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 Thu 2025-07-10 YTD
Return
TRR
Price
MSTY
×
+37.77%
2025-07-10
3.983 TRR
2025-07-10
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTR
×
+42.60%
2025-07-10
20.18 TRR
2025-07-10
MicroStrategy Incorporated NASDAQ Common Stock

Returns

Thu 2024-02-22? to Thu 2025-07-10 Overall
Return
Exponential
Trendline
MSTY
×
+298.34%
+172.28%/yr
+108.68%/yr
(R2=0.769)
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTR
×
+468.61%
+252.38%/yr
+164.83%/yr
(R2=0.745)
MicroStrategy Incorporated NASDAQ Common Stock

Growth of $10,000

Thu 2024-02-22? to Thu 2025-07-10 Start
Value
End
Value
MSTY
×
$10,000.00
2024-02-22
$39,834.41
2025-07-10
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTR
×
$10,000.00
2024-02-22
$56,861.26
2025-07-10
MicroStrategy Incorporated NASDAQ Common Stock

Annual Returns

Year MSTY MSTR
2025 (YTD) +37.77% +42.60%
2024 +194.76% +345.68%
2023 +331.75%
2022 −75.58%
2021 +30.91%
2020 +168.75%
2019 +9.15%
2018 −4.49%
2017 −34.88%
2016 +7.86%
2015 +9.60%
2014 +29.74%
2013 +31.05%
2012 −15.26%
2011 +23.07%
2010 −10.41%
2009 +146.49%
2008 −60.99%
2007 −19.88%
2006 +34.49%
2005 +32.75%
2004 +11.15%
2003 +241.15%
2002 −61.69%
2001 −60.10%
2000 −91.25%
1999 +549.24%
1998 +48.18%

Drawdowns

Thu 2024-02-22? to Thu 2025-07-10 Current
Drawdown
Worst
Drawdown
MSTY
×
−2.08% −41.52%
2025-03-10
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTR
×
−12.85% −50.49%
2025-04-08
MicroStrategy Incorporated NASDAQ Common Stock