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 Mon 2025-08-04 YTD
Return
TRR
Price
MSTY
×
+24.64%
2025-08-04
3.673 TRR
2025-08-04
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTR
×
+31.17%
2025-08-04
18.56 TRR
2025-08-04
MicroStrategy Incorporated NASDAQ Common Stock
IBIT
×
+19.94%
2025-08-04
2.327 TRR
2025-08-04
iShares Bitcoin Trust NASDAQ Exchange-Traded Fund

Returns

Thu 2024-02-22? to Mon 2025-08-04 Overall
Return
Exponential
Trendline
MSTY
×
+267.34%
+145.56%/yr
+106.30%/yr
(R2=0.786)
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTR
×
+423.03%
+213.41%/yr
+159.42%/yr
(R2=0.761)
MicroStrategy Incorporated NASDAQ Common Stock
IBIT
×
+110.19%
+67.01%/yr
+55.17%/yr
(R2=0.685)
iShares Bitcoin Trust NASDAQ Exchange-Traded Fund

Growth of $10,000

Thu 2024-02-22? to Mon 2025-08-04 Start
Value
End
Value
MSTY
×
$10,000.00
2024-02-22
$36,733.50
2025-08-04
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTR
×
$10,000.00
2024-02-22
$52,303.14
2025-08-04
MicroStrategy Incorporated NASDAQ Common Stock
IBIT
×
$10,000.00
2024-02-22
$21,018.70
2025-08-04
iShares Bitcoin Trust NASDAQ Exchange-Traded Fund

Annual Returns

Year MSTY MSTR IBIT
2025 (YTD) +24.64% +31.17% +19.94%
2024 +194.72% +345.70% +94.00%
2023 +331.78%
2022 −75.58%
2021 +30.91%
2020 +168.75%
2019 +9.18%
2018 −4.53%
2017 −34.87%
2016 +7.87%
2015 +9.57%
2014 +29.76%
2013 +31.10%
2012 −15.27%
2011 +23.08%
2010 −10.44%
2009 +146.54%
2008 −60.99%
2007 −19.87%
2006 +34.54%
2005 +32.62%
2004 +11.21%
2003 +241.16%
2002 −61.69%
2001 −60.10%
2000 −91.25%
1999 +549.13%
1998 +48.21%

Drawdowns

Thu 2024-02-22? to Mon 2025-08-04 Current
Drawdown
Worst
Drawdown
MSTY
×
−12.48% −41.50%
2025-03-10
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTR
×
−19.84% −50.49%
2025-04-08
MicroStrategy Incorporated NASDAQ Common Stock
IBIT
×
−4.51% −29.24%
2025-04-08
iShares Bitcoin Trust NASDAQ Exchange-Traded Fund