STRD vs. STRF

Last updated Jun 4, 2026

STRD (MicroStrategy Incorporated) and STRF (Strategy 10.00% Series A Perpetual Strife Preferred Stock) are both stocks. Both operate in the Software - Application industry within the Technology sector. Their correlation of 0.80 suggests significant overlap in exposure.

Performance

STRD vs. STRF - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in MicroStrategy Incorporated (STRD) and Strategy 10.00% Series A Perpetual Strife Preferred Stock (STRF). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

STRD

• 1D: -1.07%
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

STRF

• 1D: -1.08%
• 1M: -5.06%
• YTD: -2.86%
• 6M: -7.52%
• 1Y: -0.60%
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

STRD vs. STRF - Yearly Performance Comparison

	2026 (YTD)
STRD MicroStrategy Incorporated	-4.70%
STRF Strategy 10.00% Series A Perpetual Strife Preferred Stock	-4.72%

Correlation

The correlation between STRD and STRF is 0.80, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (All Time) Calculated using the full available price history since May 29, 2026	0.80

Fundamentals

Market Cap STRD : $23.10B STRF : $31.97B
EPS STRD : -$38.95 STRF : -$40.19
PS Ratio STRD : 44.09 STRF : 60.03
PB Ratio STRD : 0.63 STRF : 0.87
Total Revenue (TTM) STRD : $490.47M STRF : $490.47M
Gross Profit (TTM) STRD : $334.08M STRF : $334.08M
EBITDA (TTM) STRD : $520.73M STRF : $466.93M

Return for Risk

STRD vs. STRF — Risk / Return Rank

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

STRF

STRF Risk / Return Rank: 37
STRF Sharpe Ratio Rank: 39
STRF Sortino Ratio Rank: 32
STRF Omega Ratio Rank: 33
STRF Calmar Ratio Rank: 39
STRF Martin Ratio Rank: 39

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. STRF - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for MicroStrategy Incorporated (STRD) and Strategy 10.00% Series A Perpetual Strife Preferred Stock (STRF). 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.

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

Sharpe Ratios by Period

	STRD	STRF	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	-0.02	—
Sharpe Ratio (All Time) Calculated using the full available price history	-3.75	0.46	-4.21

Drawdowns

STRD vs. STRF - Drawdown Comparison

The maximum STRD drawdown since its inception was -4.70%, smaller than the maximum STRF drawdown of -24.01%. Use the drawdown chart below to compare losses from any high point for STRD and STRF.

Drawdown Indicators

	STRD	STRF	Difference
Max Drawdown Largest peak-to-trough decline	-4.70%	-24.01%	+19.31%
Max Drawdown (1Y) Largest decline over 1 year	—	-24.01%	—
Current Drawdown Current decline from peak	-4.70%	-18.79%	+14.09%
Average Drawdown Average peak-to-trough decline	-3.55%	-10.46%	+6.91%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	13.15%	—

Volatility

Volatility by Period

	STRD	STRF	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	3.35%	—
Volatility (6M) Calculated over the trailing 6-month period	—	14.24%	—
Volatility (1Y) Calculated over the trailing 1-year period	29.30%	25.39%	+3.91%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	29.30%	24.47%	+4.83%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	29.30%	24.47%	+4.83%

Dividends

STRD vs. STRF - Dividend Comparison

STRD has not paid dividends to shareholders, while STRF's dividend yield for the trailing twelve months is around 10.59%.

Position	TTM	2025
STRD MicroStrategy Incorporated	0.00%	0.00%
STRF Strategy 10.00% Series A Perpetual Strife Preferred Stock	10.59%	7.56%

Financials

Frequently Asked Questions

Can I hold both STRD and STRF in my portfolio?

STRD and STRF have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.