All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

MSTY,MSTR,BTC: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Wed 2024-07-31? to Tue 2025-09-02 YTD
Return
TRR
Price
MSTY
×
+4.29%
2025-09-02
3.073 TRR
2025-09-02
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTR
×
+14.96%
2025-09-02
16.27 TRR
2025-09-02
MicroStrategy Incorporated NASDAQ Common Stock
BTC
×
+14.25%
2025-09-02
1.647 TRR
2025-09-02
Grayscale Bitcoin Mini Trust (BTC) Exchange-Traded Fund

Returns

Wed 2024-07-31? to Tue 2025-09-02 Overall
Return
Exponential
Trendline
MSTY
×
+55.46%
+49.91%/yr
+94.75%/yr
(R2=0.593)
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTR
×
+105.54%
+93.70%/yr
+144.48%/yr
(R2=0.575)
MicroStrategy Incorporated NASDAQ Common Stock
BTC
×
+64.70%
+58.07%/yr
+79.17%/yr
(R2=0.702)
Grayscale Bitcoin Mini Trust (BTC) Exchange-Traded Fund

Growth of $10,000

Wed 2024-07-31? to Tue 2025-09-02 Start
Value
End
Value
MSTY
×
$10,000.00
2024-07-31
$15,545.72
2025-09-02
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTR
×
$10,000.00
2024-07-31
$20,553.52
2025-09-02
MicroStrategy Incorporated NASDAQ Common Stock
BTC
×
$10,000.00
2024-07-31
$16,469.80
2025-09-02
Grayscale Bitcoin Mini Trust (BTC) Exchange-Traded Fund

Annual Returns

Year MSTY MSTR BTC
2025 (YTD) +4.29% +14.96% +14.25%
2024 +194.71% +345.72% +44.16%
2023 +331.80%
2022 −75.59%
2021 +30.90%
2020 +168.84%
2019 +9.11%
2018 −4.52%
2017 −34.86%
2016 +7.86%
2015 +9.60%
2014 +29.78%
2013 +31.06%
2012 −15.25%
2011 +23.04%
2010 −10.43%
2009 +146.55%
2008 −60.99%
2007 −19.89%
2006 +34.56%
2005 +32.68%
2004 +11.16%
2003 +241.14%
2002 −61.69%
2001 −60.09%
2000 −91.25%
1999 +549.20%
1998 +48.19%

Drawdowns

Wed 2024-07-31? to Tue 2025-09-02 Current
Drawdown
Worst
Drawdown
MSTY
×
−26.81% −41.49%
2025-03-10
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTR
×
−29.75% −50.49%
2025-04-08
MicroStrategy Incorporated NASDAQ Common Stock
BTC
×
−9.98% −29.15%
2025-04-08
Grayscale Bitcoin Mini Trust (BTC) Exchange-Traded Fund