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

Total Real Returns

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

Thu 2024-08-15? to Mon 2025-05-19 YTD
Return
TRR
Price
MSTR
×
+40.27%
2025-05-19
19.85 TRR
2025-05-19
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
+30.26%
2025-05-19
3.839 TRR
2025-05-19
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTX
×
+25.39%
2025-05-19
2.967 TRR
2025-05-19
Defiance Daily Target 1.75x Long MSTR ETF NASDAQ Exchange-Traded Fund

Returns

Thu 2024-08-15? to Mon 2025-05-19 Overall
Return
Exponential
Trendline
MSTR
×
+207.01%
+338.89%/yr
+224.73%/yr
(R2=0.503)
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
+127.70%
+195.95%/yr
+130.85%/yr
(R2=0.499)
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTX
×
+196.70%
+319.55%/yr
+96.64%/yr
(R2=0.087)
Defiance Daily Target 1.75x Long MSTR ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Thu 2024-08-15? to Mon 2025-05-19 Start
Value
End
Value
MSTR
×
$10,000.00
2024-08-15
$30,701.02
2025-05-19
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
$10,000.00
2024-08-15
$22,770.27
2025-05-19
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTX
×
$10,000.00
2024-08-15
$29,669.53
2025-05-19
Defiance Daily Target 1.75x Long MSTR ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year MSTR MSTY MSTX
2025 (YTD) +40.27% +30.26% +25.39%
2024 +345.68% +194.71% +136.62%
2023 +331.66%
2022 −75.58%
2021 +30.93%
2020 +168.70%
2019 +9.19%
2018 −4.56%
2017 −34.84%
2016 +7.84%
2015 +9.64%
2014 +29.73%
2013 +31.09%
2012 −15.30%
2011 +23.16%
2010 −10.44%
2009 +146.43%
2008 −60.98%
2007 −19.89%
2006 +34.54%
2005 +32.65%
2004 +11.20%
2003 +241.14%
2002 −61.69%
2001 −60.10%
2000 −91.25%
1999 +549.32%
1998 +48.15%

Drawdowns

Thu 2024-08-15? to Mon 2025-05-19 Current
Drawdown
Worst
Drawdown
MSTR
×
−14.28% −50.49%
2025-04-08
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
−5.64% −41.52%
2025-03-10
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTX
×
−64.73% −86.79%
2025-04-08
Defiance Daily Target 1.75x Long MSTR ETF NASDAQ Exchange-Traded Fund