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

Total Real Returns

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

Thu 2024-02-22? to Mon 2025-07-21 YTD
Return
TRR
Price
MSTR
×
+43.79%
2025-07-21
20.35 TRR
2025-07-21
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
+35.18%
2025-07-21
3.985 TRR
2025-07-21
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Returns

Thu 2024-02-22? to Mon 2025-07-21 Overall
Return
Exponential
Trendline
MSTR
×
+473.34%
+245.05%/yr
+164.01%/yr
(R2=0.755)
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
+298.49%
+166.58%/yr
+108.66%/yr
(R2=0.779)
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Growth of $10,000

Thu 2024-02-22? to Mon 2025-07-21 Start
Value
End
Value
MSTR
×
$10,000.00
2024-02-22
$57,334.23
2025-07-21
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
$10,000.00
2024-02-22
$39,849.49
2025-07-21
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Annual Returns

Year MSTR MSTY
2025 (YTD) +43.79% +35.18%
2024 +345.72% +194.79%
2023 +331.60%
2022 −75.57%
2021 +30.92%
2020 +168.77%
2019 +9.13%
2018 −4.53%
2017 −34.84%
2016 +7.84%
2015 +9.62%
2014 +29.73%
2013 +31.05%
2012 −15.23%
2011 +23.02%
2010 −10.38%
2009 +146.41%
2008 −61.00%
2007 −19.84%
2006 +34.49%
2005 +32.65%
2004 +11.21%
2003 +241.08%
2002 −61.68%
2001 −60.10%
2000 −91.25%
1999 +549.32%
1998 +48.16%

Drawdowns

Thu 2024-02-22? to Mon 2025-07-21 Current
Drawdown
Worst
Drawdown
MSTR
×
−12.13% −50.49%
2025-04-08
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
−5.07% −41.52%
2025-03-10
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund