STRF vs. MSTR
Compare and contrast key facts about MicroStrategy Incorporated 10.00% Series A Perpetual Strife Preferred Stock (STRF) and MicroStrategy Incorporated (MSTR).
Performance
STRF vs. MSTR - Performance Comparison
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STRF vs. MSTR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
STRF MicroStrategy Incorporated 10.00% Series A Perpetual Strife Preferred Stock | -2.87% | 16.74% |
MSTR MicroStrategy Incorporated | -17.87% | -53.86% |
Fundamentals
STRF:
$28.15B
MSTR:
$36.69B
STRF:
-$13.50
MSTR:
-$13.50
STRF:
59.92
MSTR:
78.11
STRF:
4.91
MSTR:
6.41
STRF:
$477.23M
MSTR:
$477.23M
STRF:
$327.82M
MSTR:
$327.82M
STRF:
-$5.44B
MSTR:
-$5.44B
Returns By Period
In the year-to-date period, STRF achieves a -2.87% return, which is significantly higher than MSTR's -17.87% return.
STRF
- 1D
- 0.89%
- 1M
- -0.42%
- YTD
- -2.87%
- 6M
- -10.32%
- 1Y
- 13.29%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
MSTR
- 1D
- 2.77%
- 1M
- -3.63%
- YTD
- -17.87%
- 6M
- -61.27%
- 1Y
- -56.71%
- 3Y*
- 62.23%
- 5Y*
- 12.15%
- 10Y*
- 21.18%
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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 MicroStrategy Incorporated 10.00% Series A Perpetual Strife Preferred Stock (STRF) and MicroStrategy Incorporated (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.
| STRF | MSTR | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.52 | -0.77 | +1.28 |
Sortino ratioReturn per unit of downside risk | 0.88 | -1.12 | +2.00 |
Omega ratioGain probability vs. loss probability | 1.12 | 0.87 | +0.25 |
Calmar ratioReturn relative to maximum drawdown | 0.61 | -0.74 | +1.35 |
Martin ratioReturn relative to average drawdown | 1.27 | -1.29 | +2.56 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| STRF | MSTR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.52 | -0.77 | +1.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.13 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.29 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.12 | +0.39 |
Correlation
The correlation between STRF and MSTR is 0.54, 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.
Dividends
STRF vs. MSTR - Dividend Comparison
STRF's dividend yield for the trailing twelve months is around 10.59%, while MSTR has not paid dividends to shareholders.
| TTM | 2025 | |
|---|---|---|
STRF MicroStrategy Incorporated 10.00% Series A Perpetual Strife Preferred Stock | 10.59% | 7.56% |
MSTR MicroStrategy Incorporated | 0.00% | 0.00% |
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 (5Y)Largest decline over 5 years | — | -84.11% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -89.27% | — |
Current DrawdownCurrent decline from peak | -18.80% | -73.66% | +54.86% |
Average DrawdownAverage peak-to-trough decline | -9.56% | -86.60% | +77.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.47% | 43.98% | -32.51% |
Volatility
STRF vs. MSTR - Volatility Comparison
The current volatility for MicroStrategy Incorporated 10.00% Series A Perpetual Strife Preferred Stock (STRF) is 4.13%, while MicroStrategy Incorporated (MSTR) has a volatility of 18.69%. 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 | 4.13% | 18.69% | -14.56% |
Volatility (6M)Calculated over the trailing 6-month period | 18.80% | 55.56% | -36.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.89% | 74.10% | -48.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.80% | 91.30% | -65.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.80% | 73.16% | -47.36% |
Financials
STRF vs. MSTR - Financials Comparison
This section allows you to compare key financial metrics between MicroStrategy Incorporated 10.00% Series A Perpetual Strife Preferred Stock and MicroStrategy Incorporated. 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