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

Total Real Returns

MSTR,MSTU,MSTX: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Wed 2024-09-18? to Wed 2025-08-06 YTD
Return
TRR
Price
MSTR
×
+29.19%
2025-08-06
18.28 TRR
2025-08-06
MicroStrategy Incorporated NASDAQ Common Stock
MSTU
×
−7.04%
2025-08-06
2.764 TRR
2025-08-06
T-REX 2X Long MSTR Daily Target ETF Exchange-Traded Fund
MSTX
×
−7.30%
2025-08-06
2.194 TRR
2025-08-06
Defiance Daily Target 1.75x Long MSTR ETF NASDAQ Exchange-Traded Fund

Returns

Wed 2024-09-18? to Wed 2025-08-06 Overall
Return
Exponential
Trendline
MSTR
×
+181.55%
+223.54%/yr
+92.95%/yr
(R2=0.412)
MicroStrategy Incorporated NASDAQ Common Stock
MSTU
×
+176.44%
+216.90%/yr
+2.81%/yr
(R2=0.000)
T-REX 2X Long MSTR Daily Target ETF Exchange-Traded Fund
MSTX
×
+129.85%
+157.03%/yr
−6.71%/yr
(R2=0.002)
Defiance Daily Target 1.75x Long MSTR ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Wed 2024-09-18? to Wed 2025-08-06 Start
Value
End
Value
MSTR
×
$10,000.00
2024-09-18
$28,154.65
2025-08-06
MicroStrategy Incorporated NASDAQ Common Stock
MSTU
×
$10,000.00
2024-09-18
$27,644.14
2025-08-06
T-REX 2X Long MSTR Daily Target ETF Exchange-Traded Fund
MSTX
×
$10,000.00
2024-09-18
$22,984.87
2025-08-06
Defiance Daily Target 1.75x Long MSTR ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year MSTR MSTU MSTX
2025 (YTD) +29.19% −7.04% −7.30%
2024 +345.70% +197.37% +136.70%
2023 +331.56%
2022 −75.57%
2021 +30.90%
2020 +168.80%
2019 +9.12%
2018 −4.53%
2017 −34.83%
2016 +7.83%
2015 +9.61%
2014 +29.76%
2013 +31.10%
2012 −15.27%
2011 +23.08%
2010 −10.44%
2009 +146.50%
2008 −60.98%
2007 −19.87%
2006 +34.54%
2005 +32.62%
2004 +11.18%
2003 +241.11%
2002 −61.69%
2001 −60.10%
2000 −91.25%
1999 +549.23%
1998 +48.21%

Drawdowns

Wed 2024-09-18? to Wed 2025-08-06 Current
Drawdown
Worst
Drawdown
MSTR
×
−21.05% −50.49%
2025-04-08
MicroStrategy Incorporated NASDAQ Common Stock
MSTU
×
−72.48% −86.39%
2025-04-08
T-REX 2X Long MSTR Daily Target ETF Exchange-Traded Fund
MSTX
×
−73.93% −86.79%
2025-04-08
Defiance Daily Target 1.75x Long MSTR ETF NASDAQ Exchange-Traded Fund