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 Thu 2026-09-17 Overall
Return
Exponential
Trendline
MSTR
×
+85.44%
+27.19%/yr
−9.27%/yr
R2=0.023
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
+52.48%
+17.85%/yr
−11.17%/yr
R2=0.053
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2024-02-22💬 to Thu 2026-09-17 Start
Value
End
Value
MSTR
×
$10,000.00
2024-02-22
$18,544.49
2026-09-17
MSTY
×
$10,000.00
2024-02-22
$15,248.25
2026-09-17

This Year’s Performance

through 2026-09-17

  YTD YoY
MSTR
×
−12.96% −59.89%
MSTY
×
−11.36% −55.07%

Drawdowns

  Current
Drawdown
Worst
Drawdown
MSTR
×
−72.09%
on 2026-09-17
from 2024-11-20 peak
−82.63%
on 2026-06-26
from 2024-11-20 peak
MSTY
×
−65.15%
on 2026-09-17
from 2025-07-16 peak
−77.40%
on 2026-06-26
from 2025-07-16 peak

Rolling Returns

Period ending Thu 2026-09-17 1 yr 2 yr 3 yr 5 yr 10 yr
MSTR
×
−59.89% +0.75%
+0.37%/yr
+288.08%
+57.15%/yr
+115.29%
+16.57%/yr
+702.29%
+23.15%/yr
MSTY
×
−55.07% −8.26%
−4.22%/yr

Annual Returns

Year MSTR MSTY
2026 (YTD) −12.96% −11.36%
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%