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

Total Real Returns

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

Thu 2024-02-22? to Mon 2025-06-09 YTD
Return
TR
Price
MSTY
×
+27.63%
2025-06-09
3.832 TR
2025-06-09
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTR
×
+35.39%
2025-06-09
37.12 TR
2025-06-09
MicroStrategy Incorporated NASDAQ Common Stock
QQQ
×
+3.96%
2025-06-09
12.24 TR
2025-06-09
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

Returns

Thu 2024-02-22? to Mon 2025-06-09 Overall
Return
Exponential
Trendline
MSTY
×
+283.16%
+182.15%/yr
+116.95%/yr
(R2=0.756)
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTR
×
+449.84%
+272.92%/yr
+179.95%/yr
(R2=0.735)
MicroStrategy Incorporated NASDAQ Common Stock
QQQ
×
+22.05%
+16.63%/yr
+12.80%/yr
(R2=0.446)
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

Growth of $10,000

Thu 2024-02-22? to Mon 2025-06-09 Start
Value
End
Value
MSTY
×
$10,000.00
2024-02-22
$38,315.63
2025-06-09
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTR
×
$10,000.00
2024-02-22
$54,984.22
2025-06-09
MicroStrategy Incorporated NASDAQ Common Stock
QQQ
×
$10,000.00
2024-02-22
$12,204.65
2025-06-09
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

Annual Returns

Year MSTY MSTR QQQ
2025 (YTD) +27.63% +35.39% +3.96%
2024 +200.20% +358.54% +25.58%
2023 +346.15% +54.86%
2022 −74.00% −32.58%
2021 +40.13% +27.42%
2020 +172.42% +48.62%
2019 +11.65% +38.96%
2018 −2.70% −0.13%
2017 −33.49% +32.66%
2016 +10.10% +7.10%
2015 +10.40% +9.44%
2014 +30.71% +19.18%
2013 +33.05% +36.63%
2012 −13.79% +18.11%
2011 +26.73% +3.38%
2010 −9.09% +19.91%
2009 +153.22% +54.70%
2008 −60.96% −41.73%
2007 −16.59% +19.03%
2006 +37.91% +7.14%
2005 +37.21% +1.58%
2004 +14.81% +10.52%
2003 +247.55% +49.67%
2002 −60.78% −37.37%
2001 −59.47% −33.34%
2000 −90.95% −36.11%
1999 +566.67% +78.95%
1998 +49.11%

Drawdowns

Thu 2024-02-22? to Mon 2025-06-09 Current
Drawdown
Worst
Drawdown
MSTY
×
−7.50% −40.83%
2025-03-10
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTR
×
−17.24% −49.78%
2025-04-08
MicroStrategy Incorporated NASDAQ Common Stock
QQQ
×
−1.49% −22.77%
2025-04-08
Invesco QQQ Trust NASDAQ Exchange-Traded Fund