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 Tue 2025-07-01 YTD
Return
TR
Price
MSTY
×
+25.71%
2025-07-01
3.774 TR
2025-07-01
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTR
×
+28.89%
2025-07-01
35.34 TR
2025-07-01
MicroStrategy Incorporated NASDAQ Common Stock

Returns

Thu 2024-02-22? to Tue 2025-07-01 Overall
Return
Exponential
Trendline
MSTY
×
+277.38%
+166.43%/yr
+114.31%/yr
(R2=0.774)
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTR
×
+423.45%
+239.19%/yr
+173.12%/yr
(R2=0.749)
MicroStrategy Incorporated NASDAQ Common Stock

Growth of $10,000

Thu 2024-02-22? to Tue 2025-07-01 Start
Value
End
Value
MSTY
×
$10,000.00
2024-02-22
$37,737.55
2025-07-01
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTR
×
$10,000.00
2024-02-22
$52,345.23
2025-07-01
MicroStrategy Incorporated NASDAQ Common Stock

Annual Returns

Year MSTY MSTR
2025 (YTD) +25.71% +28.89%
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 Tue 2025-07-01 Current
Drawdown
Worst
Drawdown
MSTY
×
−8.89% −40.83%
2025-03-10
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTR
×
−21.22% −49.78%
2025-04-08
MicroStrategy Incorporated NASDAQ Common Stock