All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Thu 2024-02-22? to Wed 2025-09-03 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| SPY × |
+10.50%
2025-09-03 |
26.41 TR
2025-09-03 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| MSTR × |
+14.03%
2025-09-03 |
31.27 TR
2025-09-03 |
||||
| MicroStrategy Incorporated NASDAQ Common Stock | ||||||
| MSTY × |
+4.09%
2025-09-03 |
3.125 TR
2025-09-03 |
||||
| YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund | ||||||
| YBTC × |
+21.11%
2025-09-03 |
1.92 TR
2025-09-03 |
||||
| Roundhill Bitcoin Covered Call Strategy ETF Exchange-Traded Fund | ||||||
| Thu 2024-02-22? to Wed 2025-09-03 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SPY × |
+29.24%
+18.25%/yr |
+14.67%/yr
(R2=0.695) |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| MSTR × |
+363.10%
+172.24%/yr |
+150.21%/yr
(R2=0.764) |
||||
| MicroStrategy Incorporated NASDAQ Common Stock | ||||||
| MSTY × |
+212.47%
+110.53%/yr |
+101.16%/yr
(R2=0.783) |
||||
| YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund | ||||||
| YBTC × |
+72.79%
+42.95%/yr |
+41.36%/yr
(R2=0.755) |
||||
| Roundhill Bitcoin Covered Call Strategy ETF Exchange-Traded Fund | ||||||
| Thu 2024-02-22? to Wed 2025-09-03 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SPY × |
$10,000.00
2024-02-22 |
$12,924.18
2025-09-03 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| MSTR × |
$10,000.00
2024-02-22 |
$46,310.03
2025-09-03 |
||||
| MicroStrategy Incorporated NASDAQ Common Stock | ||||||
| MSTY × |
$10,000.00
2024-02-22 |
$31,246.83
2025-09-03 |
||||
| YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund | ||||||
| YBTC × |
$10,000.00
2024-02-22 |
$17,279.27
2025-09-03 |
||||
| Roundhill Bitcoin Covered Call Strategy ETF Exchange-Traded Fund | ||||||
| Year | SPY | MSTR | MSTY | YBTC |
|---|---|---|---|---|
| 2025 (YTD) | +10.50% | +14.03% | +4.09% | +21.11% |
| 2024 | +24.89% | +358.54% | +200.20% | +58.55% |
| 2023 | +26.18% | +346.15% | — | — |
| 2022 | −18.18% | −74.00% | — | — |
| 2021 | +28.73% | +40.13% | — | — |
| 2020 | +18.33% | +172.42% | — | — |
| 2019 | +31.22% | +11.65% | — | — |
| 2018 | −4.57% | −2.70% | — | — |
| 2017 | +21.71% | −33.49% | — | — |
| 2016 | +12.00% | +10.10% | — | — |
| 2015 | +1.23% | +10.40% | — | — |
| 2014 | +13.46% | +30.71% | — | — |
| 2013 | +32.31% | +33.05% | — | — |
| 2012 | +15.99% | −13.79% | — | — |
| 2011 | +1.90% | +26.73% | — | — |
| 2010 | +15.06% | −9.09% | — | — |
| 2009 | +26.35% | +153.22% | — | — |
| 2008 | −36.79% | −60.96% | — | — |
| 2007 | +5.15% | −16.59% | — | — |
| 2006 | +15.85% | +37.91% | — | — |
| 2005 | +4.83% | +37.21% | — | — |
| 2004 | +10.70% | +14.81% | — | — |
| 2003 | +28.18% | +247.55% | — | — |
| 2002 | −21.58% | −60.78% | — | — |
| 2001 | −11.76% | −59.47% | — | — |
| 2000 | −9.74% | −90.95% | — | — |
| 1999 | +20.39% | +566.67% | — | — |
| 1998 | +28.69% | +49.11% | — | — |
| 1997 | +33.48% | — | — | — |
| 1996 | +22.50% | — | — | — |
| 1995 | +38.06% | — | — | — |
| 1994 | +0.40% | — | — | — |
| 1993 | +8.71% | — | — | — |
| Thu 2024-02-22? to Wed 2025-09-03 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SPY × | −0.80% |
−18.76%
2025-04-08 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| MSTR × | −30.30% |
−49.78%
2025-04-08 |
||||
| MicroStrategy Incorporated NASDAQ Common Stock | ||||||
| MSTY × | −28.58% |
−40.82%
2025-03-10 |
||||
| YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund | ||||||
| YBTC × | −4.98% |
−23.39%
2025-04-08 |
||||
| Roundhill Bitcoin Covered Call Strategy ETF Exchange-Traded Fund | ||||||