PortfoliosLab logo
PortfoliosLab logo
Tools
Portfolios
Screeners
Discussions
MSTR vs. MSTU
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between MSTR and MSTU is 0.45, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

MSTR vs. MSTU

Last updated May 28, 2025

Compare and contrast key facts about MicroStrategy Incorporated (MSTR) and T-Rex 2X Long MSTR Daily Target ETF (MSTU).

MSTU is an actively managed fund by T-Rex. It was launched on Sep 18, 2024.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MSTR or MSTU.

Performance

MSTR vs. MSTU - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in MicroStrategy Incorporated (MSTR) and T-Rex 2X Long MSTR Daily Target ETF (MSTU). The values are adjusted to include any dividend payments, if applicable.

Loading data...

Key characteristics

Daily Std Dev

MSTR:

98.14%

MSTU:

205.97%

Max Drawdown

MSTR:

-99.86%

MSTU:

-86.19%

Current Drawdown

MSTR:

-21.45%

MSTU:

-70.24%

Returns By Period

In the year-to-date period, MSTR achieves a 28.51% return, which is significantly higher than MSTU's 0.53% return.

MSTR

YTD

28.51%

1M

0.95%

6M

5.23%

1Y

120.91%

3Y*

156.95%

5Y*

97.03%

10Y*

35.68%

MSTU

YTD

0.53%

1M

-2.30%

6M

-45.94%

1Y

N/A

3Y*

N/A

5Y*

N/A

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

MicroStrategy Incorporated

T-Rex 2X Long MSTR Daily Target ETF

Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

MSTR vs. MSTU — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
MSTR
The Risk-Adjusted Performance Rank of MSTR is 8888
Overall Rank
The Sharpe Ratio Rank of MSTR is 8787
Sharpe Ratio Rank
The Sortino Ratio Rank of MSTR is 8888
Sortino Ratio Rank
The Omega Ratio Rank of MSTR is 8383
Omega Ratio Rank
The Calmar Ratio Rank of MSTR is 9393
Calmar Ratio Rank
The Martin Ratio Rank of MSTR is 8787
Martin Ratio Rank
MSTU
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

MSTR vs. MSTU - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for MicroStrategy Incorporated (MSTR) and T-Rex 2X Long MSTR Daily Target ETF (MSTU). 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.

Loading data...

Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

MSTR vs. MSTU - Dividend Comparison

Neither MSTR nor MSTU has paid dividends to shareholders.

Tickers have no history of dividend payments

Drawdowns

MSTR vs. MSTU - Drawdown Comparison

The maximum MSTR drawdown since its inception was -99.86%, which is greater than MSTU's maximum drawdown of -86.19%. Use the drawdown chart below to compare losses from any high point for MSTR and MSTU.

Loading data...

Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

MSTR vs. MSTU - Volatility Comparison

Loading data...