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

Total Real Returns

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

Thu 2024-02-22? to Thu 2025-08-14 YTD
Return
TRR
Price
MSTR
×
+25.67%
2025-08-14
17.78 TRR
2025-08-14
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
+20.34%
2025-08-14
3.547 TRR
2025-08-14
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Returns

Thu 2024-02-22? to Thu 2025-08-14 Overall
Return
Exponential
Trendline
MSTR
×
+401.13%
+198.07%/yr
+154.97%/yr
(R2=0.763)
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
+254.68%
+135.83%/yr
+103.83%/yr
(R2=0.789)
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Growth of $10,000

Thu 2024-02-22? to Thu 2025-08-14 Start
Value
End
Value
MSTR
×
$10,000.00
2024-02-22
$50,112.87
2025-08-14
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
$10,000.00
2024-02-22
$35,468.17
2025-08-14
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Annual Returns

Year MSTR MSTY
2025 (YTD) +25.67% +20.34%
2024 +345.70% +194.72%
2023 +331.78%
2022 −75.59%
2021 +30.93%
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 Thu 2025-08-14 Current
Drawdown
Worst
Drawdown
MSTR
×
−23.20% −50.49%
2025-04-08
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
−15.53% −41.50%
2025-03-10
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund