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

Total Real Returns

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

Thu 2024-02-22? to Fri 2025-05-23 YTD
Return
TRR
Price
MSTY
×
+18.76%
2025-05-23
3.501 TRR
2025-05-23
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTR
×
+25.34%
2025-05-23
17.74 TRR
2025-05-23
MicroStrategy Incorporated NASDAQ Common Stock

Returns

Thu 2024-02-22? to Fri 2025-05-23 Overall
Return
Exponential
Trendline
MSTY
×
+250.15%
+172.86%/yr
+114.02%/yr
(R2=0.730)
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTR
×
+399.74%
+262.82%/yr
+177.81%/yr
(R2=0.712)
MicroStrategy Incorporated NASDAQ Common Stock

Growth of $10,000

Thu 2024-02-22? to Fri 2025-05-23 Start
Value
End
Value
MSTY
×
$10,000.00
2024-02-22
$35,014.64
2025-05-23
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTR
×
$10,000.00
2024-02-22
$49,974.30
2025-05-23
MicroStrategy Incorporated NASDAQ Common Stock

Annual Returns

Year MSTY MSTR
2025 (YTD) +18.76% +25.34%
2024 +194.83% +345.65%
2023 +331.79%
2022 −75.58%
2021 +30.93%
2020 +168.76%
2019 +9.12%
2018 −4.50%
2017 −34.87%
2016 +7.89%
2015 +9.59%
2014 +29.71%
2013 +31.06%
2012 −15.24%
2011 +23.06%
2010 −10.44%
2009 +146.56%
2008 −61.00%
2007 −19.83%
2006 +34.54%
2005 +32.65%
2004 +11.17%
2003 +241.09%
2002 −61.69%
2001 −60.09%
2000 −91.25%
1999 +549.27%
1998 +48.20%

Drawdowns

Thu 2024-02-22? to Fri 2025-05-23 Current
Drawdown
Worst
Drawdown
MSTY
×
−13.92% −41.52%
2025-03-10
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTR
×
−23.40% −50.49%
2025-04-08
MicroStrategy Incorporated NASDAQ Common Stock