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

Total Real Returns

MSTY,XDTE,PPA,BRK-B: Total Return Chart (with Dividends Reinvested)

Thu 2024-03-07? to Mon 2025-06-30 YTD
Return
TR
Price
MSTY
×
+33.41%
2025-06-30
4.005 TR
2025-06-30
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
XDTE
×
+1.39%
2025-06-30
1.18 TR
2025-06-30
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
PPA
×
+23.69%
2025-06-30
11.48 TR
2025-06-30
Invesco Aerospace & Defense ETF Exchange-Traded Fund
BRK-B
×
+7.17%
2025-06-30
20.94 TR
2025-06-30
Berkshire Hathaway Inc NYSE Common Stock

Returns

Thu 2024-03-07? to Mon 2025-06-30 Overall
Return
Exponential
Trendline
MSTY
×
+168.08%
+111.78%/yr
+107.50%/yr
(R2=0.757)
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
XDTE
×
+18.00%
+13.42%/yr
+10.84%/yr
(R2=0.370)
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
PPA
×
+42.92%
+31.22%/yr
+23.32%/yr
(R2=0.817)
Invesco Aerospace & Defense ETF Exchange-Traded Fund
BRK-B
×
+20.72%
+15.41%/yr
+22.63%/yr
(R2=0.843)
Berkshire Hathaway Inc NYSE Common Stock

Growth of $10,000

Thu 2024-03-07? to Mon 2025-06-30 Start
Value
End
Value
MSTY
×
$10,000.00
2024-03-07
$26,808.06
2025-06-30
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
XDTE
×
$10,000.00
2024-03-07
$11,800.36
2025-06-30
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
PPA
×
$10,000.00
2024-03-07
$14,291.65
2025-06-30
Invesco Aerospace & Defense ETF Exchange-Traded Fund
BRK-B
×
$10,000.00
2024-03-07
$12,072.12
2025-06-30
Berkshire Hathaway Inc NYSE Common Stock

Annual Returns

Year MSTY XDTE PPA BRK-B
2025 (YTD) +33.41% +1.39% +23.69% +7.17%
2024 +200.20% +16.38% +25.28% +27.09%
2023 +18.41% +15.46%
2022 +9.51% +3.31%
2021 +7.09% +28.95%
2020 +0.45% +2.37%
2019 +39.63% +10.93%
2018 −7.51% +3.01%
2017 +30.10% +21.62%
2016 +19.26% +23.43%
2015 +4.01% −12.06%
2014 +12.71% +26.64%
2013 +50.34% +32.17%
2012 +17.64% +17.56%
2011 −1.66% −4.76%
2010 +10.57% +21.90%
2009 +23.03% +2.24%
2008 −37.38% −32.14%
2007 +22.28% +29.19%
2006 +20.02% +24.89%
2005 +3.96% −0.02%
2004 +4.30%
2003 +16.18%
2002 −4.04%
2001 +7.26%
2000 +28.63%
1999 −22.13%
1998 +52.70%
1997 +38.40%
1996 −4.14%

Drawdowns

Thu 2024-03-07? to Mon 2025-06-30 Current
Drawdown
Worst
Drawdown
MSTY
×
−3.31% −40.83%
2025-03-10
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
XDTE
×
−2.81% −19.09%
2025-04-21
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
PPA
×
0.00% −15.24%
2025-04-04
Invesco Aerospace & Defense ETF Exchange-Traded Fund
BRK-B
×
−10.01% −10.43%
2025-06-17
Berkshire Hathaway Inc NYSE Common Stock