MSTR vs. AVAV
MSTR (Strategy Inc) and AVAV (AeroVironment, Inc.) are both stocks. MSTR operates in Software - Application (Technology), while AVAV operates in Aerospace & Defense (Industrials). Over the past 10 years, MSTR returned 17.94%/yr vs 17.89%/yr for AVAV. At a 0.33 correlation, their price movements are largely independent.
Performance
MSTR vs. AVAV - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, MSTR achieves a -35.62% return, which is significantly higher than AVAV's -41.05% return. Both investments have delivered pretty close results over the past 10 years, with MSTR having a 17.94% annualized return and AVAV not far behind at 17.89%.
MSTR
- 1D
- 3.13%
- 1M
- -13.07%
- 6M
- -43.69%
- YTD
- -35.62%
- 1Y
- -76.89%
- 3Y*
- 30.85%
- 5Y*
- 11.92%
- 10Y*
- 17.94%
- ALL TIME*
- 9.32%
AVAV
- 1D
- 0.28%
- 1M
- -15.92%
- 6M
- -63.70%
- YTD
- -41.05%
- 1Y
- -47.96%
- 3Y*
- 13.91%
- 5Y*
- 7.74%
- 10Y*
- 17.89%
- ALL TIME*
- 9.35%
MSTR vs. AVAV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MSTR Strategy Inc | -35.62% | -47.53% | 358.54% | 346.15% | -74.00% | 40.13% | 172.42% | 11.65% | -2.70% | -33.49% |
AVAV AeroVironment, Inc. | -41.05% | 57.18% | 22.10% | 47.14% | 38.09% | -28.62% | 40.75% | -9.14% | 20.99% | 109.32% |
Correlation
The correlation between MSTR and AVAV is 0.34, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.34 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.29 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.32 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.34 |
Correlation (All Time) Calculated using the full available price history since Jan 23, 2007 | 0.33 |
Fundamentals
MSTR:
$29.06B
AVAV:
$7.22B
MSTR:
-$39.78
AVAV:
-$5.41
MSTR:
61.95
AVAV:
4.93
MSTR:
0.89
AVAV:
1.64
MSTR:
$490.47M
AVAV:
$1.42B
MSTR:
$334.08M
AVAV:
$246.70M
MSTR:
$466.93M
AVAV:
-$6.04M
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
MSTR vs. AVAV — Risk / Return Rank
MSTR
AVAV
MSTR vs. AVAV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Strategy Inc (MSTR) and AeroVironment, Inc. (AVAV). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| MSTR | AVAV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.38 | ||
| Sortino ratioReturn per unit of downside risk | -1.47 | ||
| Omega ratioGain probability vs. loss probability | 0.77 | 0.91 | -0.14 |
| Calmar ratioReturn relative to maximum drawdown | -0.95 | -0.72 | -0.23 |
| Martin ratioReturn relative to average drawdown | -1.38 | -1.22 | -0.15 |
Loading charts...
Drawdowns
MSTR vs. AVAV - Drawdown Comparison
The maximum MSTR drawdown since its inception was -99.86%, which is greater than AVAV's maximum drawdown of -66.65%. Use the drawdown chart below to compare losses from any high point for MSTR and AVAV.
Loading charts...
Drawdown Indicators
| MSTR | AVAV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -99.86% | -66.65% | -33.21% |
Max Drawdown (1Y)Largest decline over 1 year | -80.70% | -66.65% | -14.05% |
Max Drawdown (3Y)Largest decline over 3 years | -82.63% | -66.65% | -15.98% |
Max Drawdown (5Y)Largest decline over 5 years | -84.11% | -66.65% | -17.46% |
Max Drawdown (10Y)Largest decline over 10 years | -89.27% | -66.65% | -22.62% |
Current DrawdownCurrent decline from peak | -79.36% | -65.21% | -14.15% |
Average DrawdownAverage peak-to-trough decline | -86.43% | -28.88% | -57.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 55.87% | 39.22% | +16.65% |
Volatility
MSTR vs. AVAV - Volatility Comparison
The current volatility for Strategy Inc (MSTR) is 25.51%, while AeroVironment, Inc. (AVAV) has a volatility of 29.43%. This indicates that MSTR experiences smaller price fluctuations and is considered to be less risky than AVAV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| MSTR | AVAV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 25.51% | 29.43% | -3.92% |
Volatility (6M)Calculated over the trailing 6-month period | 60.54% | 60.09% | +0.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 74.28% | 73.41% | +0.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 90.77% | 57.39% | +33.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 74.27% | 52.82% | +21.45% |
Dividends
MSTR vs. AVAV - Dividend Comparison
Neither MSTR nor AVAV has paid dividends to shareholders.
Financials
MSTR vs. AVAV - Financials Comparison
This section allows you to compare key financial metrics between Strategy Inc and AeroVironment, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
MSTR and AVAV have a correlation of 0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AVAV has higher volatility (29.43%) compared to MSTR (25.51%). In terms of maximum drawdown, MSTR dropped -99.86% vs AVAV's -66.65%.
AVAV currently has the higher Sharpe Ratio (-0.66 vs -1.04), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for MSTR and AVAV
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer