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 Tue 2025-09-30 YTD
Return
TRR
Price
MSTY
×
+5.12%
2025-09-30
3.099 TRR
2025-09-30
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTR
×
+8.12%
2025-09-30
15.3 TRR
2025-09-30
MicroStrategy Incorporated NASDAQ Common Stock

Returns

Thu 2024-02-22? to Tue 2025-09-30 Overall
Return
Exponential
Trendline
MSTY
×
+209.88%
+102.37%/yr
+86.95%/yr
(R2=0.746)
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTR
×
+331.11%
+148.62%/yr
+127.66%/yr
(R2=0.724)
MicroStrategy Incorporated NASDAQ Common Stock

Growth of $10,000

Thu 2024-02-22? to Tue 2025-09-30 Start
Value
End
Value
MSTY
×
$10,000.00
2024-02-22
$30,987.79
2025-09-30
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTR
×
$10,000.00
2024-02-22
$43,110.78
2025-09-30
MicroStrategy Incorporated NASDAQ Common Stock

Annual Returns

Year MSTY MSTR
2025 (YTD) +5.12% +8.12%
2024 +194.78% +345.71%
2023 +331.63%
2022 −75.58%
2021 +30.92%
2020 +168.81%
2019 +9.15%
2018 −4.57%
2017 −34.84%
2016 +7.84%
2015 +9.62%
2014 +29.75%
2013 +31.04%
2012 −15.27%
2011 +23.14%
2010 −10.47%
2009 +146.51%
2008 −60.98%
2007 −19.89%
2006 +34.53%
2005 +32.68%
2004 +11.17%
2003 +241.09%
2002 −61.69%
2001 −60.09%
2000 −91.25%
1999 +549.15%
1998 +48.20%

Drawdowns

Thu 2024-02-22? to Tue 2025-09-30 Current
Drawdown
Worst
Drawdown
MSTY
×
−26.22% −41.52%
2025-03-10
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTR
×
−33.92% −50.49%
2025-04-08
MicroStrategy Incorporated NASDAQ Common Stock