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 2026-01-09 YTD
Return
TR
Price
MSTR
×
+3.54%
2026-01-09
14.9 TR
2026-01-09
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
+2.72%
2026-01-09
1.767 TR
2026-01-09
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Returns

Thu 2024-02-22? to Fri 2026-01-09 Overall
Return
Exponential
Trendline
MSTR
×
+120.61%
+52.30%/yr
+60.82%/yr
(R2=0.349)
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
+76.68%
+35.34%/yr
+40.61%/yr
(R2=0.306)
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Growth of $10,000

Thu 2024-02-22? to Fri 2026-01-09 Start
Value
End
Value
MSTR
×
$10,000.00
2024-02-22
$22,061.28
2026-01-09
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
$10,000.00
2024-02-22
$17,668.39
2026-01-09
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Annual Returns

Year MSTR MSTY
2026 (YTD) +3.54% +2.72%
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 2026-01-09 Current
Drawdown
Worst
Drawdown
MSTR
×
−66.80% −67.93%
2025-12-31
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
−59.62% −60.68%
2025-12-31
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund