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 Tue 2025-07-15 YTD
Return
TR
Price
MSTY
×
+42.80%
2025-07-15
4.287 TR
2025-07-15
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTR
×
+52.72%
2025-07-15
41.88 TR
2025-07-15
MicroStrategy Incorporated NASDAQ Common Stock
QQQ
×
+9.18%
2025-07-15
12.86 TR
2025-07-15
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

Returns

Thu 2024-02-22? to Tue 2025-07-15 Overall
Return
Exponential
Trendline
MSTY
×
+328.68%
+184.19%/yr
+113.85%/yr
(R2=0.786)
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTR
×
+520.22%
+270.44%/yr
+171.09%/yr
(R2=0.760)
MicroStrategy Incorporated NASDAQ Common Stock
QQQ
×
+28.17%
+19.50%/yr
+14.21%/yr
(R2=0.536)
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

Growth of $10,000

Thu 2024-02-22? to Tue 2025-07-15 Start
Value
End
Value
MSTY
×
$10,000.00
2024-02-22
$42,867.53
2025-07-15
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTR
×
$10,000.00
2024-02-22
$62,022.02
2025-07-15
MicroStrategy Incorporated NASDAQ Common Stock
QQQ
×
$10,000.00
2024-02-22
$12,817.42
2025-07-15
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

Annual Returns

Year MSTY MSTR QQQ
2025 (YTD) +42.80% +52.72% +9.18%
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 Tue 2025-07-15 Current
Drawdown
Worst
Drawdown
MSTY
×
−0.84% −40.82%
2025-03-10
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTR
×
−6.65% −49.78%
2025-04-08
MicroStrategy Incorporated NASDAQ Common Stock
QQQ
×
0.00% −22.77%
2025-04-08
Invesco QQQ Trust NASDAQ Exchange-Traded Fund