Performance analysis of Microstrategy (MSTR)
Annual Return
Over the past 3 years, MSTR has had an average annual return of +65.30%, outperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, MSTR has had an average annual return of +22.75%, outperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, MSTR has had an average annual return of +21.86%, outperforming the benchmark SPY, which returned +15.53% annual.
Since Nov 1, 1999, MSTR has had an average annual return of +3.92%, underperforming the benchmark SPY, which returned +8.59% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -10.45% | -47.54% | +358.54% | +346.11% | -74.00% | +40.14% | +172.44% | +11.65% | -2.72% | -33.49% | +10.13% | +10.40% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +30.68% | +33.07% | -13.78% | +26.75% | -9.11% | +153.10% | -60.94% | -16.61% | +37.95% | +37.21% | +14.83% | +246.93% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -60.74% | -59.45% | -90.95% | +114.55% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.47% | -13.50% | -3.63% | +32.57% | -3.85% | -14.46% | -10.45% | ||||||
| 2025 | +15.60% | -23.70% | +12.86% | +31.86% | -2.91% | +9.53% | -0.59% | -16.78% | -3.65% | -16.36% | -34.26% | -14.24% | -47.54% |
| 2024 | -20.65% | +104.08% | +66.65% | -37.52% | +43.14% | -9.64% | +17.20% | -17.98% | +27.32% | +45.02% | +58.47% | -25.25% | +358.54% |
| 2023 | +77.81% | +4.18% | +11.46% | +12.34% | -8.15% | +13.53% | +27.87% | -18.35% | -8.17% | +28.97% | +17.70% | +26.75% | +346.11% |
| 2022 | -32.41% | +20.37% | +9.78% | -27.17% | -25.27% | -37.93% | +74.11% | -19.04% | -8.35% | +26.03% | -25.94% | -28.53% | -74.00% |
| 2021 | +58.89% | +21.56% | -9.54% | -3.19% | -28.48% | +41.38% | -5.80% | +10.91% | -16.69% | +23.62% | +0.89% | -24.52% | +40.14% |
| 2020 | +6.59% | -11.08% | -12.64% | +6.96% | -1.43% | -4.99% | +4.76% | +16.55% | +4.24% | +10.99% | +105.16% | +13.35% | +172.44% |
| 2019 | -0.65% | +11.49% | +1.94% | +3.80% | -11.21% | +7.81% | -4.58% | +4.80% | +3.55% | +3.27% | -1.88% | -5.14% | +11.65% |
| 2018 | +4.88% | -7.07% | +0.80% | -1.21% | +1.69% | -1.44% | +1.88% | +14.52% | -5.65% | -10.41% | +2.91% | -1.47% | -2.72% |
| 2017 | +1.96% | -4.67% | -2.14% | +1.28% | -4.12% | +5.10% | -29.83% | -4.08% | -0.99% | +3.52% | +3.40% | -3.97% | -33.49% |
Drawdown analysis of Microstrategy (MSTR)
The maximum drawdown for the MSTR was -99.86%, occurring on Jul 26, 2002. Recovery took 5612 trading sessions.
The current MSTR drawdown is -71.28%.
Since Nov 1, 1999 MSTR has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 2 times
- 30% or more: 2 times
- 20% or more: 4 times
- 10% or more: 6 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -99.86% | Mar 10, 2000 | 595 | Jul 26, 2002 | 5612 | Nov 11, 2024 | 6207 |
| -77.42% | Nov 20, 2024 | 301 | Feb 5, 2026 | Ongoing | Ongoing | Ongoing |
| -29.10% | Dec 10, 1999 | 10 | Dec 27, 1999 | 10 | Jan 10, 2000 | 20 |
| -20.42% | Feb 16, 2000 | 8 | Feb 29, 2000 | 1 | Mar 1, 2000 | 9 |
| -17.27% | Nov 3, 1999 | 7 | Nov 12, 1999 | 6 | Nov 22, 1999 | 13 |
| -14.35% | Jan 28, 2000 | 2 | Feb 1, 2000 | 5 | Feb 8, 2000 | 7 |
| -9.76% | Nov 29, 1999 | 1 | Nov 30, 1999 | 3 | Dec 3, 1999 | 4 |
| -9.65% | Jan 10, 2000 | 3 | Jan 13, 2000 | 3 | Jan 19, 2000 | 6 |
| -8.11% | Nov 12, 2024 | 2 | Nov 14, 2024 | 2 | Nov 18, 2024 | 4 |
| -7.59% | Dec 6, 1999 | 1 | Dec 7, 1999 | 1 | Dec 8, 1999 | 2 |
| -2.15% | Nov 22, 1999 | 1 | Nov 23, 1999 | 1 | Nov 24, 1999 | 2 |
| -2.12% | Jan 21, 2000 | 1 | Jan 24, 2000 | 2 | Jan 26, 2000 | 3 |
| -0.86% | Mar 7, 2000 | 1 | Mar 8, 2000 | 1 | Mar 9, 2000 | 2 |
| -0.71% | Feb 8, 2000 | 1 | Feb 9, 2000 | 1 | Feb 10, 2000 | 2 |