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 2026-07-02 YTD
Return
1 Year
Return
MSTR
×
−36.10%
2026-07-02
−75.97%
2026-07-02
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
−33.98%
2026-07-02
−71.68%
2026-07-02
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Returns

Thu 2024-02-22💬 to Thu 2026-07-02 Overall
Return
Exponential
Trendline
MSTR
×
+30.19%
+11.84%/yr
−0.16%/yr
(R2=0.000)
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
+8.60%
+3.56%/yr
−4.51%/yr
(R2=0.008)
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Growth of $10,000

Thu 2024-02-22💬 to Thu 2026-07-02 Start
Value
End
Value
MSTR
×
$10,000.00
2024-02-22
$13,019.45
2026-07-02
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
$10,000.00
2024-02-22
$10,859.99
2026-07-02
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Annual Returns

Year MSTR MSTY
2026 (YTD) −36.10% −33.98%
2025 −48.90% −44.19%
2024 +345.69% +194.74%
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 2026-07-02 Current
Drawdown
Worst
Drawdown
MSTR
×
−80.05%
from 2024-11-20 peak
−83.69%
2026-06-26
from 2024-11-20 peak
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
−74.14%
from 2025-07-16 peak
−78.29%
2026-06-26
from 2025-07-16 peak
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Rolling Returns

Period ending Thu 2026-07-02 1
Year
2
Years
3
Years
5
Years
10
Years
MSTR
×
−75.97% −28.69%
−15.55%/yr
+166.99%
+38.73%/yr
+28.12%
+5.08%/yr
+318.90%
+15.40%/yr
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
−71.68% −36.00%
−20.00%/yr
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund