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

Thu 2024-02-22? to Fri 2025-06-27	YTD Return	TRR Price
MSTR ×	+29.91% 2025-06-27	18.39 TRR 2025-06-27
MicroStrategy Incorporated NASDAQ Common Stock
MSTY ×	+26.24% 2025-06-27	3.722 TRR 2025-06-27
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

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Returns

Thu 2024-02-22? to Fri 2025-06-27	Overall Return	Exponential Trendline
MSTR ×	+417.99% +239.92%/yr	+167.55%/yr (R2=0.736)
MicroStrategy Incorporated NASDAQ Common Stock
MSTY ×	+272.15% +165.80%/yr	+109.59%/yr (R2=0.758)
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

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Growth of $10,000

Thu 2024-02-22? to Fri 2025-06-27	Start Value	End Value
MSTR ×	$10,000.00 2024-02-22	$51,798.68 2025-06-27
MicroStrategy Incorporated NASDAQ Common Stock
MSTY ×	$10,000.00 2024-02-22	$37,215.37 2025-06-27
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

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Annual Returns

Year	MSTR	MSTY
2025 (YTD)	+29.91%	+26.24%
2024	+345.70%	+194.80%
2023	+331.64%	—
2022	−75.58%	—
2021	+30.91%	—
2020	+168.83%	—
2019	+9.16%	—
2018	−4.55%	—
2017	−34.87%	—
2016	+7.87%	—
2015	+9.61%	—
2014	+29.70%	—
2013	+31.07%	—
2012	−15.27%	—
2011	+23.09%	—
2010	−10.41%	—
2009	+146.53%	—
2008	−60.99%	—
2007	−19.85%	—
2006	+34.44%	—
2005	+32.65%	—
2004	+11.23%	—
2003	+241.15%	—
2002	−61.69%	—
2001	−60.09%	—
2000	−91.25%	—
1999	+549.32%	—
1998	+48.18%	—

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Drawdowns

Thu 2024-02-22? to Fri 2025-06-27	Current Drawdown	Worst Drawdown
MSTR ×	−20.61%	−50.49% 2025-04-08
MicroStrategy Incorporated NASDAQ Common Stock
MSTY ×	−8.50%	−41.54% 2025-03-10
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund