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 Wed 2025-05-28 YTD
Return
TRR
Price
MSTY
×
+17.44%
2025-05-28
3.461 TRR
2025-05-28
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTR
×
+23.52%
2025-05-28
17.48 TRR
2025-05-28
MicroStrategy Incorporated NASDAQ Common Stock
IBIT
×
+12.53%
2025-05-28
2.184 TRR
2025-05-28
iShares Bitcoin Trust NASDAQ Exchange-Traded Fund

Returns

Thu 2024-02-22? to Wed 2025-05-28 Overall
Return
Exponential
Trendline
MSTY
×
+246.13%
+167.45%/yr
+113.53%/yr
(R2=0.733)
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTR
×
+392.50%
+253.66%/yr
+176.86%/yr
(R2=0.715)
MicroStrategy Incorporated NASDAQ Common Stock
IBIT
×
+97.24%
+71.29%/yr
+50.67%/yr
(R2=0.564)
iShares Bitcoin Trust NASDAQ Exchange-Traded Fund

Growth of $10,000

Thu 2024-02-22? to Wed 2025-05-28 Start
Value
End
Value
MSTY
×
$10,000.00
2024-02-22
$34,612.88
2025-05-28
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTR
×
$10,000.00
2024-02-22
$49,249.59
2025-05-28
MicroStrategy Incorporated NASDAQ Common Stock
IBIT
×
$10,000.00
2024-02-22
$19,724.21
2025-05-28
iShares Bitcoin Trust NASDAQ Exchange-Traded Fund

Annual Returns

Year MSTY MSTR IBIT
2025 (YTD) +17.44% +23.52% +12.53%
2024 +194.73% +345.67% +94.04%
2023 +331.64%
2022 −75.57%
2021 +30.91%
2020 +168.72%
2019 +9.18%
2018 −4.56%
2017 −34.86%
2016 +7.88%
2015 +9.58%
2014 +29.77%
2013 +31.06%
2012 −15.24%
2011 +23.06%
2010 −10.44%
2009 +146.48%
2008 −60.99%
2007 −19.88%
2006 +34.52%
2005 +32.74%
2004 +11.14%
2003 +241.20%
2002 −61.70%
2001 −60.08%
2000 −91.25%
1999 +549.26%
1998 +48.18%

Drawdowns

Thu 2024-02-22? to Wed 2025-05-28 Current
Drawdown
Worst
Drawdown
MSTY
×
−14.91% −41.54%
2025-03-10
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTR
×
−24.52% −50.49%
2025-04-08
MicroStrategy Incorporated NASDAQ Common Stock
IBIT
×
−3.89% −29.23%
2025-04-08
iShares Bitcoin Trust NASDAQ Exchange-Traded Fund