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

Total Real Returns

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

Thu 2024-02-22? to Thu 2026-05-14 YTD
Return
TRR
Price
MSTY
×
+17.13%
2026-05-14
1.927 TRR
2026-05-14
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTR
×
+19.56%
2026-05-14
8.645 TRR
2026-05-14
MicroStrategy Incorporated NASDAQ Common Stock

Returns

Thu 2024-02-22? to Thu 2026-05-14 Overall
Return
Exponential
Trendline
MSTY
×
+92.67%
+34.31%/yr
+3.40%/yr
(R2=0.004)
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTR
×
+143.60%
+49.26%/yr
+10.07%/yr
(R2=0.020)
MicroStrategy Incorporated NASDAQ Common Stock

Growth of $10,000

Thu 2024-02-22? to Thu 2026-05-14 Start
Value
End
Value
MSTY
×
$10,000.00
2024-02-22
$19,266.72
2026-05-14
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTR
×
$10,000.00
2024-02-22
$24,359.77
2026-05-14
MicroStrategy Incorporated NASDAQ Common Stock

Annual Returns

Year MSTY MSTR
2026 (YTD) +17.13% +19.56%
2025 −44.19% −48.90%
2024 +194.74% +345.69%
2023 +331.70%
2022 −75.58%
2021 +30.92%
2020 +168.76%
2019 +9.15%
2018 −4.52%
2017 −34.86%
2016 +7.87%
2015 +9.60%
2014 +29.73%
2013 +31.08%
2012 −15.26%
2011 +23.08%
2010 −10.43%
2009 +146.51%
2008 −60.99%
2007 −19.87%
2006 +34.52%
2005 +32.66%
2004 +11.19%
2003 +241.14%
2002 −61.69%
2001 −60.09%
2000 −91.25%
1999 +549.24%
1998 +48.18%

Drawdowns

Thu 2024-02-22? to Thu 2026-05-14 Current
Drawdown
Worst
Drawdown
MSTY
×
−54.12% −72.02%
2026-02-05
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTR
×
−62.66% −78.11%
2026-02-05
MicroStrategy Incorporated NASDAQ Common Stock

Rolling Returns

Period ending Thu 2026-05-14 1
Year
2
Years
3
Years
5
Years
10
Years
MSTY
×
−50.10% +10.91%
+5.32%/yr
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTR
×
−56.80% +35.57%
+16.45%/yr
+528.19%
+84.28%/yr
+188.23%
+23.58%/yr
+637.66%
+22.12%/yr
MicroStrategy Incorporated NASDAQ Common Stock