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 Thu 2025-06-05 YTD
Return
TRR
Price
MSTR
×
+25.00%
2025-06-05
17.69 TRR
2025-06-05
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
+21.62%
2025-06-05
3.529 TRR
2025-06-05
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Returns

Thu 2024-02-22? to Thu 2025-06-05 Overall
Return
Exponential
Trendline
MSTR
×
+398.36%
+249.33%/yr
+174.26%/yr
(R2=0.722)
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
+252.89%
+166.99%/yr
+112.29%/yr
(R2=0.740)
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Growth of $10,000

Thu 2024-02-22? to Thu 2025-06-05 Start
Value
End
Value
MSTR
×
$10,000.00
2024-02-22
$49,836.49
2025-06-05
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
$10,000.00
2024-02-22
$35,289.00
2025-06-05
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Annual Returns

Year MSTR MSTY
2025 (YTD) +25.00% +21.62%
2024 +345.68% +194.74%
2023 +331.83%
2022 −75.59%
2021 +30.92%
2020 +168.68%
2019 +9.17%
2018 −4.50%
2017 −34.88%
2016 +7.88%
2015 +9.58%
2014 +29.75%
2013 +31.04%
2012 −15.23%
2011 +23.05%
2010 −10.43%
2009 +146.52%
2008 −61.00%
2007 −19.87%
2006 +34.59%
2005 +32.61%
2004 +11.20%
2003 +241.10%
2002 −61.68%
2001 −60.09%
2000 −91.25%
1999 +549.16%
1998 +48.20%

Drawdowns

Thu 2024-02-22? to Thu 2025-06-05 Current
Drawdown
Worst
Drawdown
MSTR
×
−23.61% −50.49%
2025-04-08
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
−13.23% −41.52%
2025-03-10
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund