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

Total Real Returns

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

Thu 2024-08-15? to Tue 2025-05-27 YTD
Return
TR
Price
MSTX
×
+1.96%
2025-05-27
2.42 TR
2025-05-27
Defiance Daily Target 1.75x Long MSTR ETF NASDAQ Exchange-Traded Fund
MSTR
×
+28.51%
2025-05-27
35.24 TR
2025-05-27
MicroStrategy Incorporated NASDAQ Common Stock

Returns

Thu 2024-08-15? to Tue 2025-05-27 Overall
Return
Exponential
Trendline
MSTX
×
+142.03%
+210.43%/yr
+98.56%/yr
(R2=0.097)
Defiance Daily Target 1.75x Long MSTR ETF NASDAQ Exchange-Traded Fund
MSTR
×
+182.12%
+277.80%/yr
+228.01%/yr
(R2=0.529)
MicroStrategy Incorporated NASDAQ Common Stock

Growth of $10,000

Thu 2024-08-15? to Tue 2025-05-27 Start
Value
End
Value
MSTX
×
$10,000.00
2024-08-15
$24,202.96
2025-05-27
Defiance Daily Target 1.75x Long MSTR ETF NASDAQ Exchange-Traded Fund
MSTR
×
$10,000.00
2024-08-15
$28,211.93
2025-05-27
MicroStrategy Incorporated NASDAQ Common Stock

Annual Returns

Year MSTX MSTR
2025 (YTD) +1.96% +28.51%
2024 +137.37% +358.54%
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 2025-05-27 Current
Drawdown
Worst
Drawdown
MSTX
×
−71.32% −86.61%
2025-04-08
Defiance Daily Target 1.75x Long MSTR ETF NASDAQ Exchange-Traded Fund
MSTR
×
−21.45% −49.78%
2025-04-08
MicroStrategy Incorporated NASDAQ Common Stock