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

Total Real Returns

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

Thu 2024-02-22? to Thu 2025-05-08 YTD
Return
TR
Price
MSTY
×
+19.77%
2025-05-08
3.595 TR
2025-05-08
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
SPY
×
−3.30%
2025-05-08
23.11 TR
2025-05-08
SPDR S&P 500 ETF Trust Exchange-Traded Fund
QQQ
×
−4.34%
2025-05-08
11.27 TR
2025-05-08
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

Returns

Thu 2024-02-22? to Thu 2025-05-08 Overall
Return
Exponential
Trendline
MSTY
×
+259.55%
+188.60%/yr
+117.66%/yr
(R2=0.721)
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
SPY
×
+13.11%
+10.74%/yr
+13.07%/yr
(R2=0.500)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
QQQ
×
+12.29%
+10.08%/yr
+12.45%/yr
(R2=0.386)
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

Growth of $10,000

Thu 2024-02-22? to Thu 2025-05-08 Start
Value
End
Value
MSTY
×
$10,000.00
2024-02-22
$35,954.85
2025-05-08
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
SPY
×
$10,000.00
2024-02-22
$11,310.93
2025-05-08
SPDR S&P 500 ETF Trust Exchange-Traded Fund
QQQ
×
$10,000.00
2024-02-22
$11,229.33
2025-05-08
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

Annual Returns

Year MSTY SPY QQQ
2025 (YTD) +19.77% −3.30% −4.34%
2024 +200.20% +24.89% +25.58%
2023 +26.18% +54.86%
2022 −18.18% −32.58%
2021 +28.73% +27.42%
2020 +18.33% +48.62%
2019 +31.22% +38.96%
2018 −4.57% −0.13%
2017 +21.71% +32.66%
2016 +12.00% +7.10%
2015 +1.23% +9.44%
2014 +13.46% +19.18%
2013 +32.31% +36.63%
2012 +15.99% +18.11%
2011 +1.89% +3.38%
2010 +15.06% +19.91%
2009 +26.35% +54.70%
2008 −36.79% −41.73%
2007 +5.15% +19.03%
2006 +15.85% +7.14%
2005 +4.83% +1.58%
2004 +10.70% +10.52%
2003 +28.18% +49.67%
2002 −21.58% −37.37%
2001 −11.76% −33.34%
2000 −9.74% −36.11%
1999 +20.39% +78.95%
1998 +28.69%
1997 +33.48%
1996 +22.50%
1995 +38.06%
1994 +0.40%
1993 +8.71%

Drawdowns

Thu 2024-02-22? to Thu 2025-05-08 Current
Drawdown
Worst
Drawdown
MSTY
×
−13.20% −40.82%
2025-03-10
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
SPY
×
−7.53% −18.76%
2025-04-08
SPDR S&P 500 ETF Trust Exchange-Traded Fund
QQQ
×
−9.36% −22.77%
2025-04-08
Invesco QQQ Trust NASDAQ Exchange-Traded Fund