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 Mon 2025-06-02 YTD
Return
TRR
Price
MSTX
×
−0.47%
2025-06-02
2.355 TRR
2025-06-02
Defiance Daily Target 1.75x Long MSTR ETF NASDAQ Exchange-Traded Fund
MSTR
×
+26.20%
2025-06-02
17.85 TRR
2025-06-02
MicroStrategy Incorporated NASDAQ Common Stock

Returns

Thu 2024-08-15? to Mon 2025-06-02 Overall
Return
Exponential
Trendline
MSTX
×
+135.54%
+193.08%/yr
+86.15%/yr
(R2=0.084)
Defiance Daily Target 1.75x Long MSTR ETF NASDAQ Exchange-Traded Fund
MSTR
×
+176.21%
+257.94%/yr
+210.34%/yr
(R2=0.515)
MicroStrategy Incorporated NASDAQ Common Stock

Growth of $10,000

Thu 2024-08-15? to Mon 2025-06-02 Start
Value
End
Value
MSTX
×
$10,000.00
2024-08-15
$23,553.50
2025-06-02
Defiance Daily Target 1.75x Long MSTR ETF NASDAQ Exchange-Traded Fund
MSTR
×
$10,000.00
2024-08-15
$27,620.57
2025-06-02
MicroStrategy Incorporated NASDAQ Common Stock

Annual Returns

Year MSTX MSTR
2025 (YTD) −0.47% +26.20%
2024 +136.66% +345.67%
2023 +331.77%
2022 −75.58%
2021 +30.93%
2020 +168.78%
2019 +9.11%
2018 −4.50%
2017 −34.86%
2016 +7.84%
2015 +9.63%
2014 +29.70%
2013 +31.14%
2012 −15.29%
2011 +23.05%
2010 −10.43%
2009 +146.61%
2008 −60.98%
2007 −19.88%
2006 +34.52%
2005 +32.61%
2004 +11.21%
2003 +241.19%
2002 −61.69%
2001 −60.09%
2000 −91.25%
1999 +549.24%
1998 +48.15%

Drawdowns

Thu 2024-08-15? to Mon 2025-06-02 Current
Drawdown
Worst
Drawdown
MSTX
×
−72.01% −86.80%
2025-04-08
Defiance Daily Target 1.75x Long MSTR ETF NASDAQ Exchange-Traded Fund
MSTR
×
−22.88% −50.49%
2025-04-08
MicroStrategy Incorporated NASDAQ Common Stock