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

Thu 2024-02-22? to Fri 2026-01-23	YTD Return	TRR Price
MSTR ×	+7.18% 2026-01-23	7.749 TRR 2026-01-23
MicroStrategy Incorporated NASDAQ Common Stock
MSTY ×	+6.12% 2026-01-23	1.745 TRR 2026-01-23
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

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Returns

Thu 2024-02-22? to Fri 2026-01-23	Overall Return	Exponential Trendline
MSTR ×	+118.35% +50.22%/yr	+49.90%/yr (R2=0.274)
MicroStrategy Incorporated NASDAQ Common Stock
MSTY ×	+74.55% +33.67%/yr	+32.23%/yr (R2=0.224)
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

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Growth of $10,000

Thu 2024-02-22? to Fri 2026-01-23	Start Value	End Value
MSTR ×	$10,000.00 2024-02-22	$21,835.34 2026-01-23
MicroStrategy Incorporated NASDAQ Common Stock
MSTY ×	$10,000.00 2024-02-22	$17,454.65 2026-01-23
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

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Annual Returns

Year	MSTR	MSTY
2026 (YTD)	+7.18%	+6.12%
2025	−48.90%	−44.20%
2024	+345.72%	+194.79%
2023	+331.65%	—
2022	−75.58%	—
2021	+30.92%	—
2020	+168.80%	—
2019	+9.15%	—
2018	−4.57%	—
2017	−34.85%	—
2016	+7.89%	—
2015	+9.58%	—
2014	+29.77%	—
2013	+31.06%	—
2012	−15.28%	—
2011	+23.06%	—
2010	−10.40%	—
2009	+146.51%	—
2008	−60.98%	—
2007	−19.90%	—
2006	+34.56%	—
2005	+32.59%	—
2004	+11.23%	—
2003	+241.16%	—
2002	−61.69%	—
2001	−60.09%	—
2000	−91.25%	—
1999	+549.21%	—
1998	+48.17%	—

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Drawdowns

Thu 2024-02-22? to Fri 2026-01-23	Current Drawdown	Worst Drawdown
MSTR ×	−66.53%	−68.77% 2025-12-31
MicroStrategy Incorporated NASDAQ Common Stock
MSTY ×	−58.44%	−60.84% 2025-12-31
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund