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

Total Real Returns

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

Thu 2024-02-22? to Fri 2025-09-26 YTD
Return
TRR
Price
MSTY
×
+1.81%
2025-09-26
3 TRR
2025-09-26
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTR
×
+3.74%
2025-09-26
14.68 TRR
2025-09-26
MicroStrategy Incorporated NASDAQ Common Stock
IBIT
×
+13.51%
2025-09-26
2.202 TRR
2025-09-26
iShares Bitcoin Trust NASDAQ Exchange-Traded Fund

Returns

Thu 2024-02-22? to Fri 2025-09-26 Overall
Return
Exponential
Trendline
MSTY
×
+199.96%
+99.25%/yr
+88.01%/yr
(R2=0.750)
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTR
×
+313.62%
+143.76%/yr
+129.29%/yr
(R2=0.727)
MicroStrategy Incorporated NASDAQ Common Stock
IBIT
×
+98.91%
+53.97%/yr
+54.50%/yr
(R2=0.740)
iShares Bitcoin Trust NASDAQ Exchange-Traded Fund

Growth of $10,000

Thu 2024-02-22? to Fri 2025-09-26 Start
Value
End
Value
MSTY
×
$10,000.00
2024-02-22
$29,995.56
2025-09-26
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTR
×
$10,000.00
2024-02-22
$41,362.42
2025-09-26
MicroStrategy Incorporated NASDAQ Common Stock
IBIT
×
$10,000.00
2024-02-22
$19,890.82
2025-09-26
iShares Bitcoin Trust NASDAQ Exchange-Traded Fund

Annual Returns

Year MSTY MSTR IBIT
2025 (YTD) +1.81% +3.74% +13.51%
2024 +194.63% +345.71% +93.99%
2023 +331.78%
2022 −75.58%
2021 +30.91%
2020 +168.76%
2019 +9.15%
2018 −4.51%
2017 −34.85%
2016 +7.84%
2015 +9.62%
2014 +29.69%
2013 +31.14%
2012 −15.28%
2011 +23.06%
2010 −10.40%
2009 +146.42%
2008 −60.99%
2007 −19.85%
2006 +34.46%
2005 +32.68%
2004 +11.21%
2003 +241.11%
2002 −61.69%
2001 −60.08%
2000 −91.25%
1999 +549.17%
1998 +48.22%

Drawdowns

Thu 2024-02-22? to Fri 2025-09-26 Current
Drawdown
Worst
Drawdown
MSTY
×
−28.56% −41.54%
2025-03-10
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTR
×
−36.60% −50.49%
2025-04-08
MicroStrategy Incorporated NASDAQ Common Stock
IBIT
×
−11.64% −29.24%
2025-04-08
iShares Bitcoin Trust NASDAQ Exchange-Traded Fund