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

Total Real Returns

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

Thu 2024-02-22? to Fri 2026-03-20 YTD
Return
TR
Price
MSTR
×
−10.72%
2026-03-20
12.84 TR
2026-03-20
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
−7.83%
2026-03-20
1.585 TR
2026-03-20
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Returns

Thu 2024-02-22? to Fri 2026-03-20 Overall
Return
Exponential
Trendline
MSTR
×
+90.23%
+36.38%/yr
+25.99%/yr
(R2=0.098)
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
+58.54%
+24.90%/yr
+15.36%/yr
(R2=0.061)
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Growth of $10,000

Thu 2024-02-22? to Fri 2026-03-20 Start
Value
End
Value
MSTR
×
$10,000.00
2024-02-22
$19,022.65
2026-03-20
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
$10,000.00
2024-02-22
$15,853.57
2026-03-20
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Annual Returns

Year MSTR MSTY
2026 (YTD) −10.72% −7.83%
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%

Drawdowns

Thu 2024-02-22? to Fri 2026-03-20 Current
Drawdown
Worst
Drawdown
MSTR
×
−71.37% −77.42%
2026-02-05
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
−63.76% −71.79%
2026-02-05
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund