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

Total Real Returns

IBIT,MSTR,MSTY,SGOV,VXUS,GLD: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Thu 2024-02-22? to Mon 2025-07-07 YTD
Return
TRR
Price
IBIT
×
+14.12%
2025-07-07
2.199 TRR
2025-07-07
iShares Bitcoin Trust NASDAQ Exchange-Traded Fund
MSTR
×
+33.81%
2025-07-07
18.93 TRR
2025-07-07
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
+29.65%
2025-07-07
3.8 TRR
2025-07-07
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
SGOV
×
+0.10%
2025-07-07
0.915 TRR
2025-07-07
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund
VXUS
×
+15.99%
2025-07-07
1.463 TRR
2025-07-07
Vanguard Total International Stock Index Fund ETF Shares NASDAQ Exchange-Traded Fund
GLD
×
+23.03%
2025-07-07
4.105 TRR
2025-07-07
SPDR Gold Shares Exchange-Traded Fund

Returns

Thu 2024-02-22? to Mon 2025-07-07 Overall
Return
Exponential
Trendline
IBIT
×
+98.64%
+64.93%/yr
+52.57%/yr
(R2=0.634)
iShares Bitcoin Trust NASDAQ Exchange-Traded Fund
MSTR
×
+433.54%
+238.95%/yr
+165.67%/yr
(R2=0.741)
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
+280.01%
+164.67%/yr
+108.91%/yr
(R2=0.764)
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
SGOV
×
+2.66%
+1.93%/yr
+2.41%/yr
(R2=0.896)
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund
VXUS
×
+16.96%
+12.10%/yr
+7.65%/yr
(R2=0.488)
Vanguard Total International Stock Index Fund ETF Shares NASDAQ Exchange-Traded Fund
GLD
×
+57.60%
+39.32%/yr
+35.38%/yr
(R2=0.935)
SPDR Gold Shares Exchange-Traded Fund

Growth of $10,000

Thu 2024-02-22? to Mon 2025-07-07 Start
Value
End
Value
IBIT
×
$10,000.00
2024-02-22
$19,864.12
2025-07-07
iShares Bitcoin Trust NASDAQ Exchange-Traded Fund
MSTR
×
$10,000.00
2024-02-22
$53,353.56
2025-07-07
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
$10,000.00
2024-02-22
$38,001.47
2025-07-07
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
SGOV
×
$10,000.00
2024-02-22
$10,265.74
2025-07-07
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund
VXUS
×
$10,000.00
2024-02-22
$11,695.64
2025-07-07
Vanguard Total International Stock Index Fund ETF Shares NASDAQ Exchange-Traded Fund
GLD
×
$10,000.00
2024-02-22
$15,759.55
2025-07-07
SPDR Gold Shares Exchange-Traded Fund

Annual Returns

Year IBIT MSTR MSTY SGOV VXUS GLD
2025 (YTD) +14.12% +33.81% +29.65% +0.10% +15.99% +23.03%
2024 +94.02% +345.72% +194.81% +2.33% +2.13% +23.11%
2023 +331.62% +1.72% +12.16% +9.04%
2022 −75.58% −4.59% −21.19% −6.80%
2021 +30.91% −6.54% +1.82% −10.45%
2020 +168.85% −1.51% +9.18% +23.14%
2019 +9.09% +19.01% +15.23%
2018 −4.49% −16.03% −3.78%
2017 −34.88% +24.83% +10.48%
2016 +7.90% +2.65% +5.84%
2015 +9.56% −4.89% −11.32%
2014 +29.74% −5.45% −2.92%
2013 +31.05% +12.91% −29.39%
2012 −15.26% +16.58% +4.78%
2011 +23.07% −16.54% +6.41%
2010 −10.41% +27.37%
2009 +146.53% +20.74%
2008 −60.99% +4.83%
2007 −19.88% +25.32%
2006 +34.59% +19.54%
2005 +32.65% +13.86%
2004 +11.17% −0.96%
2003 +241.08%
2002 −61.69%
2001 −60.09%
2000 −91.25%
1999 +549.32%
1998 +48.13%

Drawdowns

Thu 2024-02-22? to Mon 2025-07-07 Current
Drawdown
Worst
Drawdown
IBIT
×
−3.19% −29.23%
2025-04-08
iShares Bitcoin Trust NASDAQ Exchange-Traded Fund
MSTR
×
−18.23% −50.49%
2025-04-08
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
−6.56% −41.49%
2025-03-10
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
SGOV
×
−0.01% −0.42%
2025-02-26
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund
VXUS
×
−1.27% −14.64%
2025-04-08
Vanguard Total International Stock Index Fund ETF Shares NASDAQ Exchange-Traded Fund
GLD
×
−3.13% −8.10%
2024-11-15
SPDR Gold Shares Exchange-Traded Fund