All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Thu 2024-02-22💬 to Thu 2026-07-02 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| MSTR × |
−33.68%
2026-07-02 |
−74.95%
2026-07-02 |
||||
| MicroStrategy Incorporated NASDAQ Common Stock | ||||||
| MSTY × |
−31.48%
2026-07-02 |
−70.48%
2026-07-02 |
||||
| YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund | ||||||
| Thu 2024-02-22💬 to Thu 2026-07-02 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| MSTR × |
+41.30%
+15.80%/yr |
+2.75%/yr
(R2=0.002) |
||||
| MicroStrategy Incorporated NASDAQ Common Stock | ||||||
| MSTY × |
+17.87%
+7.22%/yr |
−1.73%/yr
(R2=0.001) |
||||
| YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund | ||||||
| Thu 2024-02-22💬 to Thu 2026-07-02 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| MSTR × |
$10,000.00
2024-02-22 |
$14,130.27
2026-07-02 |
||||
| MicroStrategy Incorporated NASDAQ Common Stock | ||||||
| MSTY × |
$10,000.00
2024-02-22 |
$11,786.56
2026-07-02 |
||||
| YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund | ||||||
| Year | MSTR | MSTY |
|---|---|---|
| 2026 (YTD) | −33.68% | −31.48% |
| 2025 | −47.53% | −42.70% |
| 2024 | +358.54% | +200.20% |
| 2023 | +346.15% | — |
| 2022 | −74.00% | — |
| 2021 | +40.13% | — |
| 2020 | +172.42% | — |
| 2019 | +11.65% | — |
| 2018 | −2.70% | — |
| 2017 | −33.49% | — |
| 2016 | +10.10% | — |
| 2015 | +10.40% | — |
| 2014 | +30.71% | — |
| 2013 | +33.05% | — |
| 2012 | −13.79% | — |
| 2011 | +26.73% | — |
| 2010 | −9.09% | — |
| 2009 | +153.22% | — |
| 2008 | −60.96% | — |
| 2007 | −16.59% | — |
| 2006 | +37.91% | — |
| 2005 | +37.21% | — |
| 2004 | +14.81% | — |
| 2003 | +247.55% | — |
| 2002 | −60.78% | — |
| 2001 | −59.47% | — |
| 2000 | −90.95% | — |
| 1999 | +566.67% | — |
| 1998 | +49.11% | — |
| Thu 2024-02-22💬 to Thu 2026-07-02 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| MSTR × |
−78.73%
from 2024-11-20 peak |
−82.63%
2026-06-26 from 2024-11-20 peak |
||||
| MicroStrategy Incorporated NASDAQ Common Stock | ||||||
| MSTY × |
−73.06%
from 2025-07-16 peak |
−77.40%
2026-06-26 from 2025-07-16 peak |
||||
| YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund | ||||||
| Period ending Thu 2026-07-02 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| MSTR × | −74.95% |
−23.67% −12.63%/yr |
+194.29% +43.30%/yr |
+58.54% +9.65%/yr |
+484.55% +19.31%/yr |
|
| MicroStrategy Incorporated NASDAQ Common Stock | ||||||
| MSTY × | −70.48% |
−31.50% −17.23%/yr |
— | — | — | |
| YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund | ||||||