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 Wed 2025-10-01 YTD
Return
TRR
Price
MSTY
×
+8.06%
2025-10-01
3.185 TRR
2025-10-01
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTR
×
+13.55%
2025-10-01
16.07 TRR
2025-10-01
MicroStrategy Incorporated NASDAQ Common Stock
BTC
×
+20.79%
2025-10-01
1.741 TRR
2025-10-01
Grayscale Bitcoin Mini Trust (BTC) Exchange-Traded Fund

Returns

Wed 2024-07-31? to Wed 2025-10-01 Overall
Return
Exponential
Trendline
MSTY
×
+61.13%
+50.39%/yr
+76.55%/yr
(R2=0.532)
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTR
×
+103.01%
+83.25%/yr
+112.44%/yr
(R2=0.506)
MicroStrategy Incorporated NASDAQ Common Stock
BTC
×
+74.14%
+60.72%/yr
+72.68%/yr
(R2=0.710)
Grayscale Bitcoin Mini Trust (BTC) Exchange-Traded Fund

Growth of $10,000

Wed 2024-07-31? to Wed 2025-10-01 Start
Value
End
Value
MSTY
×
$10,000.00
2024-07-31
$16,112.73
2025-10-01
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTR
×
$10,000.00
2024-07-31
$20,300.54
2025-10-01
MicroStrategy Incorporated NASDAQ Common Stock
BTC
×
$10,000.00
2024-07-31
$17,413.85
2025-10-01
Grayscale Bitcoin Mini Trust (BTC) Exchange-Traded Fund

Annual Returns

Year MSTY MSTR BTC
2025 (YTD) +8.06% +13.55% +20.79%
2024 +194.72% +345.69% +44.16%
2023 +331.70%
2022 −75.58%
2021 +30.92%
2020 +168.72%
2019 +9.21%
2018 −4.57%
2017 −34.84%
2016 +7.84%
2015 +9.62%
2014 +29.75%
2013 +31.04%
2012 −15.27%
2011 +23.14%
2010 −10.47%
2009 +146.51%
2008 −60.98%
2007 −19.89%
2006 +34.53%
2005 +32.68%
2004 +11.16%
2003 +241.13%
2002 −61.69%
2001 −60.09%
2000 −91.25%
1999 +549.21%
1998 +48.20%

Drawdowns

Wed 2024-07-31? to Wed 2025-10-01 Current
Drawdown
Worst
Drawdown
MSTY
×
−24.15% −41.52%
2025-03-10
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTR
×
−30.61% −50.49%
2025-04-08
MicroStrategy Incorporated NASDAQ Common Stock
BTC
×
−4.78% −29.15%
2025-04-08
Grayscale Bitcoin Mini Trust (BTC) Exchange-Traded Fund