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 Tue 2025-05-13 YTD
Return
TRR
Price
MSTR
×
+43.10%
2025-05-13
20.25 TRR
2025-05-13
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
+31.77%
2025-05-13
3.882 TRR
2025-05-13
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Returns

Thu 2024-02-22? to Tue 2025-05-13 Overall
Return
Exponential
Trendline
MSTR
×
+470.59%
+316.28%/yr
+177.95%/yr
(R2=0.697)
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
+288.25%
+203.70%/yr
+113.70%/yr
(R2=0.714)
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Growth of $10,000

Thu 2024-02-22? to Tue 2025-05-13 Start
Value
End
Value
MSTR
×
$10,000.00
2024-02-22
$57,059.14
2025-05-13
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
$10,000.00
2024-02-22
$38,824.68
2025-05-13
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Annual Returns

Year MSTR MSTY
2025 (YTD) +43.10% +31.77%
2024 +345.72% +194.64%
2023 +331.74%
2022 −75.58%
2021 +30.93%
2020 +168.74%
2019 +9.12%
2018 −4.50%
2017 −34.86%
2016 +7.85%
2015 +9.59%
2014 +29.73%
2013 +31.09%
2012 −15.25%
2011 +23.08%
2010 −10.44%
2009 +146.56%
2008 −61.00%
2007 −19.85%
2006 +34.47%
2005 +32.78%
2004 +11.14%
2003 +241.12%
2002 −61.69%
2001 −60.10%
2000 −91.25%
1999 +549.27%
1998 +48.17%

Drawdowns

Thu 2024-02-22? to Tue 2025-05-13 Current
Drawdown
Worst
Drawdown
MSTR
×
−12.55% −50.49%
2025-04-08
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
−4.56% −41.54%
2025-03-10
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund