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

Total Real Returns

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

Thu 2024-02-22? to Fri 2025-05-30 YTD
Return
TRR
Price
MSTR
×
+25.13%
2025-05-30
17.71 TRR
2025-05-30
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
+18.93%
2025-05-30
3.505 TRR
2025-05-30
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
IBIT
×
+10.07%
2025-05-30
2.135 TRR
2025-05-30
iShares Bitcoin Trust NASDAQ Exchange-Traded Fund

Returns

Thu 2024-02-22? to Fri 2025-05-30 Overall
Return
Exponential
Trendline
MSTR
×
+398.93%
+255.36%/yr
+175.94%/yr
(R2=0.717)
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
+250.46%
+168.94%/yr
+113.05%/yr
(R2=0.735)
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
IBIT
×
+92.86%
+67.89%/yr
+50.89%/yr
(R2=0.570)
iShares Bitcoin Trust NASDAQ Exchange-Traded Fund

Growth of $10,000

Thu 2024-02-22? to Fri 2025-05-30 Start
Value
End
Value
MSTR
×
$10,000.00
2024-02-22
$49,893.20
2025-05-30
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
$10,000.00
2024-02-22
$35,046.35
2025-05-30
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
IBIT
×
$10,000.00
2024-02-22
$19,286.41
2025-05-30
iShares Bitcoin Trust NASDAQ Exchange-Traded Fund

Annual Returns

Year MSTR MSTY IBIT
2025 (YTD) +25.13% +18.93% +10.07%
2024 +345.72% +194.68% +93.97%
2023 +331.64%
2022 −75.58%
2021 +30.93%
2020 +168.72%
2019 +9.18%
2018 −4.56%
2017 −34.86%
2016 +7.88%
2015 +9.58%
2014 +29.77%
2013 +31.06%
2012 −15.29%
2011 +23.14%
2010 −10.44%
2009 +146.48%
2008 −60.99%
2007 −19.88%
2006 +34.52%
2005 +32.61%
2004 +11.23%
2003 +241.11%
2002 −61.69%
2001 −60.10%
2000 −91.25%
1999 +549.35%
1998 +48.18%

Drawdowns

Thu 2024-02-22? to Fri 2025-05-30 Current
Drawdown
Worst
Drawdown
MSTR
×
−23.53% −50.49%
2025-04-08
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
−13.83% −41.50%
2025-03-10
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
IBIT
×
−6.01% −29.23%
2025-04-08
iShares Bitcoin Trust NASDAQ Exchange-Traded Fund