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 Wed 2025-08-20 YTD
Return
TRR
Price
MSTY
×
+12.15%
2025-08-20
3.306 TRR
2025-08-20
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTR
×
+16.00%
2025-08-20
16.41 TRR
2025-08-20
MicroStrategy Incorporated NASDAQ Common Stock

Returns

Thu 2024-02-22? to Wed 2025-08-20 Overall
Return
Exponential
Trendline
MSTY
×
+230.61%
+122.86%/yr
+101.82%/yr
(R2=0.785)
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTR
×
+362.49%
+179.09%/yr
+151.68%/yr
(R2=0.761)
MicroStrategy Incorporated NASDAQ Common Stock

Growth of $10,000

Thu 2024-02-22? to Wed 2025-08-20 Start
Value
End
Value
MSTY
×
$10,000.00
2024-02-22
$33,060.91
2025-08-20
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTR
×
$10,000.00
2024-02-22
$46,248.99
2025-08-20
MicroStrategy Incorporated NASDAQ Common Stock

Annual Returns

Year MSTY MSTR
2025 (YTD) +12.15% +16.00%
2024 +194.80% +345.70%
2023 +331.69%
2022 −75.58%
2021 +30.92%
2020 +168.71%
2019 +9.18%
2018 −4.53%
2017 −34.86%
2016 +7.87%
2015 +9.56%
2014 +29.74%
2013 +31.08%
2012 −15.26%
2011 +23.06%
2010 −10.43%
2009 +146.59%
2008 −61.00%
2007 −19.86%
2006 +34.51%
2005 +32.71%
2004 +11.16%
2003 +241.19%
2002 −61.70%
2001 −60.08%
2000 −91.25%
1999 +549.21%
1998 +48.19%

Drawdowns

Thu 2024-02-22? to Wed 2025-08-20 Current
Drawdown
Worst
Drawdown
MSTY
×
−21.27% −41.53%
2025-03-10
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTR
×
−29.11% −50.49%
2025-04-08
MicroStrategy Incorporated NASDAQ Common Stock