Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MSTR (MicroStrategy Incorporated) | 26.59% | 142.51% | 136.91% | 96.97% | 33.53% | 28.59% | 21.21% | 24.19% |
Data as of 08/01/2025, AR inception is 06/11/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSTR (MicroStrategy Incorporated) | 06/11/1998 | 08/01/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -9.67 | 142.51 | 136.91 | 96.97 | 33.53 | 28.59 | 21.21 | 24.19 | 26.59 | 422.47 | 346.15 | -74.00 | 40.13 | 172.42 | 11.65 | -2.70 | -33.49 | 10.10 | 10.40 | 30.71 | 33.05 | -13.79 | 26.73 | -9.09 | 153.22 | -60.96 | -16.59 | 37.91 | 37.21 | 14.81 | 247.55 | 292.21 | -59.47 | -90.95 | 566.67 | 49.11 |
| Sharpe Ratio | NA | 1.50 | 1.47 | 1.00 | 0.45 | NA | NA | 0.25 | 0.56 | 3.90 | 4.82 | -0.68 | 0.41 | 2.87 | 0.36 | -0.17 | -0.99 | 0.28 | 0.30 | 0.83 | 0.96 | -0.38 | 0.53 | -0.24 | 3.87 | -1.21 | -0.48 | 1.04 | 0.66 | 0.23 | 3.84 | 1.02 | -0.46 | -0.53 | 6.54 | 0.92 |
| Standard Deviation(%) | NA | 92.75 | 90.66 | 94.90 | 71.29 | NA | NA | 90.70 | 83.55 | 108.36 | 72.02 | 110.76 | 97.55 | 59.61 | 28.22 | 24.25 | 34.64 | 35.17 | 34.32 | 37.16 | 34.44 | 36.42 | 50.56 | 38.77 | 39.54 | 50.94 | 41.12 | 33.56 | 52.83 | 59.25 | 64.32 | 284.57 | 136.80 | 180.69 | 86.17 | 110.30 |
| Draw Down(%) | NA | 49.78 | 61.28 | 89.27 | 89.27 | NA | NA | 99.86 | 39.99 | 46.42 | 35.65 | 75.53 | 64.61 | 39.68 | 19.55 | 22.26 | 39.56 | 20.58 | 24.08 | 25.22 | 26.37 | 45.42 | 40.77 | 34.51 | 22.05 | 66.48 | 51.30 | 27.19 | 43.16 | 53.44 | 20.10 | 89.00 | 93.38 | 97.04 | 55.07 | 53.37 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 08/01/2025, AR inception is 06/11/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSTR (MicroStrategy Incorporated) |
-70.22%
Jun 1999 - Jun 2002 |
-12.65%
Feb 2000 - Feb 2005 |
-4.41%
Feb 2000 - Feb 2010 |
1.02%
Jan 2000 - Jan 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSTR (MicroStrategy Incorporated) |
373.38%
Jun 2002 - Jun 2005 |
185.29%
Jun 2002 - Jun 2007 |
74.36%
Jun 2002 - Jun 2012 |
48.68%
Jun 2002 - Jun 2017 |
Annualized Rolling Returns Comparison Chart