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

Total Real Returns

MSTR,SPY,QQQ,SGOV: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Thu 2020-05-28? to Thu 2026-04-02 YTD
Return
TRR
Price
MSTR
×
−21.99%
2026-04-02
5.642 TRR
2026-04-02
MicroStrategy Incorporated NASDAQ Common Stock
SPY
×
−4.60%
2026-04-02
11.8 TRR
2026-04-02
SPDR S&P 500 ETF Trust Exchange-Traded Fund
QQQ
×
−5.68%
2026-04-02
6.818 TRR
2026-04-02
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
SGOV
×
−0.16%
2026-04-02
0.9266 TRR
2026-04-02
iShares Trust Exchange-Traded Fund

Returns

Thu 2020-05-28? to Thu 2026-04-02 Overall
Return
Exponential
Trendline
MSTR
×
+648.47%
+41.11%/yr
+52.86%/yr
(R2=0.528)
MicroStrategy Incorporated NASDAQ Common Stock
SPY
×
+84.32%
+11.03%/yr
+8.71%/yr
(R2=0.664)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
QQQ
×
+106.43%
+13.20%/yr
+10.10%/yr
(R2=0.569)
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
SGOV
×
−7.34%
−1.30%/yr
−1.10%/yr
(R2=0.219)
iShares Trust Exchange-Traded Fund

Growth of $10,000

Thu 2020-05-28? to Thu 2026-04-02 Start
Value
End
Value
MSTR
×
$10,000.00
2020-05-28
$74,846.97
2026-04-02
MicroStrategy Incorporated NASDAQ Common Stock
SPY
×
$10,000.00
2020-05-28
$18,432.03
2026-04-02
SPDR S&P 500 ETF Trust Exchange-Traded Fund
QQQ
×
$10,000.00
2020-05-28
$20,642.95
2026-04-02
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
SGOV
×
$10,000.00
2020-05-28
$9,265.61
2026-04-02
iShares Trust Exchange-Traded Fund

Annual Returns

Year MSTR SPY QQQ SGOV
2026 (YTD) −21.99% −4.60% −5.68% −0.16%
2025 −48.90% +14.65% +17.63% +1.52%
2024 +345.71% +21.39% +22.06% +2.33%
2023 +331.75% +22.09% +49.84% +1.71%
2022 −75.58% −23.15% −36.67% −4.59%
2021 +30.93% +20.26% +19.04% −6.54%
2020 +168.76% +16.74% +46.63% −1.51%
2019 +9.12% +28.29% +35.86%
2018 −4.53% −6.35% −2.00%
2017 −34.84% +19.19% +29.92%
2016 +7.85% +9.73% +4.93%
2015 +9.58% +0.50% +8.64%
2014 +29.78% +12.61% +18.29%
2013 +31.08% +30.35% +34.61%
2012 −15.27% +14.01% +16.10%
2011 +23.10% −1.04% +0.41%
2010 −10.45% +13.35% +18.14%
2009 +146.50% +23.01% +50.61%
2008 −60.99% −36.85% −41.78%
2007 −19.88% +1.01% +14.35%
2006 +34.52% +13.00% +4.50%
2005 +32.69% +1.36% −1.77%
2004 +11.17% +7.21% +7.03%
2003 +241.19% +25.82% +46.93%
2002 −61.69% −23.41% −38.83%
2001 −60.08% −13.10% −34.36%
2000 −91.25% −12.70% −38.21%
1999 +549.17% +17.24% +75.08%
1998 +48.21% +26.65%
1997 +31.24%
1996 +18.63%
1995 +34.60%
1994 −2.22%
1993 +6.23%

Drawdowns

Thu 2020-05-28? to Thu 2026-04-02 Current
Drawdown
Worst
Drawdown
MSTR
×
−75.64% −90.52%
2022-12-29
MicroStrategy Incorporated NASDAQ Common Stock
SPY
×
−6.28% −29.17%
2022-10-12
SPDR S&P 500 ETF Trust Exchange-Traded Fund
QQQ
×
−8.62% −39.59%
2022-11-03
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
SGOV
×
−7.34% −13.24%
2022-07-01
iShares Trust Exchange-Traded Fund