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 Thu 2026-07-02 YTD
Return
1 Year
Return
MSTR
×
−33.68%
2026-07-02
−74.95%
2026-07-02
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
−31.48%
2026-07-02
−70.48%
2026-07-02
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Returns

Thu 2024-02-22💬 to Thu 2026-07-02 Overall
Return
Exponential
Trendline
MSTR
×
+41.30%
+15.80%/yr
+2.75%/yr
(R2=0.002)
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
+17.87%
+7.22%/yr
−1.73%/yr
(R2=0.001)
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Growth of $10,000

Thu 2024-02-22💬 to Thu 2026-07-02 Start
Value
End
Value
MSTR
×
$10,000.00
2024-02-22
$14,130.27
2026-07-02
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
$10,000.00
2024-02-22
$11,786.56
2026-07-02
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Annual Returns

Year MSTR MSTY
2026 (YTD) −33.68% −31.48%
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%

Drawdowns

Thu 2024-02-22💬 to Thu 2026-07-02 Current
Drawdown
Worst
Drawdown
MSTR
×
−78.73%
from 2024-11-20 peak
−82.63%
2026-06-26
from 2024-11-20 peak
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
−73.06%
from 2025-07-16 peak
−77.40%
2026-06-26
from 2025-07-16 peak
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Rolling Returns

Period ending Thu 2026-07-02 1
Year
2
Years
3
Years
5
Years
10
Years
MSTR
×
−74.95% −23.67%
−12.63%/yr
+194.29%
+43.30%/yr
+58.54%
+9.65%/yr
+484.55%
+19.31%/yr
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
−70.48% −31.50%
−17.23%/yr
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund