Strategy Inc (MSTR) Total Return:-75.06%(TTM)
Over the latest trailing 12-month period, Strategy Inc (MSTR)'s total return cagr is -75.06%. The comparable SPY value is +22.76%. Year-to-date total return is -38.05%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in MSTR
$178,277
(17.8x return)
Invested on Jun 11, 1998
Growth of $10,000 in SPY (S&P 500)
$109,797
(11.0x return)
Invested on Jun 11, 1998
Hypothetical Growth of $10,000
This chart illustrates the cumulative performance of a hypothetical $10,000 investment. It assumes that all dividends paid by both the stock and SPY are reinvested in additional shares on the payment date, showing the true long-term compounding impact of distributions.
Recent Performance Indicators
YTD Total Return
-38.0%
1-Year Total Return
-75.0%
Current Dividend Yield
0.00%
Price CAGR vs. Total Return CAGR
Compound Annual Growth Rate (CAGR) is shown below. The difference between price CAGR and total return CAGR is the compound contribution of dividends reinvested.
| Holding Period | Price CAGR | Total Return CAGR | Dividend Addition |
|---|---|---|---|
| 1 Year | (75.1%) | (75.1%) | — |
| 3 Years | +41.9% | +41.9% | — |
| 5 Years | +10.1% | +10.1% | — |
| 10 Years | +18.4% | +18.4% | — |
| 15 Years | +12.7% | +12.7% | — |
| 20 Years | +12.3% | +12.3% | — |
About Strategy Inc
Strategy Inc, together with its subsidiaries, operates as a bitcoin treasury company in the United States, Europe, the Middle East, Africa, and internationally. It offers investors varying degrees of economic exposure to Bitcoin by offering a range of securities, including equity and fixed income instruments. The company also provides AI-powered enterprise analytics software, including Strategy One, which provides non-technical users with the ability to directly access novel and actionable insights for decision-making. In addition, the company provides Strategy Mosaic, a universal intelligence layer that offers enterprises with consistent definitions and governance across data sources, regardless of where that data resides or which tools access it. The company was formerly known as MicroStrategy Incorporated and changed its name to Strategy Inc in August 2025. The company was incorporated in 1989 and is headquartered in Tysons Corner, Virginia.
- Sector
- Technology
- Industry
- Software - Application
- CEO
- Phong Le