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

Total Real Returns

MSTY vs. MSTR: Total Return Chart (with Dividends Reinvested)

Growth of $10,000

Thu 2024-02-22💬 to Thu 2026-09-03 Overall
Return 		Exponential
Trendline
MSTY × 		+63.37%
+21.41%/yr 		−10.47%/yr
R2=0.045
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTR × 		+103.07%
+32.32%/yr 		−8.38%/yr
R2=0.018
MicroStrategy Incorporated NASDAQ Common Stock

Growth of $10,000 Summary

Thu 2024-02-22💬 to Thu 2026-09-03 Start
Value 		End
Value
MSTY × 		$10,000.00
2024-02-22 		$16,336.89
2026-09-03
MSTR × 		$10,000.00
2024-02-22 		$20,307.09
2026-09-03

This Year’s Performance

through 2026-09-03

  YTD YoY
MSTY × 		−5.03% −51.08%
MSTR × 		−4.69% −56.15%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
MSTY × 		−62.66%
on 2026-09-03
from 2025-07-16 peak 		−77.40%
on 2026-06-26
from 2025-07-16 peak
MSTR × 		−69.44%
on 2026-09-03
from 2024-11-20 peak 		−82.63%
on 2026-06-26
from 2024-11-20 peak

Rolling Returns

Period ending Thu 2026-09-03 1 yr 2 yr 3 yr 5 yr 10 yr
MSTY × 		−51.08% +1.27%
+0.63%/yr 		— — —
MSTR × 		−56.15% +18.39%
+8.81%/yr 		+312.03%
+60.32%/yr 		+103.32%
+15.25%/yr 		+752.99%
+23.91%/yr

Annual Returns

Year MSTY MSTR
2026 (YTD) −5.03% −4.69%
2025 −42.70% −47.53%
2024 +200.20% +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%