All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

MSTR,MSTY,MSTX: Total Return Chart (with Dividends Reinvested)

Thu 2024-08-15? to Tue 2025-07-15 YTD
Return
TR
Price
MSTR
×
+52.72%
2025-07-15
41.88 TR
2025-07-15
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
+42.80%
2025-07-15
4.287 TR
2025-07-15
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTX
×
+32.46%
2025-07-15
3.144 TR
2025-07-15
Defiance Daily Target 1.75x Long MSTR ETF NASDAQ Exchange-Traded Fund

Returns

Thu 2024-08-15? to Tue 2025-07-15 Overall
Return
Exponential
Trendline
MSTR
×
+235.26%
+275.44%/yr
+180.87%/yr
(R2=0.563)
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
+150.31%
+172.75%/yr
+118.25%/yr
(R2=0.596)
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTX
×
+214.43%
+250.00%/yr
+68.55%/yr
(R2=0.088)
Defiance Daily Target 1.75x Long MSTR ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Thu 2024-08-15? to Tue 2025-07-15 Start
Value
End
Value
MSTR
×
$10,000.00
2024-08-15
$33,526.11
2025-07-15
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
$10,000.00
2024-08-15
$25,031.29
2025-07-15
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTX
×
$10,000.00
2024-08-15
$31,442.93
2025-07-15
Defiance Daily Target 1.75x Long MSTR ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year MSTR MSTY MSTX
2025 (YTD) +52.72% +42.80% +32.46%
2024 +358.54% +200.20% +137.37%
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 2024-08-15? to Tue 2025-07-15 Current
Drawdown
Worst
Drawdown
MSTR
×
−6.65% −49.78%
2025-04-08
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
−0.84% −40.82%
2025-03-10
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTX
×
−62.73% −86.61%
2025-04-08
Defiance Daily Target 1.75x Long MSTR ETF NASDAQ Exchange-Traded Fund