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 2025-06-17 YTD
Return
TRR
Price
MSTY
×
+23.08%
2025-06-17
3.627 TRR
2025-06-17
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTR
×
+27.05%
2025-06-17
17.98 TRR
2025-06-17
MicroStrategy Incorporated NASDAQ Common Stock

Returns

Thu 2024-02-22? to Tue 2025-06-17 Overall
Return
Exponential
Trendline
MSTY
×
+262.67%
+165.99%/yr
+111.03%/yr
(R2=0.751)
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTR
×
+406.59%
+242.83%/yr
+171.09%/yr
(R2=0.731)
MicroStrategy Incorporated NASDAQ Common Stock

Growth of $10,000

Thu 2024-02-22? to Tue 2025-06-17 Start
Value
End
Value
MSTY
×
$10,000.00
2024-02-22
$36,267.18
2025-06-17
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTR
×
$10,000.00
2024-02-22
$50,658.93
2025-06-17
MicroStrategy Incorporated NASDAQ Common Stock

Annual Returns

Year MSTY MSTR
2025 (YTD) +23.08% +27.05%
2024 +194.66% +345.68%
2023 +331.66%
2022 −75.58%
2021 +30.91%
2020 +168.81%
2019 +9.17%
2018 −4.55%
2017 −34.85%
2016 +7.87%
2015 +9.57%
2014 +29.72%
2013 +31.09%
2012 −15.28%
2011 +23.11%
2010 −10.42%
2009 +146.48%
2008 −60.99%
2007 −19.86%
2006 +34.47%
2005 +32.68%
2004 +11.20%
2003 +241.18%
2002 −61.69%
2001 −60.09%
2000 −91.25%
1999 +549.32%
1998 +48.16%

Drawdowns

Thu 2024-02-22? to Tue 2025-06-17 Current
Drawdown
Worst
Drawdown
MSTY
×
−10.82% −41.53%
2025-03-10
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTR
×
−22.36% −50.49%
2025-04-08
MicroStrategy Incorporated NASDAQ Common Stock