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 Wed 2025-09-24 YTD
Return
TR
Price
MSTR
×
+11.63%
2025-09-24
30.61 TR
2025-09-24
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
+9.80%
2025-09-24
3.296 TR
2025-09-24
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Returns

Thu 2024-02-22? to Wed 2025-09-24 Overall
Return
Exponential
Trendline
MSTR
×
+353.35%
+159.05%/yr
+137.25%/yr
(R2=0.745)
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
+229.61%
+111.94%/yr
+94.21%/yr
(R2=0.772)
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Growth of $10,000

Thu 2024-02-22? to Wed 2025-09-24 Start
Value
End
Value
MSTR
×
$10,000.00
2024-02-22
$45,335.48
2025-09-24
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
$10,000.00
2024-02-22
$32,960.59
2025-09-24
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Annual Returns

Year MSTR MSTY
2025 (YTD) +11.63% +9.80%
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 Wed 2025-09-24 Current
Drawdown
Worst
Drawdown
MSTR
×
−31.77% −49.78%
2025-04-08
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
−24.66% −40.82%
2025-03-10
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund