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 Mon 2025-10-20 YTD
Return
TRR
Price
MSTY
×
−2.60%
2025-10-20
2.828 TRR
2025-10-20
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTR
×
−0.62%
2025-10-20
14.06 TRR
2025-10-20
MicroStrategy Incorporated NASDAQ Common Stock

Returns

Thu 2024-02-22? to Mon 2025-10-20 Overall
Return
Exponential
Trendline
MSTY
×
+182.76%
+87.10%/yr
+79.26%/yr
(R2=0.712)
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTR
×
+296.22%
+129.29%/yr
+116.68%/yr
(R2=0.699)
MicroStrategy Incorporated NASDAQ Common Stock

Growth of $10,000

Thu 2024-02-22? to Mon 2025-10-20 Start
Value
End
Value
MSTY
×
$10,000.00
2024-02-22
$28,275.54
2025-10-20
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTR
×
$10,000.00
2024-02-22
$39,621.96
2025-10-20
MicroStrategy Incorporated NASDAQ Common Stock

Annual Returns

Year MSTY MSTR
2025 (YTD) −2.60% −0.62%
2024 +194.86% +345.68%
2023 +331.79%
2022 −75.58%
2021 +30.92%
2020 +168.81%
2019 +9.13%
2018 −4.50%
2017 −34.86%
2016 +7.87%
2015 +9.56%
2014 +29.76%
2013 +31.07%
2012 −15.25%
2011 +23.11%
2010 −10.45%
2009 +146.48%
2008 −61.00%
2007 −19.86%
2006 +34.55%
2005 +32.62%
2004 +11.21%
2003 +241.14%
2002 −61.69%
2001 −60.10%
2000 −91.25%
1999 +549.14%
1998 +48.22%

Drawdowns

Thu 2024-02-22? to Mon 2025-10-20 Current
Drawdown
Worst
Drawdown
MSTY
×
−32.69% −41.53%
2025-03-10
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTR
×
−39.27% −50.49%
2025-04-08
MicroStrategy Incorporated NASDAQ Common Stock