STRF vs. STRD

Last updated Jun 3, 2026

STRF (Strategy 10.00% Series A Perpetual Strife Preferred Stock) and STRD (MicroStrategy Incorporated) are both stocks. Both operate in the Software - Application industry within the Technology sector. A 0.50 correlation means they provide meaningful diversification when combined.

Performance

STRF vs. STRD - Performance Comparison

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

Returns By Period

STRF

• 1D: -2.07%
• 1M: -4.16%
• YTD: -1.80%
• 6M: -6.75%
• 1Y: 1.93%
• 3Y*: —
• 5Y*: —
• 10Y*: —

STRD

• 1D: -1.32%
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

STRF vs. STRD - Yearly Performance Comparison

	2026 (YTD)
STRF Strategy 10.00% Series A Perpetual Strife Preferred Stock	-3.67%
STRD MicroStrategy Incorporated	-3.67%

Correlation

The correlation between STRF and STRD is 0.50, 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 29, 2026	0.50

Fundamentals

Market Cap STRF : $32.32B STRD : $23.35B
EPS STRF : -$40.19 STRD : -$38.95
PS Ratio STRF : 60.69 STRD : 44.56
PB Ratio STRF : 0.88 STRD : 0.64
Total Revenue (TTM) STRF : $490.47M STRD : $490.47M
Gross Profit (TTM) STRF : $334.08M STRD : $334.08M
EBITDA (TTM) STRF : $466.93M STRD : $520.73M

Return for Risk

STRF vs. STRD — Risk / Return Rank

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

STRF

STRF Risk / Return Rank: 40
STRF Sharpe Ratio Rank: 43
STRF Sortino Ratio Rank: 36
STRF Omega Ratio Rank: 37
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.

STRF vs. STRD - 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 MicroStrategy Incorporated (STRD). 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	STRD	Difference
Sharpe ratio Return per unit of total volatility	0.08	—	—
Sortino ratio Return per unit of downside risk	0.29	—	—
Omega ratio Gain probability vs. loss probability	1.04	—	—
Calmar ratio Return relative to maximum drawdown	0.12	—	—
Martin ratio Return relative to average drawdown	0.22	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	STRF	STRD	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.08	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.50	-3.27	+3.77

Drawdowns

STRF vs. STRD - Drawdown Comparison

The maximum STRF drawdown since its inception was -24.01%, which is greater than STRD's maximum drawdown of -3.67%. Use the drawdown chart below to compare losses from any high point for STRF and STRD.

Drawdown Indicators

	STRF	STRD	Difference
Max Drawdown Largest peak-to-trough decline	-24.01%	-3.67%	-20.34%
Max Drawdown (1Y) Largest decline over 1 year	-24.01%	—	—
Current Drawdown Current decline from peak	-17.90%	-3.67%	-14.23%
Average Drawdown Average peak-to-trough decline	-10.43%	-3.16%	-7.27%
Ulcer Index Depth and duration of drawdowns from previous peaks	13.10%	—	—

Volatility

Volatility by Period

	STRF	STRD	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.23%	—	—
Volatility (6M) Calculated over the trailing 6-month period	14.38%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	25.38%	35.85%	-10.47%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	24.49%	35.85%	-11.36%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	24.49%	35.85%	-11.36%

Dividends

STRF vs. STRD - Dividend Comparison

STRF's dividend yield for the trailing twelve months is around 10.47%, while STRD has not paid dividends to shareholders.

Position	TTM	2025
STRD MicroStrategy Incorporated	0.00%	0.00%
STRF Strategy 10.00% Series A Perpetual Strife Preferred Stock	10.47%	7.56%

Financials

Frequently Asked Questions

Can I hold both STRF and STRD in my portfolio?

STRF and STRD have a correlation of 0.50, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.