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

Total Real Returns

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

Growth of $10,000

Thu 2024-02-22💬 to Fri 2026-08-21 Overall
Return 		Exponential
Trendline
MSTY × 		+29.28%
+10.85%/yr 		−12.22%/yr
R2=0.058
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTR × 		+54.89%
+19.17%/yr 		−9.94%/yr
R2=0.025
MicroStrategy Incorporated NASDAQ Common Stock

Growth of $10,000 Summary

Thu 2024-02-22💬 to Fri 2026-08-21 Start
Value 		End
Value
MSTY × 		$10,000.00
2024-02-22 		$12,928.11
2026-08-21
MSTR × 		$10,000.00
2024-02-22 		$15,488.75
2026-08-21

This Year’s Performance

through 2026-08-21

  YTD YoY
MSTY × 		−21.40% −60.18%
MSTR × 		−23.98% −65.82%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
MSTY × 		−69.22%
on 2026-08-21
from 2025-07-16 peak 		−78.16%
on 2026-06-26
from 2025-07-16 peak
MSTR × 		−76.26%
on 2026-08-21
from 2024-11-20 peak 		−83.59%
on 2026-06-26
from 2024-11-20 peak

Rolling Returns

Period ending Fri 2026-08-21 1 yr 2 yr 3 yr 5 yr 10 yr
MSTY × 		−60.18% −27.21%
−14.68%/yr 		— — —
MSTR × 		−65.82% −20.67%
−10.93%/yr 		+226.00%
+48.28%/yr 		+35.99%
+6.34%/yr 		+415.03%
+17.81%/yr

Annual Returns

Year MSTY MSTR
2026 (YTD) −21.40% −23.98%
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%