STRF vs. STRD

Last updated Apr 1, 2026

Compare and contrast key facts about MicroStrategy Incorporated 10.00% Series A Perpetual Strife Preferred Stock (STRF) and MicroStrategy Incorporated (STRD).

Performance

STRF vs. STRD - Performance Comparison

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

STRF vs. STRD - Yearly Performance Comparison

	2026 (YTD)	2025
STRF MicroStrategy Incorporated 10.00% Series A Perpetual Strife Preferred Stock	-2.87%	5.03%
STRD MicroStrategy Incorporated	3.62%	-5.26%

Fundamentals

Market Cap STRF : $28.15B STRD : $22.30B
EPS STRF : -$13.50 STRD : -$19.31
PS Ratio STRF : 59.92 STRD : 31.68
PB Ratio STRF : 4.91 STRD : 0.51
Total Revenue (TTM) STRF : $477.23M STRD : $477.23M
Gross Profit (TTM) STRF : $327.82M STRD : $327.82M
EBITDA (TTM) STRF : -$5.44B STRD : -$5.38B

Returns By Period

In the year-to-date period, STRF achieves a -2.87% return, which is significantly lower than STRD's 3.62% return.

STRF

• 1D: 0.89%
• 1M: -0.42%
• YTD: -2.87%
• 6M: -10.32%
• 1Y: 13.29%
• 3Y*: —
• 5Y*: —
• 10Y*: —

STRD

• 1D: 3.68%
• 1M: 1.04%
• YTD: 3.62%
• 6M: 2.68%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

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: 56
STRF Sharpe Ratio Rank: 61
STRF Sortino Ratio Rank: 53
STRF Omega Ratio Rank: 54
STRF Calmar Ratio Rank: 57
STRF Martin Ratio Rank: 56

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 MicroStrategy Incorporated 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	0.52	—	—
Sortino ratio Return per unit of downside risk	0.88	—	—
Omega ratio Gain probability vs. loss probability	1.12	—	—
Calmar ratio Return relative to maximum drawdown	0.61	—	—
Martin ratio Return relative to average drawdown	1.27	—	—
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	0.52	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.52	-0.09	+0.60

Correlation

The correlation between STRF and STRD is 0.61, 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. STRD - Dividend Comparison

STRF's dividend yield for the trailing twelve months is around 10.59%, which matches STRD's 10.62% yield.

	TTM	2025
STRF MicroStrategy Incorporated 10.00% Series A Perpetual Strife Preferred Stock	10.59%	7.56%
STRD MicroStrategy Incorporated	10.62%	7.35%

Drawdowns

STRF vs. STRD - Drawdown Comparison

The maximum STRF drawdown since its inception was -24.01%, smaller than the maximum STRD drawdown of -28.91%. 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%	-28.91%	+4.90%
Max Drawdown (1Y) Largest decline over 1 year	-24.01%	—	—
Current Drawdown Current decline from peak	-18.80%	-11.88%	-6.92%
Average Drawdown Average peak-to-trough decline	-9.56%	-12.40%	+2.84%
Ulcer Index Depth and duration of drawdowns from previous peaks	11.47%	—	—

Volatility

Volatility by Period

	STRF	STRD	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.13%	—	—
Volatility (6M) Calculated over the trailing 6-month period	18.80%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	25.89%	25.90%	-0.01%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	25.80%	25.90%	-0.10%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	25.80%	25.90%	-0.10%

Financials