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

Total Real Returns

MSTR vs. MSTY: Total Return Chart (with Dividends Reinvested)

Growth of $10,000

Thu 2024-02-22💬 to Tue 2026-08-18 Overall
Return
Exponential
Trendline
MSTR
×
+29.73%
+11.04%/yr
−6.74%/yr
R2=0.011
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
+14.09%
+5.45%/yr
−9.21%/yr
R2=0.033
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2024-02-22💬 to Tue 2026-08-18 Start
Value
End
Value
MSTR
×
$10,000.00
2024-02-22
$12,973.43
2026-08-18
MSTY
×
$10,000.00
2024-02-22
$11,409.32
2026-08-18

This Year’s Performance

through 2026-08-18

  YTD YoY
MSTR
×
−39.11% −74.55%
MSTY
×
−33.67% −68.54%

Drawdowns

  Current
Drawdown
Worst
Drawdown
MSTR
×
−80.47%
on 2026-08-18
from 2024-11-20 peak
−82.63%
on 2026-06-26
from 2024-11-20 peak
MSTY
×
−73.92%
on 2026-08-18
from 2025-07-16 peak
−77.40%
on 2026-06-26
from 2025-07-16 peak

Rolling Returns

Period ending Tue 2026-08-18 1 yr 2 yr 3 yr 5 yr 10 yr
MSTR
×
−74.55% −30.46%
−16.61%/yr
+181.54%
+41.20%/yr
+41.24%
+7.15%/yr
+458.76%
+18.77%/yr
MSTY
×
−68.54% −34.00%
−18.76%/yr

Annual Returns

Year MSTR MSTY
2026 (YTD) −39.11% −33.67%
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%