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

Total Real Returns

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

Thu 2024-08-15? to Thu 2025-07-03 YTD
Return
TRR
Price
MSTR
×
+36.66%
2025-07-03
19.34 TRR
2025-07-03
MicroStrategy Incorporated NASDAQ Common Stock
MSTX
×
+10.05%
2025-07-03
2.605 TRR
2025-07-03
Defiance Daily Target 1.75x Long MSTR ETF NASDAQ Exchange-Traded Fund

Returns

Thu 2024-08-15? to Thu 2025-07-03 Overall
Return
Exponential
Trendline
MSTR
×
+199.12%
+246.54%/yr
+177.26%/yr
(R2=0.531)
MicroStrategy Incorporated NASDAQ Common Stock
MSTX
×
+160.51%
+196.27%/yr
+64.02%/yr
(R2=0.073)
Defiance Daily Target 1.75x Long MSTR ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Thu 2024-08-15? to Thu 2025-07-03 Start
Value
End
Value
MSTR
×
$10,000.00
2024-08-15
$29,911.89
2025-07-03
MicroStrategy Incorporated NASDAQ Common Stock
MSTX
×
$10,000.00
2024-08-15
$26,051.42
2025-07-03
Defiance Daily Target 1.75x Long MSTR ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year MSTR MSTX
2025 (YTD) +36.66% +10.05%
2024 +345.67% +136.72%
2023 +331.84%
2022 −75.58%
2021 +30.93%
2020 +168.74%
2019 +9.16%
2018 −4.55%
2017 −34.85%
2016 +7.86%
2015 +9.61%
2014 +29.76%
2013 +31.07%
2012 −15.27%
2011 +23.09%
2010 −10.48%
2009 +146.57%
2008 −61.00%
2007 −19.84%
2006 +34.52%
2005 +32.65%
2004 +11.20%
2003 +241.13%
2002 −61.69%
2001 −60.10%
2000 −91.25%
1999 +549.16%
1998 +48.20%

Drawdowns

Thu 2024-08-15? to Thu 2025-07-03 Current
Drawdown
Worst
Drawdown
MSTR
×
−16.48% −50.49%
2025-04-08
MicroStrategy Incorporated NASDAQ Common Stock
MSTX
×
−69.04% −86.79%
2025-04-08
Defiance Daily Target 1.75x Long MSTR ETF NASDAQ Exchange-Traded Fund