Over the latest trailing 12-month period, total return cagr is -75.15%. The comparable SPY value is +23.65%. Year-to-date total return is -34.18%. Total return includes price appreciation and reinvested dividends.
Over longer horizons, Total Return CAGR averages 39.19% over 3 years and 5.96% over 5 years; the trailing 12 months came in at -75.15%. Total return includes dividends reinvested. The total return CAGR includes both price appreciation and dividends reinvested. This gives a more complete picture of the company's investment performance.
Strategy Inc (MSTR)
Total Return growth vs the same quarter one year earlier, last 40 quarters.
Quarter-end value of $100 invested at the start of the available history, with dividends reinvested; the newest quarter may be quarter-to-date.
| Year | Total return for the year |
|---|---|
| 2026 (YTD) | -34.18% |
| 2025 | -47.53% |
| 2024 | +358.55% |
| 2023 | +346.05% |
| 2022 | -73.99% |
| 2021 | +40.15% |
| 2020 | +172.44% |
| 2019 | +11.58% |
| 2018 | -2.67% |
| 2017 | -33.49% |
| 2016 | +10.09% |
| 2015 | +10.41% |
| 2014 | +30.76% |
| 2013 | +32.98% |
| 2012 | -13.76% |
| 2011 | +26.67% |
| 2010 | -9.04% |
| 2009 | +153.37% |
| 2008 | -60.99% |
| 2007 | -16.58% |
| 2006 | +37.85% |
| 2005 | +37.15% |
| 2004 | +14.86% |
| 2003 | +247.68% |
| 2002 | -60.78% |
| 2001 | -59.47% |
| 2000 | -81.90% |
| 1999 | +566.24% |
| Quarter | QoQ | YoY |
|---|---|---|
| Q3 2026 (QTD) | -11.1% | -69.1% |
| Q2 2026 | -7.3% | -70.2% |
| Q1 2026 | -23.5% | -60.1% |
| Q4 2025 | -50.9% | -51.9% |
| Q3 2025 | -14.2% | +94.8% |
| Q2 2025 | +24.0% | +158.6% |
| Q1 2025 | -7.9% | +63.8% |
| Q4 2024 | +98.8% | +475.4% |
| Q3 2024 | +13.9% | +397.7% |
| Q2 2024 | -21.5% | +325.7% |
| Q1 2024 | +223.6% | +553.5% |
| Q4 2023 | +72.0% | +252.5% |
| Q3 2023 | -2.6% | +74.2% |
| Q2 2023 | +20.6% | +81.8% |
| Q1 2023 | +74.6% | -38.3% |
| Q4 2022 | -15.0% | -71.1% |
QoQ = change vs the prior quarter; YoY = change vs the same quarter a year earlier. The newest quarter is in progress (quarter-to-date).
