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

Total Real Returns

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

Thu 2024-08-15? to Tue 2025-07-15 YTD
Return
TRR
Price
MSTX
×
+29.48%
2025-07-15
3.064 TRR
2025-07-15
Defiance Daily Target 1.75x Long MSTR ETF NASDAQ Exchange-Traded Fund
MSTR
×
+49.27%
2025-07-15
21.12 TRR
2025-07-15
MicroStrategy Incorporated NASDAQ Common Stock

Returns

Thu 2024-08-15? to Tue 2025-07-15 Overall
Return
Exponential
Trendline
MSTX
×
+206.38%
+240.21%/yr
+63.40%/yr
(R2=0.078)
Defiance Daily Target 1.75x Long MSTR ETF NASDAQ Exchange-Traded Fund
MSTR
×
+226.69%
+264.96%/yr
+172.30%/yr
(R2=0.544)
MicroStrategy Incorporated NASDAQ Common Stock

Growth of $10,000

Thu 2024-08-15? to Tue 2025-07-15 Start
Value
End
Value
MSTX
×
$10,000.00
2024-08-15
$30,637.74
2025-07-15
Defiance Daily Target 1.75x Long MSTR ETF NASDAQ Exchange-Traded Fund
MSTR
×
$10,000.00
2024-08-15
$32,669.33
2025-07-15
MicroStrategy Incorporated NASDAQ Common Stock

Annual Returns

Year MSTX MSTR
2025 (YTD) +29.48% +49.27%
2024 +136.62% +345.66%
2023 +331.75%
2022 −75.58%
2021 +30.91%
2020 +168.81%
2019 +9.14%
2018 −4.53%
2017 −34.85%
2016 +7.84%
2015 +9.63%
2014 +29.75%
2013 +31.07%
2012 −15.29%
2011 +23.11%
2010 −10.46%
2009 +146.54%
2008 −60.99%
2007 −19.89%
2006 +34.59%
2005 +32.68%
2004 +11.15%
2003 +241.19%
2002 −61.70%
2001 −60.09%
2000 −91.25%
1999 +549.24%
1998 +48.19%

Drawdowns

Thu 2024-08-15? to Tue 2025-07-15 Current
Drawdown
Worst
Drawdown
MSTX
×
−63.59% −86.79%
2025-04-08
Defiance Daily Target 1.75x Long MSTR ETF NASDAQ Exchange-Traded Fund
MSTR
×
−8.78% −50.49%
2025-04-08
MicroStrategy Incorporated NASDAQ Common Stock