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 Wed 2025-01-29 YTD
Return
TRR
Price
MSTR
×
+17.56%
2025-01-29
16.64 TRR
2025-01-29
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
+11.35%
2025-01-29
3.282 TRR
2025-01-29
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Returns

Thu 2024-02-22? to Wed 2025-01-29 Overall
Return
Exponential
Trendline
MSTR
×
+368.75%
+420.66%/yr
+243.88%/yr
(R2=0.634)
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
+228.18%
+255.80%/yr
+155.22%/yr
(R2=0.679)
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Growth of $10,000

Thu 2024-02-22? to Wed 2025-01-29 Start
Value
End
Value
MSTR
×
$10,000.00
2024-02-22
$46,875.00
2025-01-29
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
$10,000.00
2024-02-22
$32,818.16
2025-01-29
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Annual Returns

Year MSTR MSTY
2025 (YTD) +17.56% +11.35%
2024 +345.68% +194.74%
2023 +331.61%
2022 −75.57%
2021 +30.92%
2020 +168.74%
2019 +9.20%
2018 −4.57%
2017 −34.84%
2016 +7.84%
2015 +9.60%
2014 +29.77%
2013 +31.00%
2012 −15.22%
2011 +23.01%
2010 −10.38%
2009 +146.47%
2008 −60.98%
2007 −19.87%
2006 +34.46%
2005 +32.77%
2004 +11.14%
2003 +241.17%
2002 −61.69%
2001 −60.09%
2000 −91.25%
1999 +549.18%
1998 +48.22%

Drawdowns

Thu 2024-02-22? to Wed 2025-01-29 Current
Drawdown
Worst
Drawdown
MSTR
×
−28.16% −46.68%
2024-05-01
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
−19.32% −33.47%
2024-05-01
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund