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 Mon 2025-12-15 YTD
Return
TRR
Price
MSTY
×
−42.32%
2025-12-15
1.7 TRR
2025-12-15
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTR
×
−45.96%
2025-12-15
7.649 TRR
2025-12-15
MicroStrategy Incorporated NASDAQ Common Stock

Returns

Thu 2024-02-22? to Mon 2025-12-15 Overall
Return
Exponential
Trendline
MSTY
×
+70.02%
+34.02%/yr
+49.00%/yr
(R2=0.413)
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTR
×
+115.47%
+52.74%/yr
+73.82%/yr
(R2=0.454)
MicroStrategy Incorporated NASDAQ Common Stock

Growth of $10,000

Thu 2024-02-22? to Mon 2025-12-15 Start
Value
End
Value
MSTY
×
$10,000.00
2024-02-22
$17,002.14
2025-12-15
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTR
×
$10,000.00
2024-02-22
$21,547.46
2025-12-15
MicroStrategy Incorporated NASDAQ Common Stock

Annual Returns

Year MSTY MSTR
2025 (YTD) −42.32% −45.96%
2024 +194.75% +345.68%
2023 +331.62%
2022 −75.58%
2021 +30.93%
2020 +168.74%
2019 +9.15%
2018 −4.54%
2017 −34.84%
2016 +7.87%
2015 +9.60%
2014 +29.74%
2013 +31.08%
2012 −15.30%
2011 +23.16%
2010 −10.47%
2009 +146.53%
2008 −61.00%
2007 −19.87%
2006 +34.52%
2005 +32.66%
2004 +11.22%
2003 +241.13%
2002 −61.69%
2001 −60.08%
2000 −91.25%
1999 +549.12%
1998 +48.23%

Drawdowns

Thu 2024-02-22? to Mon 2025-12-15 Current
Drawdown
Worst
Drawdown
MSTY
×
−59.52% −59.52%
2025-12-15
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTR
×
−66.97% −66.97%
2025-12-15
MicroStrategy Incorporated NASDAQ Common Stock