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 Mon 2026-05-18 YTD
Return
1 Year
Return
MSTR
×
+9.66%
2026-05-18
−58.32%
2026-05-18
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
+9.38%
2026-05-18
−51.27%
2026-05-18
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Returns

Thu 2024-02-22? to Mon 2026-05-18 Overall
Return
Exponential
Trendline
MSTR
×
+133.65%
+46.21%/yr
+12.62%/yr
(R2=0.030)
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
+88.15%
+32.70%/yr
+5.86%/yr
(R2=0.011)
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Growth of $10,000

Thu 2024-02-22? to Mon 2026-05-18 Start
Value
End
Value
MSTR
×
$10,000.00
2024-02-22
$23,365.35
2026-05-18
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
$10,000.00
2024-02-22
$18,815.44
2026-05-18
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Annual Returns

Year MSTR MSTY
2026 (YTD) +9.66% +9.38%
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 Mon 2026-05-18 Current
Drawdown
Worst
Drawdown
MSTR
×
−64.83%
from 2024-11-20 peak
−77.42%
2026-02-05
from 2024-11-20 peak
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
−56.99%
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 Mon 2026-05-18 1
Year
2
Years
3
Years
5
Years
10
Years
MSTR
×
−58.32% +5.16%
+2.55%/yr
+479.42%
+79.59%/yr
+242.02%
+27.89%/yr
+824.39%
+24.91%/yr
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
−51.27% +1.95%
+0.97%/yr
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund