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 2025-03-21 YTD
Return
TRR
Price
MSTY
×
+1.51%
2025-03-21
2.991 TRR
2025-03-21
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTR
×
+3.66%
2025-03-21
14.66 TRR
2025-03-21
MicroStrategy Incorporated NASDAQ Common Stock

Returns

Thu 2024-02-22? to Fri 2025-03-21 Overall
Return
Exponential
Trendline
MSTY
×
+199.13%
+176.86%/yr
+126.58%/yr
(R2=0.682)
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTR
×
+313.32%
+273.92%/yr
+199.75%/yr
(R2=0.658)
MicroStrategy Incorporated NASDAQ Common Stock

Growth of $10,000

Thu 2024-02-22? to Fri 2025-03-21 Start
Value
End
Value
MSTY
×
$10,000.00
2024-02-22
$29,912.63
2025-03-21
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTR
×
$10,000.00
2024-02-22
$41,332.43
2025-03-21
MicroStrategy Incorporated NASDAQ Common Stock

Annual Returns

Year MSTY MSTR
2025 (YTD) +1.51% +3.66%
2024 +194.69% +345.70%
2023 +331.76%
2022 −75.58%
2021 +30.94%
2020 +168.71%
2019 +9.17%
2018 −4.52%
2017 −34.86%
2016 +7.84%
2015 +9.64%
2014 +29.69%
2013 +31.08%
2012 −15.25%
2011 +23.11%
2010 −10.42%
2009 +146.41%
2008 −60.99%
2007 −19.88%
2006 +34.58%
2005 +32.61%
2004 +11.21%
2003 +241.08%
2002 −61.68%
2001 −60.10%
2000 −91.25%
1999 +549.27%
1998 +48.14%

Drawdowns

Thu 2024-02-22? to Fri 2025-03-21 Current
Drawdown
Worst
Drawdown
MSTY
×
−26.46% −41.53%
2025-03-10
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTR
×
−36.65% −50.10%
2025-03-10
MicroStrategy Incorporated NASDAQ Common Stock