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 Fri 2025-08-29 YTD
Return
TRR
Price
IBIT
×
+12.90%
2025-08-29
2.19 TRR
2025-08-29
iShares Bitcoin Trust NASDAQ Exchange-Traded Fund
MSTY
×
+2.24%
2025-08-29
3.014 TRR
2025-08-29
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Returns

Thu 2024-02-22? to Fri 2025-08-29 Overall
Return
Exponential
Trendline
IBIT
×
+97.87%
+56.82%/yr
+55.59%/yr
(R2=0.719)
iShares Bitcoin Trust NASDAQ Exchange-Traded Fund
MSTY
×
+201.44%
+106.98%/yr
+97.47%/yr
(R2=0.773)
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Growth of $10,000

Thu 2024-02-22? to Fri 2025-08-29 Start
Value
End
Value
IBIT
×
$10,000.00
2024-02-22
$19,787.44
2025-08-29
iShares Bitcoin Trust NASDAQ Exchange-Traded Fund
MSTY
×
$10,000.00
2024-02-22
$30,143.91
2025-08-29
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Annual Returns

Year IBIT MSTY
2025 (YTD) +12.90% +2.24%
2024 +94.01% +194.83%

Drawdowns

Thu 2024-02-22? to Fri 2025-08-29 Current
Drawdown
Worst
Drawdown
IBIT
×
−12.13% −29.23%
2025-04-08
iShares Bitcoin Trust NASDAQ Exchange-Traded Fund
MSTY
×
−28.21% −41.54%
2025-03-10
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund