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

Total Real Returns

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

Thu 2024-03-07? to Thu 2025-05-01 YTD
Return
TR
Price
MSTR
×
+31.76%
2025-05-01
36.13 TR
2025-05-01
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
+24.60%
2025-05-01
3.741 TR
2025-05-01
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
QDTE
×
−10.77%
2025-05-01
1.036 TR
2025-05-01
Roundhill ETF Trust - Roundhill NDX 0DTE Covered Call Strategy ETF Exchange-Traded Fund

Returns

Thu 2024-03-07? to Thu 2025-05-01 Overall
Return
Exponential
Trendline
MSTR
×
+193.53%
+155.09%/yr
+174.31%/yr
(R2=0.663)
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
+150.38%
+122.15%/yr
+108.34%/yr
(R2=0.683)
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
QDTE
×
+3.58%
+3.11%/yr
+14.34%/yr
(R2=0.369)
Roundhill ETF Trust - Roundhill NDX 0DTE Covered Call Strategy ETF Exchange-Traded Fund

Growth of $10,000

Thu 2024-03-07? to Thu 2025-05-01 Start
Value
End
Value
MSTR
×
$10,000.00
2024-03-07
$29,353.39
2025-05-01
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
$10,000.00
2024-03-07
$25,038.08
2025-05-01
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
QDTE
×
$10,000.00
2024-03-07
$10,357.96
2025-05-01
Roundhill ETF Trust - Roundhill NDX 0DTE Covered Call Strategy ETF Exchange-Traded Fund

Annual Returns

Year MSTR MSTY QDTE
2025 (YTD) +31.76% +24.60% −10.77%
2024 +358.54% +200.20% +16.08%
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 2024-03-07? to Thu 2025-05-01 Current
Drawdown
Worst
Drawdown
MSTR
×
−19.46% −49.78%
2025-04-08
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
−9.70% −40.82%
2025-03-10
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
QDTE
×
−15.81% −22.86%
2025-04-21
Roundhill ETF Trust - Roundhill NDX 0DTE Covered Call Strategy ETF Exchange-Traded Fund