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 2025-11-25 YTD
Return
TRR
Price
MSTY
×
−40.22%
2025-11-25
1.761 TRR
2025-11-25
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTR
×
−42.49%
2025-11-25
8.138 TRR
2025-11-25
MicroStrategy Incorporated NASDAQ Common Stock

Returns

Thu 2024-02-22? to Tue 2025-11-25 Overall
Return
Exponential
Trendline
MSTY
×
+76.14%
+38.00%/yr
+59.45%/yr
(R2=0.534)
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTR
×
+129.31%
+60.34%/yr
+88.52%/yr
(R2=0.556)
MicroStrategy Incorporated NASDAQ Common Stock

Growth of $10,000

Thu 2024-02-22? to Tue 2025-11-25 Start
Value
End
Value
MSTY
×
$10,000.00
2024-02-22
$17,614.21
2025-11-25
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTR
×
$10,000.00
2024-02-22
$22,931.15
2025-11-25
MicroStrategy Incorporated NASDAQ Common Stock

Annual Returns

Year MSTY MSTR
2025 (YTD) −40.22% −42.49%
2024 +194.67% +345.70%
2023 +331.75%
2022 −75.58%
2021 +30.92%
2020 +168.75%
2019 +9.16%
2018 −4.55%
2017 −34.86%
2016 +7.89%
2015 +9.57%
2014 +29.79%
2013 +31.05%
2012 −15.26%
2011 +23.11%
2010 −10.49%
2009 +146.57%
2008 −60.98%
2007 −19.90%
2006 +34.60%
2005 +32.62%
2004 +11.18%
2003 +241.08%
2002 −61.68%
2001 −60.08%
2000 −91.25%
1999 +549.35%
1998 +48.16%

Drawdowns

Thu 2024-02-22? to Tue 2025-11-25 Current
Drawdown
Worst
Drawdown
MSTY
×
−58.07% −58.72%
2025-11-21
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTR
×
−64.86% −65.19%
2025-11-21
MicroStrategy Incorporated NASDAQ Common Stock