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 2026-02-20 YTD
Return
TRR
Price
MSTY
×
−12.62%
2026-02-20
1.437 TRR
2026-02-20
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTR
×
−14.20%
2026-02-20
6.205 TRR
2026-02-20
MicroStrategy Incorporated NASDAQ Common Stock

Returns

Thu 2024-02-22? to Fri 2026-02-20 Overall
Return
Exponential
Trendline
MSTY
×
+43.72%
+19.93%/yr
+21.08%/yr
(R2=0.107)
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTR
×
+74.80%
+32.29%/yr
+34.66%/yr
(R2=0.156)
MicroStrategy Incorporated NASDAQ Common Stock

Growth of $10,000

Thu 2024-02-22? to Fri 2026-02-20 Start
Value
End
Value
MSTY
×
$10,000.00
2024-02-22
$14,371.92
2026-02-20
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTR
×
$10,000.00
2024-02-22
$17,480.33
2026-02-20
MicroStrategy Incorporated NASDAQ Common Stock

Annual Returns

Year MSTY MSTR
2026 (YTD) −12.62% −14.20%
2025 −44.20% −48.90%
2024 +194.77% +345.68%
2023 +331.60%
2022 −75.57%
2021 +30.93%
2020 +168.75%
2019 +9.18%
2018 −4.55%
2017 −34.85%
2016 +7.86%
2015 +9.59%
2014 +29.71%
2013 +31.09%
2012 −15.23%
2011 +23.07%
2010 −10.44%
2009 +146.48%
2008 −61.00%
2007 −19.88%
2006 +34.58%
2005 +32.69%
2004 +11.15%
2003 +241.15%
2002 −61.69%
2001 −60.08%
2000 −91.25%
1999 +549.30%
1998 +48.20%

Drawdowns

Thu 2024-02-22? to Fri 2026-02-20 Current
Drawdown
Worst
Drawdown
MSTY
×
−65.78% −72.01%
2026-02-05
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTR
×
−73.21% −78.10%
2026-02-05
MicroStrategy Incorporated NASDAQ Common Stock