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 Tue 2026-07-07 YTD
Return
1 Year
Return
MSTY
×
−35.62%
2026-07-07
−72.10%
2026-07-07
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTR
×
−38.30%
2026-07-07
−76.40%
2026-07-07
MicroStrategy Incorporated NASDAQ Common Stock

Returns

Thu 2024-02-22💬 to Tue 2026-07-07 Overall
Return
Exponential
Trendline
MSTY
×
+5.90%
+2.45%/yr
−5.07%/yr
(R2=0.010)
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTR
×
+25.72%
+10.13%/yr
−0.84%/yr
(R2=0.000)
MicroStrategy Incorporated NASDAQ Common Stock

Growth of $10,000

Thu 2024-02-22💬 to Tue 2026-07-07 Start
Value
End
Value
MSTY
×
$10,000.00
2024-02-22
$10,590.33
2026-07-07
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTR
×
$10,000.00
2024-02-22
$12,571.94
2026-07-07
MicroStrategy Incorporated NASDAQ Common Stock

Annual Returns

Year MSTY MSTR
2026 (YTD) −35.62% −38.30%
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 Tue 2026-07-07 Current
Drawdown
Worst
Drawdown
MSTY
×
−74.78%
from 2025-07-16 peak
−78.29%
2026-06-26
from 2025-07-16 peak
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTR
×
−80.73%
from 2024-11-20 peak
−83.69%
2026-06-26
from 2024-11-20 peak
MicroStrategy Incorporated NASDAQ Common Stock

Rolling Returns

Period ending Tue 2026-07-07 1
Year
2
Years
3
Years
5
Years
10
Years
MSTY
×
−72.10% −35.83%
−19.89%/yr
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
MSTR
×
−76.40% −29.06%
−15.78%/yr
+131.96%
+32.38%/yr
+22.99%
+4.23%/yr
+301.01%
+14.90%/yr
MicroStrategy Incorporated NASDAQ Common Stock