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 2025-09-10 YTD
Return
TRR
Price
MSTY
×
+8.39%
2025-09-10
3.194 TRR
2025-09-10
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTR
×
+9.79%
2025-09-10
15.54 TRR
2025-09-10
MicroStrategy Incorporated NASDAQ Common Stock

Returns

Thu 2024-02-22? to Wed 2025-09-10 Overall
Return
Exponential
Trendline
MSTY
×
+219.35%
+111.55%/yr
+94.25%/yr
(R2=0.768)
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTR
×
+337.78%
+159.31%/yr
+139.42%/yr
(R2=0.744)
MicroStrategy Incorporated NASDAQ Common Stock

Growth of $10,000

Thu 2024-02-22? to Wed 2025-09-10 Start
Value
End
Value
MSTY
×
$10,000.00
2024-02-22
$31,935.22
2025-09-10
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTR
×
$10,000.00
2024-02-22
$43,777.66
2025-09-10
MicroStrategy Incorporated NASDAQ Common Stock

Annual Returns

Year MSTY MSTR
2025 (YTD) +8.39% +9.79%
2024 +194.64% +345.71%
2023 +331.78%
2022 −75.58%
2021 +30.93%
2020 +168.80%
2019 +9.10%
2018 −4.52%
2017 −34.84%
2016 +7.86%
2015 +9.59%
2014 +29.76%
2013 +31.03%
2012 −15.24%
2011 +23.02%
2010 −10.42%
2009 +146.55%
2008 −60.99%
2007 −19.88%
2006 +34.53%
2005 +32.65%
2004 +11.21%
2003 +241.07%
2002 −61.69%
2001 −60.09%
2000 −91.25%
1999 +549.17%
1998 +48.22%

Drawdowns

Thu 2024-02-22? to Wed 2025-09-10 Current
Drawdown
Worst
Drawdown
MSTY
×
−23.94% −41.55%
2025-03-10
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTR
×
−32.91% −50.49%
2025-04-08
MicroStrategy Incorporated NASDAQ Common Stock