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

Total Real Returns

IBIT,MSTR,SPY,GLD: 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
SPY
×
−4.60%
2026-04-02
11.8 TRR
2026-04-02
SPDR S&P 500 ETF Trust Exchange-Traded Fund
GLD
×
+7.19%
2026-04-02
5.64 TRR
2026-04-02
SPDR Gold Shares Exchange-Traded Fund

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
SPY
×
+32.73%
+13.58%/yr
+14.66%/yr
(R2=0.833)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
GLD
×
+114.46%
+40.94%/yr
+44.90%/yr
(R2=0.951)
SPDR Gold Shares Exchange-Traded Fund

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
SPY
×
$10,000.00
2024-01-11
$13,273.49
2026-04-02
SPDR S&P 500 ETF Trust Exchange-Traded Fund
GLD
×
$10,000.00
2024-01-11
$21,445.84
2026-04-02
SPDR Gold Shares Exchange-Traded Fund

Annual Returns

Year IBIT MSTR SPY GLD
2026 (YTD) −24.35% −21.99% −4.60% +7.19%
2025 −8.84% −48.90% +14.65% +59.42%
2024 +94.01% +345.71% +21.39% +23.11%
2023 +331.75% +22.09% +9.04%
2022 −75.58% −23.15% −6.80%
2021 +30.93% +20.26% −10.45%
2020 +168.76% +16.74% +23.14%
2019 +9.12% +28.29% +15.23%
2018 −4.53% −6.35% −3.78%
2017 −34.84% +19.19% +10.48%
2016 +7.85% +9.73% +5.84%
2015 +9.58% +0.50% −11.32%
2014 +29.78% +12.61% −2.92%
2013 +31.08% +30.35% −29.39%
2012 −15.27% +14.01% +4.78%
2011 +23.10% −1.04% +6.41%
2010 −10.45% +13.35% +27.37%
2009 +146.50% +23.01% +20.74%
2008 −60.99% −36.85% +4.83%
2007 −19.88% +1.01% +25.33%
2006 +34.52% +13.00% +19.54%
2005 +32.69% +1.36% +13.86%
2004 +11.17% +7.21% −0.97%
2003 +241.19% +25.82%
2002 −61.69% −23.41%
2001 −60.08% −13.10%
2000 −91.25% −12.70%
1999 +549.17% +17.24%
1998 +48.21% +26.65%
1997 +31.24%
1996 +18.63%
1995 +34.60%
1994 −2.22%
1993 +6.23%

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
SPY
×
−6.28% −19.12%
2025-04-08
SPDR S&P 500 ETF Trust Exchange-Traded Fund
GLD
×
−14.04% −19.76%
2026-03-26
SPDR Gold Shares Exchange-Traded Fund