All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

IBIT,MSTR: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Thu 2024-01-11? to Thu 2026-04-02 YTD
Return
TRR
Price
IBIT
×
−24.35%
2026-04-02
1.338 TRR
2026-04-02
iShares Bitcoin Trust NASDAQ Exchange-Traded Fund
MSTR
×
−21.99%
2026-04-02
5.642 TRR
2026-04-02
MicroStrategy Incorporated NASDAQ Common Stock

Returns

Thu 2024-01-11? to Thu 2026-04-02 Overall
Return
Exponential
Trendline
IBIT
×
+33.79%
+13.99%/yr
+26.71%/yr
(R2=0.358)
iShares Bitcoin Trust NASDAQ Exchange-Traded Fund
MSTR
×
+109.68%
+39.52%/yr
+37.84%/yr
(R2=0.154)
MicroStrategy Incorporated NASDAQ Common Stock

Growth of $10,000

Thu 2024-01-11? to Thu 2026-04-02 Start
Value
End
Value
IBIT
×
$10,000.00
2024-01-11
$13,379.14
2026-04-02
iShares Bitcoin Trust NASDAQ Exchange-Traded Fund
MSTR
×
$10,000.00
2024-01-11
$20,967.63
2026-04-02
MicroStrategy Incorporated NASDAQ Common Stock

Annual Returns

Year IBIT MSTR
2026 (YTD) −24.35% −21.99%
2025 −8.84% −48.90%
2024 +94.01% +345.71%
2023 +331.75%
2022 −75.58%
2021 +30.93%
2020 +168.76%
2019 +9.12%
2018 −4.53%
2017 −34.84%
2016 +7.85%
2015 +9.58%
2014 +29.78%
2013 +31.08%
2012 −15.27%
2011 +23.10%
2010 −10.45%
2009 +146.50%
2008 −60.99%
2007 −19.88%
2006 +34.52%
2005 +32.69%
2004 +11.17%
2003 +241.19%
2002 −61.69%
2001 −60.08%
2000 −91.25%
1999 +549.17%
1998 +48.21%

Drawdowns

Thu 2024-01-11? to Thu 2026-04-02 Current
Drawdown
Worst
Drawdown
IBIT
×
−47.20% −49.48%
2026-02-05
iShares Bitcoin Trust NASDAQ Exchange-Traded Fund
MSTR
×
−75.64% −78.11%
2026-02-05
MicroStrategy Incorporated NASDAQ Common Stock