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

Total Real Returns

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

Thu 2024-02-22? to Tue 2025-07-15 YTD
Return
TRR
Price
IBIT
×
+21.89%
2025-07-15
2.365 TRR
2025-07-15
iShares Bitcoin Trust NASDAQ Exchange-Traded Fund
MSTY
×
+39.56%
2025-07-15
4.114 TRR
2025-07-15
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Returns

Thu 2024-02-22? to Tue 2025-07-15 Overall
Return
Exponential
Trendline
IBIT
×
+113.63%
+72.41%/yr
+53.38%/yr
(R2=0.650)
iShares Bitcoin Trust NASDAQ Exchange-Traded Fund
MSTY
×
+311.39%
+175.92%/yr
+108.68%/yr
(R2=0.773)
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Growth of $10,000

Thu 2024-02-22? to Tue 2025-07-15 Start
Value
End
Value
IBIT
×
$10,000.00
2024-02-22
$21,362.61
2025-07-15
iShares Bitcoin Trust NASDAQ Exchange-Traded Fund
MSTY
×
$10,000.00
2024-02-22
$41,138.66
2025-07-15
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Annual Returns

Year IBIT MSTY
2025 (YTD) +21.89% +39.56%
2024 +94.00% +194.77%

Drawdowns

Thu 2024-02-22? to Tue 2025-07-15 Current
Drawdown
Worst
Drawdown
IBIT
×
−2.96% −29.24%
2025-04-08
iShares Bitcoin Trust NASDAQ Exchange-Traded Fund
MSTY
×
−0.84% −41.53%
2025-03-10
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund