STRD vs. STRF

Last updated Jun 24, 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. A 0.80 correlation means they provide meaningful diversification when combined.

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: -2.17%
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

STRF

• 1D: 0.31%
• 1M: -4.71%
• YTD: -1.89%
• 6M: -6.03%
• 1Y: -0.04%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

STRD vs. STRF - Yearly Performance Comparison

	2026 (YTD)
STRD MicroStrategy Incorporated	-9.05%
STRF Strategy 10.00% Series A Perpetual Strife Preferred Stock	-4.50%

Correlation

The correlation between STRD and STRF is 0.80, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (All Time) Calculated using the full available price history since May 28, 2026	0.80

Fundamentals

Market Cap STRD : $20.62B STRF : $30.60B
EPS STRD : -$38.95 STRF : -$40.19
PS Ratio STRD : 39.35 STRF : 57.44
PB Ratio STRD : 0.56 STRF : 0.83
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.

STRD

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

STRF

STRF Risk / Return Rank: 40
STRF Sharpe Ratio Rank: 42
STRF Sortino Ratio Rank: 36
STRF Omega Ratio Rank: 36
STRF Calmar Ratio Rank: 42
STRF Martin Ratio Rank: 42

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.

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.

	STRD	STRF	Difference
Sharpe ratio: Return per unit of total volatility	—	-0.00	—
Sortino ratio: Return per unit of downside risk	—	0.18	—
Omega ratio: Gain probability vs. loss probability	—	1.02	—
Calmar ratio: Return relative to maximum drawdown	—	-0.00	—
Martin ratio: Return relative to average drawdown	—	-0.00	—

Drawdowns

STRD vs. STRF - Drawdown Comparison

The maximum STRD drawdown since its inception was -9.50%, 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	-9.50%	-24.01%	+14.51%
Max Drawdown (1Y) Largest decline over 1 year	—	-24.01%	—
Current Drawdown Current decline from peak	-9.50%	-17.98%	+8.48%
Average Drawdown Average peak-to-trough decline	-4.63%	-10.93%	+6.30%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	13.82%	—

Volatility

Volatility by Period

	STRD	STRF	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	7.63%	—
Volatility (6M) Calculated over the trailing 6-month period	—	15.25%	—
Volatility (1Y) Calculated over the trailing 1-year period	37.86%	25.01%	+12.85%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	37.86%	24.74%	+13.12%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	37.86%	24.74%	+13.12%

Dividends

STRD vs. STRF - Dividend Comparison

STRD's dividend yield for the trailing twelve months is around 8.10%, less than STRF's 13.64% yield.

Position	TTM	2025
STRD MicroStrategy Incorporated	8.10%	0.00%
STRF Strategy 10.00% Series A Perpetual Strife Preferred Stock	13.64%	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.