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 2026-05-28 YTD
Return
1 Year
Return
MSTR
×
−0.20%
2026-05-28
−58.37%
2026-05-28
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
+0.71%
2026-05-28
−51.74%
2026-05-28
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Returns

Thu 2024-02-22💬 to Thu 2026-05-28 Overall
Return
Exponential
Trendline
MSTR
×
+112.63%
+39.60%/yr
+11.01%/yr
(R2=0.024)
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
+73.24%
+27.50%/yr
+4.71%/yr
(R2=0.008)
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Growth of $10,000

Thu 2024-02-22💬 to Thu 2026-05-28 Start
Value
End
Value
MSTR
×
$10,000.00
2024-02-22
$21,263.41
2026-05-28
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
$10,000.00
2024-02-22
$17,323.54
2026-05-28
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Annual Returns

Year MSTR MSTY
2026 (YTD) −0.20% +0.71%
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 2026-05-28 Current
Drawdown
Worst
Drawdown
MSTR
×
−68.00%
from 2024-11-20 peak
−77.42%
2026-02-05
from 2024-11-20 peak
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
−60.40%
from 2025-07-16 peak
−71.79%
2026-02-05
from 2025-07-16 peak
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Rolling Returns

Period ending Thu 2026-05-28 1
Year
2
Years
3
Years
5
Years
10
Years
MSTR
×
−58.37% −9.49%
−4.87%/yr
+431.88%
+74.36%/yr
+222.64%
+26.40%/yr
+694.22%
+23.02%/yr
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
−51.74% −13.12%
−6.79%/yr
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund