Strategy Inc (MSTR) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$25,897
Total Return
158.97%
CAGR
20.97%
Dividends
$0.00
Yield on Cost
0.00%
Rolling Returns
1-Month (21 Trading Days)
| Average | +5.81% |
| Median | -1.35% |
| Best | +180.62% |
| Worst | -61.46% |
| % of Windows Positive | 47.8% |
1-Year (252 Trading Days)
| Average | +130.02% |
| Median | +70.85% |
| Best | +831.76% |
| Worst | -80.17% |
| % of Windows Positive | 62.5% |
3-Year (756 Trading Days)
| Average | +722.97% |
| Median | +552.22% |
| Best | +2390.91% |
| Worst | +64.29% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -84.11% |
| Average Drawdown | -42.86% |
| Drawdown Duration | 577 Trading Days |
| Sortino Ratio | 1.02 |
| Calmar Ratio | 0.25 |
| CVaR (5%) | -11.65% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -16.72% (-35.20% ann.) | $1671.93 | $0.00 | $0.00 | $0.00 |
| 2025 | -47.53% | $4753.47 | $0.00 | $0.00 | $0.00 |
| 2024 | +358.54% | +$35853.52 | $0.00 | $0.00 | $0.00 |
| 2023 | +346.15% | +$34615.37 | $0.00 | $0.00 | $0.00 |
| 2022 | -74.00% | $7399.95 | $0.00 | $0.00 | $0.00 |
| 2021 | +40.13% | +$4013.38 | $0.00 | $0.00 | $0.00 |
| 2020 | +172.42% | +$17241.82 | $0.00 | $0.00 | $0.00 |
| 2019 | +11.65% | +$1164.78 | $0.00 | $0.00 | $0.00 |
| 2018 | -2.70% | $270.38 | $0.00 | $0.00 | $0.00 |
| 2017 | -33.49% | $3348.53 | $0.00 | $0.00 | $0.00 |
| 2016 | +10.10% | +$1010.10 | $0.00 | $0.00 | $0.00 |
| 2015 | +10.40% | +$1040.02 | $0.00 | $0.00 | $0.00 |
| 2014 | +30.71% | +$3071.47 | $0.00 | $0.00 | $0.00 |
| 2013 | +33.05% | +$3304.78 | $0.00 | $0.00 | $0.00 |
| 2012 | -13.79% | $1379.25 | $0.00 | $0.00 | $0.00 |
| 2011 | +26.73% | +$2673.46 | $0.00 | $0.00 | $0.00 |
| 2010 | -9.09% | $909.38 | $0.00 | $0.00 | $0.00 |
| 2009 | +153.22% | +$15321.81 | $0.00 | $0.00 | $0.00 |
| 2008 | -60.96% | $6095.68 | $0.00 | $0.00 | $0.00 |
| 2007 | -16.59% | $1658.63 | $0.00 | $0.00 | $0.00 |
| 2006 | +37.91% | +$3790.97 | $0.00 | $0.00 | $0.00 |
| 2005 | +37.21% | +$3721.17 | $0.00 | $0.00 | $0.00 |
| 2004 | +14.81% | +$1480.56 | $0.00 | $0.00 | $0.00 |
| 2003 | +247.55% | +$24754.86 | $0.00 | $0.00 | $0.00 |
| 2002 | -60.78% | $6077.91 | $0.00 | $0.00 | $0.00 |
| 2001 | -59.47% | $5947.37 | $0.00 | $0.00 | $0.00 |
| 2000 | -90.95% | $9095.24 | $0.00 | $0.00 | $0.00 |
| 1999 | +566.67% | +$56666.68 | $0.00 | $0.00 | $0.00 |
| 1998 partial | +49.11% (+105.21% ann.) | +$4911.24 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania partial | June 11, 1998 – March 10, 2000 | +2863.31% | +595.95% | +$286331.36 | $0.00 | $0.00 | $0.00 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | -99.75% | -90.23% | $9974.86 | $0.00 | $0.00 | $0.00 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +886.95% | +58.12% | +$88695.27 | $0.00 | $0.00 | $0.00 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -59.47% | -47.23% | $5946.58 | $0.00 | $0.00 | $0.00 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +230.85% | +42.54% | +$23085.18 | $0.00 | $0.00 | $0.00 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +31.83% | +3.72% | +$3182.93 | $0.00 | $0.00 | $0.00 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -31.60% | -98.69% | $3159.55 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +73.66% | +143.03% | +$7365.52 | $0.00 | $0.00 | $0.00 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +275.91% | +251.23% | +$27591.48 | $0.00 | $0.00 | $0.00 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -76.39% | -78.40% | $7638.58 | $0.00 | $0.00 | $0.00 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +650.11% | +196.58% | +$65011.42 | $0.00 | $0.00 | $0.00 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | -4.62% | -2.73% | $461.67 | $0.00 | $0.00 | $0.00 |
Dividend History
| Date | Per Share | Yield % |
|---|---|---|
| Total | 0 payments |
No dividends recorded.
All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.
For each rolling window, returns are calculated at every possible starting point:
return = (value[i] ÷ value[i − windowSize] − 1) × 100
- Windows
- 1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
- Statistics
- Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.
The series is segmented by calendar year:
return = (endValue ÷ startValue − 1) × 100
startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.