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

Total Real Returns

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

Thu 2020-05-28? to Wed 2025-09-10 YTD
Return
TRR
Price
MSTR
×
+9.72%
2025-09-10
15.52 TRR
2025-09-10
MicroStrategy Incorporated NASDAQ Common Stock
SPY
×
+8.97%
2025-09-10
11.76 TRR
2025-09-10
SPDR S&P 500 ETF Trust Exchange-Traded Fund
QQQ
×
+10.86%
2025-09-10
6.812 TRR
2025-09-10
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
SGOV
×
+0.24%
2025-09-10
0.9162 TRR
2025-09-10
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund
VXUS
×
+21.01%
2025-09-10
1.536 TRR
2025-09-10
Vanguard Total International Stock Index Fund ETF Shares NASDAQ Exchange-Traded Fund
GLD
×
+34.78%
2025-09-10
4.449 TRR
2025-09-10
SPDR Gold Shares Exchange-Traded Fund

Returns

Thu 2020-05-28? to Wed 2025-09-10 Overall
Return
Exponential
Trendline
MSTR
×
+1,959.62%
+77.22%/yr
+57.21%/yr
(R2=0.496)
MicroStrategy Incorporated NASDAQ Common Stock
SPY
×
+83.63%
+12.18%/yr
+7.41%/yr
(R2=0.549)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
QQQ
×
+106.26%
+14.68%/yr
+8.34%/yr
(R2=0.432)
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
SGOV
×
−8.38%
−1.64%/yr
−1.64%/yr
(R2=0.364)
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund
VXUS
×
+42.09%
+6.87%/yr
+0.28%/yr
(R2=0.002)
Vanguard Total International Stock Index Fund ETF Shares NASDAQ Exchange-Traded Fund
GLD
×
+63.93%
+9.80%/yr
+5.74%/yr
(R2=0.303)
SPDR Gold Shares Exchange-Traded Fund

Growth of $10,000

Thu 2020-05-28? to Wed 2025-09-10 Start
Value
End
Value
MSTR
×
$10,000.00
2020-05-28
$205,962.15
2025-09-10
MicroStrategy Incorporated NASDAQ Common Stock
SPY
×
$10,000.00
2020-05-28
$18,362.80
2025-09-10
SPDR S&P 500 ETF Trust Exchange-Traded Fund
QQQ
×
$10,000.00
2020-05-28
$20,625.84
2025-09-10
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
SGOV
×
$10,000.00
2020-05-28
$9,162.03
2025-09-10
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund
VXUS
×
$10,000.00
2020-05-28
$14,209.29
2025-09-10
Vanguard Total International Stock Index Fund ETF Shares NASDAQ Exchange-Traded Fund
GLD
×
$10,000.00
2020-05-28
$16,393.33
2025-09-10
SPDR Gold Shares Exchange-Traded Fund

Annual Returns

Year MSTR SPY QQQ SGOV VXUS GLD
2025 (YTD) +9.72% +8.97% +10.86% +0.24% +21.01% +34.78%
2024 +345.67% +21.39% +22.06% +2.33% +2.13% +23.11%
2023 +331.82% +22.09% +49.84% +1.71% +12.14% +9.04%
2022 −75.58% −23.14% −36.68% −4.59% −21.18% −6.80%
2021 +30.91% +20.27% +19.04% −6.54% +1.83% −10.45%
2020 +168.72% +16.74% +46.63% −1.52% +9.18% +23.13%
2019 +9.16% +28.29% +35.86% +19.02% +15.23%
2018 −4.52% −6.36% −2.00% −16.02% −3.78%
2017 −34.85% +19.19% +29.92% +24.82% +10.47%
2016 +7.85% +9.73% +4.92% +2.64% +5.85%
2015 +9.63% +0.50% +8.64% −4.88% −11.32%
2014 +29.67% +12.61% +18.29% −5.46% −2.92%
2013 +31.08% +30.34% +34.61% +12.91% −29.39%
2012 −15.23% +14.02% +16.09% +16.58% +4.78%
2011 +23.10% −1.04% +0.41% −16.55% +6.41%
2010 −10.48% +13.36% +18.14% +27.36%
2009 +146.55% +23.00% +50.62% +20.74%
2008 −60.99% −36.85% −41.78% +4.83%
2007 −19.87% +1.01% +14.36% +25.32%
2006 +34.51% +13.00% +4.51% +19.54%
2005 +32.62% +1.35% −1.79% +13.86%
2004 +11.23% +7.21% +7.04% −0.96%
2003 +241.20% +25.82% +46.91%
2002 −61.70% −23.41% −38.82%
2001 −60.08% −13.11% −34.36%
2000 −91.25% −12.70% −38.21%
1999 +549.20% +17.25% +75.07%
1998 +48.17% +26.65%
1997 +31.24%
1996 +18.56%
1995 +34.63%
1994 −2.22%
1993 +6.29%

Drawdowns

Thu 2020-05-28? to Wed 2025-09-10 Current
Drawdown
Worst
Drawdown
MSTR
×
−32.95% −90.53%
2022-12-29
MicroStrategy Incorporated NASDAQ Common Stock
SPY
×
0.00% −29.17%
2022-10-12
SPDR S&P 500 ETF Trust Exchange-Traded Fund
QQQ
×
−0.18% −39.59%
2022-11-03
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
SGOV
×
−8.38% −13.24%
2022-07-01
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund
VXUS
×
0.00% −35.85%
2022-10-14
Vanguard Total International Stock Index Fund ETF Shares NASDAQ Exchange-Traded Fund
GLD
×
0.00% −31.95%
2022-10-20
SPDR Gold Shares Exchange-Traded Fund