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 Wed 2026-07-29 Overall
Return
Exponential
Trendline
MSTR
×
+30.87%
+11.70%/yr
−3.08%/yr
R2=0.002
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
+13.92%
+5.51%/yr
−6.37%/yr
R2=0.015
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2024-02-22💬 to Wed 2026-07-29 Start
Value
End
Value
MSTR
×
$10,000.00
2024-02-22
$13,087.01
2026-07-29
MSTY
×
$10,000.00
2024-02-22
$11,391.60
2026-07-29

This Year’s Performance

through 2026-07-29

  YTD YoY
MSTR
×
−38.58% −76.35%
MSTY
×
−33.78% −70.79%

Drawdowns

  Current
Drawdown
Worst
Drawdown
MSTR
×
−80.30%
on 2026-07-29
from 2024-11-20 peak
−82.63%
on 2026-06-26
from 2024-11-20 peak
MSTY
×
−73.96%
on 2026-07-29
from 2025-07-16 peak
−77.40%
on 2026-06-26
from 2025-07-16 peak

Rolling Returns

Period ending Wed 2026-07-29 1 yr 2 yr 3 yr 5 yr 10 yr
MSTR
×
−76.35% −44.61%
−25.57%/yr
+114.74%
+29.02%/yr
+49.33%
+8.35%/yr
+433.65%
+18.23%/yr
MSTY
×
−70.79% −44.67%
−25.62%/yr

Annual Returns

Year MSTR MSTY
2026 (YTD) −38.58% −33.78%
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%