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 Fri 2025-05-02 YTD
Return
TRR
Price
MSTR
×
+34.11%
2025-05-02
18.98 TRR
2025-05-02
MicroStrategy Incorporated NASDAQ Common Stock
MSTU
×
+14.94%
2025-05-02
3.418 TRR
2025-05-02
T-REX 2X Long MSTR Daily Target ETF Exchange-Traded Fund
MSTX
×
+17.19%
2025-05-02
2.774 TRR
2025-05-02
Defiance Daily Target 1.75x Long MSTR ETF NASDAQ Exchange-Traded Fund

Returns

Wed 2024-09-18? to Fri 2025-05-02 Overall
Return
Exponential
Trendline
MSTR
×
+192.28%
+465.97%/yr
+103.26%/yr
(R2=0.231)
MicroStrategy Incorporated NASDAQ Common Stock
MSTU
×
+241.81%
+628.92%/yr
−12.03%/yr
(R2=0.003)
T-REX 2X Long MSTR Daily Target ETF Exchange-Traded Fund
MSTX
×
+190.49%
+460.40%/yr
−24.10%/yr
(R2=0.013)
Defiance Daily Target 1.75x Long MSTR ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Wed 2024-09-18? to Fri 2025-05-02 Start
Value
End
Value
MSTR
×
$10,000.00
2024-09-18
$29,227.75
2025-05-02
MicroStrategy Incorporated NASDAQ Common Stock
MSTU
×
$10,000.00
2024-09-18
$34,181.12
2025-05-02
T-REX 2X Long MSTR Daily Target ETF Exchange-Traded Fund
MSTX
×
$10,000.00
2024-09-18
$29,049.27
2025-05-02
Defiance Daily Target 1.75x Long MSTR ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year MSTR MSTU MSTX
2025 (YTD) +34.11% +14.94% +17.19%
2024 +345.70% +197.38% +136.71%
2023 +331.81%
2022 −75.59%
2021 +30.94%
2020 +168.69%
2019 +9.14%
2018 −4.51%
2017 −34.85%
2016 +7.86%
2015 +9.61%
2014 +29.74%
2013 +31.08%
2012 −15.28%
2011 +23.04%
2010 −10.39%
2009 +146.47%
2008 −60.99%
2007 −19.88%
2006 +34.55%
2005 +32.61%
2004 +11.23%
2003 +241.12%
2002 −61.69%
2001 −60.10%
2000 −91.25%
1999 +549.33%
1998 +48.17%

Drawdowns

Wed 2024-09-18? to Fri 2025-05-02 Current
Drawdown
Worst
Drawdown
MSTR
×
−18.05% −50.47%
2025-04-08
MicroStrategy Incorporated NASDAQ Common Stock
MSTU
×
−65.98% −86.38%
2025-04-08
T-REX 2X Long MSTR Daily Target ETF Exchange-Traded Fund
MSTX
×
−67.04% −86.79%
2025-04-08
Defiance Daily Target 1.75x Long MSTR ETF NASDAQ Exchange-Traded Fund