Wed 2026-05-20 Current
Drawdown
Worst
Drawdown
IBIT
×
−38.29%
from 2025-10-06 peak
−49.36%
2026-02-05
from 2025-10-06 peak
iShares Bitcoin Trust NASDAQ Exchange-Traded Fund
MSTR
×
−65.01%
from 2024-11-20 peak
−77.42%
2026-02-05
from 2024-11-20 peak
MicroStrategy Incorporated NASDAQ Common Stock
SPY
×
−0.92%
from 2026-05-14 peak
−18.76%
2025-04-08
from 2025-02-19 peak
SPDR S&P 500 ETF Trust Exchange-Traded Fund
QQQ
×
−0.92%
from 2026-05-14 peak
−22.77%
2025-04-08
from 2025-02-19 peak
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
GLD
×
−15.83%
from 2026-01-29 peak
−19.21%
2026-03-26
from 2026-01-29 peak
SPDR Gold Shares Exchange-Traded Fund

Rolling Returns

Period ending Wed 2026-05-20 1
Year
2
Years
3
Years
5
Years
10
Years
IBIT
×
−27.78% +10.06%
+4.91%/yr
iShares Bitcoin Trust NASDAQ Exchange-Traded Fund
MSTR
×
−60.23% −4.00%
−2.02%/yr
+475.17%
+79.05%/yr
+250.80%
+28.54%/yr
+824.87%
+24.92%/yr
MicroStrategy Incorporated NASDAQ Common Stock
SPY
×
+26.47% +43.25%
+19.70%/yr
+84.01%
+22.51%/yr
+91.12%
+13.83%/yr
+324.60%
+15.56%/yr
SPDR S&P 500 ETF Trust Exchange-Traded Fund
QQQ
×
+37.74% +58.49%
+25.91%/yr
+115.68%
+29.17%/yr
+123.47%
+17.45%/yr
+619.95%
+21.83%/yr
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
GLD
×
+37.49% +85.87%
+36.36%/yr
+127.29%
+31.44%/yr
+137.21%
+18.86%/yr
+248.68%
+13.31%/yr
SPDR Gold Shares Exchange-Traded Fund