STRF vs. MSTR
STRF (Strategy 10.00% Series A Perpetual Strife Preferred Stock) and MSTR (Strategy Inc) are both stocks. Both operate in the Software - Application industry within the Technology sector. Over the past year, STRF returned -3.58% vs -69.56% for MSTR. A 0.50 correlation means they provide meaningful diversification when combined.
Performance
STRF vs. MSTR - Performance Comparison
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Returns By Period
In the year-to-date period, STRF achieves a -5.16% return, which is significantly higher than MSTR's -25.94% return.
STRF
- 1D
- -2.07%
- 1M
- -7.21%
- YTD
- -5.16%
- 6M
- -11.04%
- 1Y
- -3.58%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
MSTR
- 1D
- -3.46%
- 1M
- -31.74%
- YTD
- -25.94%
- 6M
- -31.73%
- 1Y
- -69.56%
- 3Y*
- 56.53%
- 5Y*
- 11.72%
- 10Y*
- 19.85%
STRF vs. MSTR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
STRF Strategy 10.00% Series A Perpetual Strife Preferred Stock | -5.16% | 14.48% |
MSTR Strategy Inc | -25.94% | -55.55% |
Correlation
The correlation between STRF and MSTR is 0.51, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.51 |
Correlation (All Time) Calculated using the full available price history since Mar 26, 2025 | 0.50 |
The correlation between STRF and MSTR has been stable across timeframes, ranging from 0.50 to 0.51 - a consistent structural relationship.
Fundamentals
STRF:
$30.40B
MSTR:
$37.58B
STRF:
-$40.19
MSTR:
-$40.19
STRF:
57.07
MSTR:
70.55
STRF:
0.83
MSTR:
1.03
STRF:
$490.47M
MSTR:
$490.47M
STRF:
$334.08M
MSTR:
$334.08M
STRF:
$466.93M
MSTR:
$466.93M
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Return for Risk
STRF vs. MSTR — Risk / Return Rank
STRF
MSTR
STRF vs. MSTR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Strategy 10.00% Series A Perpetual Strife Preferred Stock (STRF) and Strategy Inc (MSTR). 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.
| STRF | MSTR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.84 | ||
| Sortino ratioReturn per unit of downside risk | +1.79 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 0.81 | +0.19 |
| Calmar ratioReturn relative to maximum drawdown | -0.13 | -0.91 | +0.78 |
| Martin ratioReturn relative to average drawdown | -0.23 | -1.29 | +1.06 |
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Drawdowns
STRF vs. MSTR - Drawdown Comparison
The maximum STRF drawdown since its inception was -24.01%, smaller than the maximum MSTR drawdown of -99.86%. Use the drawdown chart below to compare losses from any high point for STRF and MSTR.
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Drawdown Indicators
| STRF | MSTR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.01% | -99.86% | +75.85% |
Max Drawdown (1Y)Largest decline over 1 year | -24.01% | -76.53% | +52.52% |
Max Drawdown (3Y)Largest decline over 3 years | — | -77.42% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -84.11% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -89.27% | — |
Current DrawdownCurrent decline from peak | -20.71% | -76.25% | +55.54% |
Average DrawdownAverage peak-to-trough decline | -10.92% | -86.45% | +75.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 13.77% | 53.81% | -40.04% |
Volatility
STRF vs. MSTR - Volatility Comparison
The current volatility for Strategy 10.00% Series A Perpetual Strife Preferred Stock (STRF) is 6.16%, while Strategy Inc (MSTR) has a volatility of 21.97%. This indicates that STRF experiences smaller price fluctuations and is considered to be less risky than MSTR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| STRF | MSTR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.16% | 21.97% | -15.81% |
Volatility (6M)Calculated over the trailing 6-month period | 14.63% | 57.49% | -42.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.64% | 71.85% | -47.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.51% | 90.64% | -66.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.51% | 73.87% | -49.36% |
Dividends
STRF vs. MSTR - Dividend Comparison
STRF's dividend yield for the trailing twelve months is around 10.99%, while MSTR has not paid dividends to shareholders.
| Position | TTM | 2025 |
|---|---|---|
MSTR Strategy Inc | 0.00% | 0.00% |
STRF Strategy 10.00% Series A Perpetual Strife Preferred Stock | 10.99% | 7.56% |
Financials
STRF vs. MSTR - Financials Comparison
This section allows you to compare key financial metrics between Strategy 10.00% Series A Perpetual Strife Preferred Stock and Strategy 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
STRF and MSTR have a correlation of 0.51, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MSTR has higher volatility (21.97%) compared to STRF (6.16%). In terms of maximum drawdown, STRF dropped -24.01% vs MSTR's -99.86%.
STRF currently has the higher Sharpe Ratio (-0.13 vs -0.97), 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.
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