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

Total Real Returns

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

Thu 2024-02-22? to Thu 2025-05-01 YTD
Return
TR
Price
VOO
×
−4.39%
2025-05-01
6.665 TR
2025-05-01
Vanguard S&P 500 ETF Exchange-Traded Fund
MSTR
×
+31.76%
2025-05-01
36.13 TR
2025-05-01
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
+24.60%
2025-05-01
3.741 TR
2025-05-01
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Returns

Thu 2024-02-22? to Thu 2025-05-01 Overall
Return
Exponential
Trendline
VOO
×
+11.86%
+9.89%/yr
+13.67%/yr
(R2=0.515)
Vanguard S&P 500 ETF Exchange-Traded Fund
MSTR
×
+435.09%
+310.24%/yr
+183.01%/yr
(R2=0.689)
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
+274.06%
+203.52%/yr
+117.40%/yr
(R2=0.710)
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Growth of $10,000

Thu 2024-02-22? to Thu 2025-05-01 Start
Value
End
Value
VOO
×
$10,000.00
2024-02-22
$11,185.97
2025-05-01
Vanguard S&P 500 ETF Exchange-Traded Fund
MSTR
×
$10,000.00
2024-02-22
$53,509.08
2025-05-01
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
$10,000.00
2024-02-22
$37,405.87
2025-05-01
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Annual Returns

Year VOO MSTR MSTY
2025 (YTD) −4.39% +31.76% +24.60%
2024 +24.98% +358.54% +200.20%
2023 +26.32% +346.15%
2022 −18.17% −74.00%
2021 +28.79% +40.13%
2020 +18.32% +172.42%
2019 +31.37% +11.65%
2018 −4.50% −2.70%
2017 +21.77% −33.49%
2016 +12.17% +10.10%
2015 +1.33% +10.40%
2014 +13.56% +30.71%
2013 +32.39% +33.05%
2012 +15.99% −13.79%
2011 +1.90% +26.73%
2010 +14.78% −9.09%
2009 +153.22%
2008 −60.96%
2007 −16.59%
2006 +37.91%
2005 +37.21%
2004 +14.81%
2003 +247.55%
2002 −60.78%
2001 −59.47%
2000 −90.95%
1999 +566.67%
1998 +49.11%

Drawdowns

Thu 2024-02-22? to Thu 2025-05-01 Current
Drawdown
Worst
Drawdown
VOO
×
−8.61% −18.69%
2025-04-08
Vanguard S&P 500 ETF Exchange-Traded Fund
MSTR
×
−19.46% −49.78%
2025-04-08
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
−9.70% −40.82%
2025-03-10
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund