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 Thu 2025-07-31 YTD
Return
TRR
Price
MSTY
×
+28.80%
2025-07-31
3.797 TRR
2025-07-31
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTR
×
+35.46%
2025-07-31
19.16 TRR
2025-07-31
MicroStrategy Incorporated NASDAQ Common Stock

Returns

Thu 2024-02-22? to Thu 2025-07-31 Overall
Return
Exponential
Trendline
MSTY
×
+279.75%
+153.02%/yr
+107.61%/yr
(R2=0.788)
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTR
×
+440.13%
+223.30%/yr
+160.71%/yr
(R2=0.761)
MicroStrategy Incorporated NASDAQ Common Stock

Growth of $10,000

Thu 2024-02-22? to Thu 2025-07-31 Start
Value
End
Value
MSTY
×
$10,000.00
2024-02-22
$37,974.68
2025-07-31
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTR
×
$10,000.00
2024-02-22
$54,013.44
2025-07-31
MicroStrategy Incorporated NASDAQ Common Stock

Annual Returns

Year MSTY MSTR
2025 (YTD) +28.80% +35.46%
2024 +194.84% +345.70%
2023 +331.65%
2022 −75.58%
2021 +30.91%
2020 +168.84%
2019 +9.12%
2018 −4.53%
2017 −34.85%
2016 +7.88%
2015 +9.57%
2014 +29.77%
2013 +31.03%
2012 −15.27%
2011 +23.08%
2010 −10.44%
2009 +146.58%
2008 −61.00%
2007 −19.87%
2006 +34.54%
2005 +32.62%
2004 +11.23%
2003 +241.09%
2002 −61.68%
2001 −60.09%
2000 −91.25%
1999 +549.15%
1998 +48.16%

Drawdowns

Thu 2024-02-22? to Thu 2025-07-31 Current
Drawdown
Worst
Drawdown
MSTY
×
−9.55% −41.55%
2025-03-10
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTR
×
−17.22% −50.49%
2025-04-08
MicroStrategy Incorporated NASDAQ Common Stock