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MicroStrategy Incorporated (MSTR)

Equity · Currency in USD
Sector
Technology
Industry
Software—Application
ISIN
US5949724083
CUSIP
594972408

MSTRPrice Chart


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MSTRPerformance

The chart shows the growth of $10,000 invested in MicroStrategy Incorporated on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $48,698 for a total return of roughly 386.98%. All prices are adjusted for splits and dividends.


MSTR (MicroStrategy Incorporated)
Benchmark (S&P 500)

MSTRReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
YTD-14.00%-3.97%
1M-18.07%-0.94%
6M-6.10%7.48%
1Y-18.99%21.47%
5Y18.27%15.05%
10Y15.09%13.31%

MSTRMonthly Returns Heatmap


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MSTRSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current MicroStrategy Incorporated Sharpe ratio is -0.22. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.


MSTR (MicroStrategy Incorporated)
Benchmark (S&P 500)

MSTRDividends


MicroStrategy Incorporated doesn't pay dividends

MSTRDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


MSTR (MicroStrategy Incorporated)
Benchmark (S&P 500)

MSTRWorst Drawdowns

The table below shows the maximum drawdowns of the MicroStrategy Incorporated. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the MicroStrategy Incorporated is 64.61%, recorded on May 21, 2021. The portfolio has not recovered from it yet.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-64.61%Feb 10, 202171May 21, 2021
-58.39%Aug 18, 20151154Mar 18, 2020173Nov 20, 20201327
-52.22%Jul 20, 2011487Jun 26, 2013409Feb 10, 2015896
-34.51%Jan 20, 201076May 7, 2010183Jan 27, 2011259
-18.45%Dec 1, 202010Dec 14, 20209Dec 28, 202019
-17.52%Jan 15, 20214Jan 21, 20217Feb 1, 202111
-11.6%Feb 17, 201517Mar 11, 201534Apr 29, 201551
-10.26%Apr 30, 201542Jun 29, 201520Jul 28, 201562
-8.94%Mar 7, 20119Mar 17, 20119Mar 30, 201118
-8.73%Apr 5, 201111Apr 19, 20115Apr 27, 201116

MSTRVolatility Chart

Current MicroStrategy Incorporated volatility is 67.81%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


MSTR (MicroStrategy Incorporated)
Benchmark (S&P 500)

Portfolios with MicroStrategy Incorporated


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