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

Total Real Returns

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

Thu 2024-02-22? to Thu 2026-05-14 YTD
Return
TR
Price
MSTY
×
+20.55%
2026-05-14
2.074 TR
2026-05-14
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTR
×
+23.05%
2026-05-14
17.7 TR
2026-05-14
MicroStrategy Incorporated NASDAQ Common Stock

Returns

Thu 2024-02-22? to Thu 2026-05-14 Overall
Return
Exponential
Trendline
MSTY
×
+107.36%
+38.83%/yr
+6.18%/yr
(R2=0.012)
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTR
×
+162.17%
+54.27%/yr
+13.03%/yr
(R2=0.032)
MicroStrategy Incorporated NASDAQ Common Stock

Growth of $10,000

Thu 2024-02-22? to Thu 2026-05-14 Start
Value
End
Value
MSTY
×
$10,000.00
2024-02-22
$20,736.03
2026-05-14
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTR
×
$10,000.00
2024-02-22
$26,217.49
2026-05-14
MicroStrategy Incorporated NASDAQ Common Stock

Annual Returns

Year MSTY MSTR
2026 (YTD) +20.55% +23.05%
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%

Drawdowns

Thu 2024-02-22? to Thu 2026-05-14 Current
Drawdown
Worst
Drawdown
MSTY
×
−52.60% −71.79%
2026-02-05
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTR
×
−60.54% −77.42%
2026-02-05
MicroStrategy Incorporated NASDAQ Common Stock

Rolling Returns

Period ending Thu 2026-05-14 1
Year
2
Years
3
Years
5
Years
10
Years
MSTY
×
−48.18% +17.87%
+8.58%/yr
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTR
×
−55.14% +44.09%
+20.05%/yr
+589.93%
+90.12%/yr
+258.65%
+29.11%/yr
+926.46%
+26.22%/yr
MicroStrategy Incorporated NASDAQ Common Stock