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 Fri 2025-06-27 YTD
Return
TRR
Price
IBIT
×
+12.17%
2025-06-27
2.176 TRR
2025-06-27
iShares Bitcoin Trust NASDAQ Exchange-Traded Fund
MSTR
×
+29.91%
2025-06-27
18.39 TRR
2025-06-27
MicroStrategy Incorporated NASDAQ Common Stock
SPY
×
+3.45%
2025-06-27
11.17 TRR
2025-06-27
SPDR S&P 500 ETF Trust Exchange-Traded Fund
GLD
×
+21.93%
2025-06-27
4.025 TRR
2025-06-27
SPDR Gold Shares Exchange-Traded Fund

Returns

Thu 2024-01-11? to Fri 2025-06-27 Overall
Return
Exponential
Trendline
IBIT
×
+117.63%
+70.39%/yr
+61.94%/yr
(R2=0.696)
iShares Bitcoin Trust NASDAQ Exchange-Traded Fund
MSTR
×
+583.30%
+273.20%/yr
+223.55%/yr
(R2=0.769)
MicroStrategy Incorporated NASDAQ Common Stock
SPY
×
+25.53%
+16.86%/yr
+11.65%/yr
(R2=0.542)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
GLD
×
+53.03%
+33.85%/yr
+36.20%/yr
(R2=0.945)
SPDR Gold Shares Exchange-Traded Fund

Growth of $10,000

Thu 2024-01-11? to Fri 2025-06-27 Start
Value
End
Value
IBIT
×
$10,000.00
2024-01-11
$21,763.44
2025-06-27
iShares Bitcoin Trust NASDAQ Exchange-Traded Fund
MSTR
×
$10,000.00
2024-01-11
$68,330.37
2025-06-27
MicroStrategy Incorporated NASDAQ Common Stock
SPY
×
$10,000.00
2024-01-11
$12,553.28
2025-06-27
SPDR S&P 500 ETF Trust Exchange-Traded Fund
GLD
×
$10,000.00
2024-01-11
$15,302.78
2025-06-27
SPDR Gold Shares Exchange-Traded Fund

Annual Returns

Year IBIT MSTR SPY GLD
2025 (YTD) +12.17% +29.91% +3.45% +21.93%
2024 +94.01% +345.70% +21.39% +23.11%
2023 +331.64% +22.09% +9.04%
2022 −75.58% −23.15% −6.80%
2021 +30.91% +20.27% −10.45%
2020 +168.83% +16.74% +23.14%
2019 +9.16% +28.29% +15.22%
2018 −4.55% −6.35% −3.78%
2017 −34.87% +19.19% +10.47%
2016 +7.87% +9.73% +5.84%
2015 +9.61% +0.50% −11.32%
2014 +29.70% +12.61% −2.92%
2013 +31.07% +30.35% −29.39%
2012 −15.27% +14.01% +4.79%
2011 +23.09% −1.04% +6.40%
2010 −10.41% +13.36% +27.37%
2009 +146.53% +23.00% +20.74%
2008 −60.99% −36.85% +4.83%
2007 −19.85% +1.01% +25.32%
2006 +34.44% +13.00% +19.54%
2005 +32.65% +1.35% +13.86%
2004 +11.23% +7.21% −0.96%
2003 +241.15% +25.82%
2002 −61.69% −23.40%
2001 −60.09% −13.11%
2000 −91.25% −12.70%
1999 +549.32% +17.24%
1998 +48.18% +26.66%
1997 +31.24%
1996 +18.56%
1995 +34.65%
1994 −2.22%
1993 +6.28%

Drawdowns

Thu 2024-01-11? to Fri 2025-06-27 Current
Drawdown
Worst
Drawdown
IBIT
×
−4.20% −29.22%
2025-04-08
iShares Bitcoin Trust NASDAQ Exchange-Traded Fund
MSTR
×
−20.61% −50.49%
2025-04-08
MicroStrategy Incorporated NASDAQ Common Stock
SPY
×
−0.14% −19.12%
2025-04-08
SPDR S&P 500 ETF Trust Exchange-Traded Fund
GLD
×
−5.00% −8.10%
2024-11-15
SPDR Gold Shares Exchange-Traded Fund