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 Tue 2025-07-15 YTD
Return
TRR
Price
MSTR
×
+49.27%
2025-07-15
21.12 TRR
2025-07-15
MicroStrategy Incorporated NASDAQ Common Stock
MSTU
×
+29.63%
2025-07-15
3.855 TRR
2025-07-15
T-REX 2X Long MSTR Daily Target ETF Exchange-Traded Fund
MSTX
×
+29.48%
2025-07-15
3.064 TRR
2025-07-15
Defiance Daily Target 1.75x Long MSTR ETF NASDAQ Exchange-Traded Fund

Returns

Wed 2024-09-18? to Tue 2025-07-15 Overall
Return
Exponential
Trendline
MSTR
×
+225.32%
+320.48%/yr
+98.42%/yr
(R2=0.382)
MicroStrategy Incorporated NASDAQ Common Stock
MSTU
×
+285.47%
+416.94%/yr
+1.51%/yr
(R2=0.000)
T-REX 2X Long MSTR Daily Target ETF Exchange-Traded Fund
MSTX
×
+220.94%
+313.59%/yr
−8.40%/yr
(R2=0.003)
Defiance Daily Target 1.75x Long MSTR ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Wed 2024-09-18? to Tue 2025-07-15 Start
Value
End
Value
MSTR
×
$10,000.00
2024-09-18
$32,532.36
2025-07-15
MicroStrategy Incorporated NASDAQ Common Stock
MSTU
×
$10,000.00
2024-09-18
$38,546.85
2025-07-15
T-REX 2X Long MSTR Daily Target ETF Exchange-Traded Fund
MSTX
×
$10,000.00
2024-09-18
$32,093.66
2025-07-15
Defiance Daily Target 1.75x Long MSTR ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year MSTR MSTU MSTX
2025 (YTD) +49.27% +29.63% +29.48%
2024 +345.66% +197.36% +136.62%
2023 +331.75%
2022 −75.58%
2021 +30.91%
2020 +168.81%
2019 +9.14%
2018 −4.53%
2017 −34.85%
2016 +7.84%
2015 +9.63%
2014 +29.75%
2013 +31.07%
2012 −15.29%
2011 +23.11%
2010 −10.46%
2009 +146.54%
2008 −60.99%
2007 −19.89%
2006 +34.59%
2005 +32.68%
2004 +11.15%
2003 +241.19%
2002 −61.70%
2001 −60.09%
2000 −91.25%
1999 +549.24%
1998 +48.19%

Drawdowns

Wed 2024-09-18? to Tue 2025-07-15 Current
Drawdown
Worst
Drawdown
MSTR
×
−8.78% −50.49%
2025-04-08
MicroStrategy Incorporated NASDAQ Common Stock
MSTU
×
−61.63% −86.39%
2025-04-08
T-REX 2X Long MSTR Daily Target ETF Exchange-Traded Fund
MSTX
×
−63.59% −86.79%
2025-04-08
Defiance Daily Target 1.75x Long MSTR ETF NASDAQ Exchange-Traded Fund