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 Tue 2025-06-03 YTD
Return
TR
Price
MSTR
×
+33.77%
2025-06-03
36.68 TR
2025-06-03
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
+26.09%
2025-06-03
3.785 TR
2025-06-03
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Returns

Thu 2024-02-22? to Tue 2025-06-03 Overall
Return
Exponential
Trendline
MSTR
×
+443.27%
+275.72%/yr
+181.60%/yr
(R2=0.730)
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
+278.51%
+183.22%/yr
+117.67%/yr
(R2=0.751)
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Growth of $10,000

Thu 2024-02-22? to Tue 2025-06-03 Start
Value
End
Value
MSTR
×
$10,000.00
2024-02-22
$54,326.58
2025-06-03
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
$10,000.00
2024-02-22
$37,851.06
2025-06-03
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Annual Returns

Year MSTR MSTY
2025 (YTD) +33.77% +26.09%
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 Tue 2025-06-03 Current
Drawdown
Worst
Drawdown
MSTR
×
−18.23% −49.78%
2025-04-08
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
−8.62% −40.83%
2025-03-10
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund