Strategy Inc (MSTR) Total Return CAGR:-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 +22.18%. Year-to-date total return is -38.05%. Total return includes price appreciation and reinvested dividends.
Over longer horizons, Strategy Inc's Total Return CAGR averages 41.89% over 3 years and 10.10% over 5 years. Total return includes dividends reinvested. The total return CAGR includes both price appreciation and dividends reinvested. This gives a more complete picture of Strategy Inc's investment performance.
MSTR Total Return CAGR Chart
Strategy Inc (MSTR)
MSTR Quarterly Total Return (YoY)
Total Return Index growth vs the same quarter one year earlier, last 20 quarters.
MSTR Total Return CAGR History
| Year | Start Total Return | End Total Return | Change | % Change | CAGR |
|---|---|---|---|---|---|
| 2026 | 2877.84 | 1782.77 | -1095.08 | -38.05% | -38.05% |
| 2025 | 5485.23 | 2877.84 | -2607.39 | -47.53% | -47.53% |
| 2024 | 1196.21 | 5485.23 | +4289.02 | +358.55% | +358.55% |
| 2023 | 268.18 | 1196.21 | +928.03 | +346.05% | +346.05% |
| 2022 | 1031.25 | 268.18 | -763.07 | -73.99% | -73.99% |
| 2021 | 735.80 | 1031.25 | +295.45 | +40.15% | +40.15% |
| 2020 | 270.08 | 735.80 | +465.72 | +172.44% | +172.44% |
| 2019 | 242.05 | 270.08 | +28.03 | +11.58% | +11.58% |
| 2018 | 248.67 | 242.05 | -6.63 | -2.67% | -2.67% |
| 2017 | 373.86 | 248.67 | -125.19 | -33.49% | -33.49% |
| 2016 | 339.58 | 373.86 | +34.28 | +10.09% | +10.09% |
| 2015 | 307.58 | 339.58 | +32.01 | +10.41% | +10.41% |
| 2014 | 235.23 | 307.58 | +72.35 | +30.76% | +30.76% |
| 2013 | 176.89 | 235.23 | +58.33 | +32.98% | +32.98% |
| 2012 | 205.11 | 176.89 | -28.22 | -13.76% | -13.76% |
| 2011 | 161.93 | 205.11 | +43.18 | +26.67% | +26.67% |
| 2010 | 178.03 | 161.93 | -16.10 | -9.04% | -9.04% |
| 2009 | 70.27 | 178.03 | +107.77 | +153.37% | +153.37% |
| 2008 | 180.11 | 70.27 | -109.85 | -60.99% | -60.99% |
| 2007 | 215.91 | 180.11 | -35.80 | -16.58% | -16.58% |
| 2006 | 156.63 | 215.91 | +59.28 | +37.85% | +37.85% |
| 2005 | 114.20 | 156.63 | +42.42 | +37.15% | +37.15% |
| 2004 | 99.43 | 114.20 | +14.77 | +14.86% | +14.86% |
| 2003 | 28.60 | 99.43 | +70.83 | +247.68% | +247.68% |
| 2002 | 72.92 | 28.60 | -44.32 | -60.78% | -60.78% |
| 2001 | 179.92 | 72.92 | -107.01 | -59.47% | -59.47% |
| 2000 | 994.32 | 179.92 | -814.39 | -81.90% | -81.90% |
| 1999 | 149.24 | 994.32 | +845.08 | +566.24% | +566.24% |
Quarterly Total Return: QoQ & YoY
| Quarter | Value | QoQ | YoY |
|---|---|---|---|
| Q2 2026 | 1,783 | -22.5% | -75.0% |
| Q1 2026 | 2,300 | -23.5% | -60.1% |
| Q4 2025 | 3,006 | -50.9% | -51.9% |
| Q3 2025 | 6,123 | -14.2% | +94.8% |
| Q2 2025 | 7,141 | +24.0% | +158.6% |
| Q1 2025 | 5,758 | -7.9% | +63.8% |
| Q4 2024 | 6,250 | +98.8% | +475.4% |
| Q3 2024 | 3,144 | +13.9% | +397.7% |
| Q2 2024 | 2,761 | -21.5% | +325.7% |
| Q1 2024 | 3,515 | +223.6% | +553.5% |
| Q4 2023 | 1,086 | +72.0% | +252.5% |
| Q3 2023 | 632 | -2.6% | +74.2% |
| Q2 2023 | 648 | +20.6% | +81.8% |
| Q1 2023 | 538 | +74.6% | -38.3% |
| Q4 2022 | 308 | -15.0% | -71.1% |
| Q3 2022 | 363 | +1.7% | -66.2% |
QoQ = change vs the prior quarter; YoY = change vs the same quarter a year earlier.
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