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 Tue 2026-03-24 YTD
Return
TRR
Price
MSTR
×
−11.24%
2026-03-24
6.418 TRR
2026-03-24
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
−8.04%
2026-03-24
1.513 TRR
2026-03-24
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Returns

Thu 2024-02-22? to Tue 2026-03-24 Overall
Return
Exponential
Trendline
MSTR
×
+80.85%
+32.89%/yr
+21.97%/yr
(R2=0.074)
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
+51.27%
+21.98%/yr
+11.88%/yr
(R2=0.039)
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Growth of $10,000

Thu 2024-02-22? to Tue 2026-03-24 Start
Value
End
Value
MSTR
×
$10,000.00
2024-02-22
$18,084.68
2026-03-24
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
$10,000.00
2024-02-22
$15,127.04
2026-03-24
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Annual Returns

Year MSTR MSTY
2026 (YTD) −11.24% −8.04%
2025 −48.90% −44.20%
2024 +345.70% +194.79%
2023 +331.77%
2022 −75.58%
2021 +30.92%
2020 +168.74%
2019 +9.13%
2018 −4.48%
2017 −34.89%
2016 +7.90%
2015 +9.58%
2014 +29.74%
2013 +31.10%
2012 −15.28%
2011 +23.02%
2010 −10.39%
2009 +146.45%
2008 −60.99%
2007 −19.89%
2006 +34.55%
2005 +32.72%
2004 +11.13%
2003 +241.22%
2002 −61.70%
2001 −60.08%
2000 −91.25%
1999 +549.17%
1998 +48.19%

Drawdowns

Thu 2024-02-22? to Tue 2026-03-24 Current
Drawdown
Worst
Drawdown
MSTR
×
−72.28% −78.11%
2026-02-05
MicroStrategy Incorporated NASDAQ Common Stock
MSTY
×
−63.99% −72.02%
2026-02-05
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund