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)

×
Fri 2025-07-18 to Fri 2025-11-21 YTD
Return
TRR
Price
MSTR
×
−43.04%
2025-11-21
8.061 TRR
2025-11-21
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
−41.17%
2025-11-21
1.734 TRR
2025-11-21
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Returns

Fri 2025-07-18 to Fri 2025-11-21 Overall
Return
Exponential
Trendline
MSTR
×
−60.13%
−93.04%/yr
−84.84%/yr
(R2=0.825)
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
−56.47%
−91.03%/yr
−82.36%/yr
(R2=0.842)
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Growth of $10,000

Fri 2025-07-18 to Fri 2025-11-21 Start
Value
End
Value
MSTR
×
$10,000.00
2025-07-18
$3,987.46
2025-11-21
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
$10,000.00
2025-07-18
$4,353.09
2025-11-21
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Annual Returns

Year MSTR MSTY
2025 (YTD) −43.04% −41.17%
2024 +345.68% +194.74%
2023 +331.62%
2022 −75.57%
2021 +30.91%
2020 +168.84%
2019 +9.10%
2018 −4.49%
2017 −34.87%
2016 +7.89%
2015 +9.57%
2014 +29.73%
2013 +31.05%
2012 −15.26%
2011 +23.11%
2010 −10.42%
2009 +146.48%
2008 −61.00%
2007 −19.86%
2006 +34.53%
2005 +32.62%
2004 +11.22%
2003 +241.09%
2002 −61.69%
2001 −60.10%
2000 −91.25%
1999 +549.33%
1998 +48.18%

Drawdowns

Fri 2025-07-18 to Fri 2025-11-21 Current
Drawdown
Worst
Drawdown
MSTR
×
−60.42% −60.42%
2025-11-21
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
−56.61% −56.61%
2025-11-21
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund