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STRD vs. AVGO
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

STRD vs. AVGO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in MicroStrategy Incorporated (STRD) and Broadcom Inc. (AVGO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


STRD

1D
-4.57%
1M
YTD
6M
1Y
3Y*
5Y*
10Y*

AVGO

1D
3.11%
1M
-7.35%
YTD
14.06%
6M
16.39%
1Y
59.68%
3Y*
67.77%
5Y*
56.37%
10Y*
41.61%
*Multi-year figures are annualized to reflect compound growth (CAGR)

STRD vs. AVGO - Yearly Performance Comparison


2026 (YTD)
STRD
MicroStrategy Incorporated
-6.53%
AVGO
Broadcom Inc.
-6.62%

Correlation

The correlation between STRD and AVGO is -0.19, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


Correlation
Correlation (All Time)
Calculated using the full available price history since May 28, 2026

-0.19

Fundamentals

Market Cap

STRD:

$22.78B

AVGO:

$1.92T

EPS

STRD:

-$38.95

AVGO:

$6.01

PS Ratio

STRD:

43.47

AVGO:

25.47

PB Ratio

STRD:

0.62

AVGO:

21.90

Total Revenue (TTM)

STRD:

$490.47M

AVGO:

$75.47B

Gross Profit (TTM)

STRD:

$334.08M

AVGO:

$50.53B

EBITDA (TTM)

STRD:

$520.73M

AVGO:

$42.03B

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Return for Risk

STRD vs. AVGO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

STRD

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.


AVGO
AVGO Risk / Return Rank: 7676
Overall Rank
AVGO Sharpe Ratio Rank: 8080
Sharpe Ratio Rank
AVGO Sortino Ratio Rank: 7575
Sortino Ratio Rank
AVGO Omega Ratio Rank: 7575
Omega Ratio Rank
AVGO Calmar Ratio Rank: 7777
Calmar Ratio Rank
AVGO Martin Ratio Rank: 7676
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

STRD vs. AVGO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for MicroStrategy Incorporated (STRD) and Broadcom Inc. (AVGO). 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.


STRDAVGODifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.25

Calmar ratioReturn relative to maximum drawdown

2.09

Martin ratioReturn relative to average drawdown

4.85

STRD vs. AVGO - Sharpe Ratio Comparison


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Drawdowns

STRD vs. AVGO - Drawdown Comparison

The maximum STRD drawdown since its inception was -7.26%, smaller than the maximum AVGO drawdown of -48.30%. Use the drawdown chart below to compare losses from any high point for STRD and AVGO.


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Drawdown Indicators


STRDAVGODifference

Max Drawdown

Largest peak-to-trough decline

-7.26%

-48.30%

+41.04%

Max Drawdown (1Y)

Largest decline over 1 year

-28.67%

Max Drawdown (3Y)

Largest decline over 3 years

-41.15%

Max Drawdown (5Y)

Largest decline over 5 years

-41.15%

Max Drawdown (10Y)

Largest decline over 10 years

-48.30%

Current Drawdown

Current decline from peak

-6.53%

-18.20%

+11.67%

Average Drawdown

Average peak-to-trough decline

-4.51%

-7.99%

+3.48%

Ulcer Index

Depth and duration of drawdowns from previous peaks

12.35%

Volatility

STRD vs. AVGO - Volatility Comparison


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Volatility by Period


STRDAVGODifference

Volatility (1M)

Calculated over the trailing 1-month period

19.97%

Volatility (6M)

Calculated over the trailing 6-month period

35.15%

Volatility (1Y)

Calculated over the trailing 1-year period

37.84%

45.64%

-7.80%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

37.84%

43.42%

-5.58%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

37.84%

39.54%

-1.70%

Dividends

STRD vs. AVGO - Dividend Comparison

STRD has not paid dividends to shareholders, while AVGO's dividend yield for the trailing twelve months is around 0.63%.


PositionTTM20252024202320222021202020192018201720162015
AVGO
Broadcom Inc.
0.63%0.70%0.94%1.71%3.02%2.24%3.05%3.54%3.11%1.87%1.43%1.13%
STRD
MicroStrategy Incorporated
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Financials

STRD vs. AVGO - Financials Comparison

This section allows you to compare key financial metrics between MicroStrategy Incorporated and Broadcom 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.005.00B10.00B15.00B20.00BOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026April
124.30M
22.19B
(STRD) Total Revenue
(AVGO) Total Revenue
Values in USD except per share items

Frequently Asked Questions


STRD and AVGO have a correlation of -0.19, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Portfolio Optimizer

Find the right allocation for STRD and AVGO

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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