STRF vs. STRK

Last updated Jun 3, 2026

STRF (Strategy 10.00% Series A Perpetual Strife Preferred Stock) and STRK (MicroStrategy Incorporated) are both stocks. Both operate in the Software - Application industry within the Technology sector. Over the past year, STRF returned 1.93% vs -27.08% for STRK. A 0.65 correlation means they provide meaningful diversification when combined.

Performance

STRF vs. STRK - 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 (STRK). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, STRF achieves a -1.80% return, which is significantly higher than STRK's -9.18% return.

STRF

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

STRK

• 1D: -2.20%
• 1M: -12.50%
• YTD: -9.18%
• 6M: -14.50%
• 1Y: -27.08%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

STRF vs. STRK - Yearly Performance Comparison

	2026 (YTD)	2025
STRF Strategy 10.00% Series A Perpetual Strife Preferred Stock	-1.80%	16.74%
STRK MicroStrategy Incorporated	-9.18%	-2.94%

Correlation

The correlation between STRF and STRK is 0.67, 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	0.67
Correlation (All Time) Calculated using the full available price history since Mar 27, 2025	0.65

The correlation between STRF and STRK has been stable across timeframes, ranging from 0.65 to 0.67 - a consistent structural relationship.

Fundamentals

Market Cap STRF : $32.32B STRK : $23.28B
EPS STRF : -$40.19 STRK : -$40.19
PS Ratio STRF : 60.69 STRK : 43.72
PB Ratio STRF : 0.88 STRK : 0.64
Total Revenue (TTM) STRF : $490.47M STRK : $490.47M
Gross Profit (TTM) STRF : $334.08M STRK : $334.08M
EBITDA (TTM) STRF : $466.93M STRK : $466.93M

Return for Risk

STRF vs. STRK — 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

STRK

STRK Risk / Return Rank: 14
STRK Sharpe Ratio Rank: 9
STRK Sortino Ratio Rank: 10
STRK Omega Ratio Rank: 12
STRK Calmar Ratio Rank: 17
STRK Martin Ratio Rank: 22

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. STRK - 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 (STRK). 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	STRK	Difference
Sharpe ratio Return per unit of total volatility	0.08	-0.76	+0.84
Sortino ratio Return per unit of downside risk	0.29	-1.05	+1.34
Omega ratio Gain probability vs. loss probability	1.04	0.88	+0.16
Calmar ratio Return relative to maximum drawdown	0.12	-0.64	+0.76
Martin ratio Return relative to average drawdown	0.22	-0.92	+1.13
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

STRF vs. STRK - Sharpe Ratio Comparison

The current STRF Sharpe Ratio is 0.08, which is higher than the STRK Sharpe Ratio of -0.76. The chart below compares the historical Sharpe Ratios of STRF and STRK, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	STRF	STRK	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.08	-0.76	+0.84
Sharpe Ratio (All Time) Calculated using the full available price history	0.50	-0.19	+0.69

Drawdowns

STRF vs. STRK - Drawdown Comparison

The maximum STRF drawdown since its inception was -24.01%, smaller than the maximum STRK drawdown of -40.99%. Use the drawdown chart below to compare losses from any high point for STRF and STRK.

Drawdown Indicators

	STRF	STRK	Difference
Max Drawdown Largest peak-to-trough decline	-24.01%	-40.99%	+16.98%
Max Drawdown (1Y) Largest decline over 1 year	-24.01%	-40.99%	+16.98%
Current Drawdown Current decline from peak	-17.90%	-40.55%	+22.65%
Average Drawdown Average peak-to-trough decline	-10.43%	-21.66%	+11.23%
Ulcer Index Depth and duration of drawdowns from previous peaks	13.10%	28.46%	-15.36%

Volatility

STRF vs. STRK - Volatility Comparison

The current volatility for Strategy 10.00% Series A Perpetual Strife Preferred Stock (STRF) is 3.23%, while MicroStrategy Incorporated (STRK) has a volatility of 5.73%. This indicates that STRF experiences smaller price fluctuations and is considered to be less risky than STRK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	STRF	STRK	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.23%	5.73%	-2.50%
Volatility (6M) Calculated over the trailing 6-month period	14.38%	22.56%	-8.18%
Volatility (1Y) Calculated over the trailing 1-year period	25.38%	35.55%	-10.17%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	24.49%	35.08%	-10.59%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	24.49%	35.08%	-10.59%

Dividends

STRF vs. STRK - Dividend Comparison

STRF's dividend yield for the trailing twelve months is around 10.47%, less than STRK's 11.47% yield.

Position	TTM	2025
STRF Strategy 10.00% Series A Perpetual Strife Preferred Stock	10.47%	7.56%
STRK MicroStrategy Incorporated	11.47%	9.19%

Financials

Frequently Asked Questions

Can I hold both STRF and STRK in my portfolio?

STRF and STRK have a correlation of 0.67, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, STRF or STRK?

STRK has higher volatility (5.73%) compared to STRF (3.23%). In terms of maximum drawdown, STRF dropped -24.01% vs STRK's -40.99%.

Which has better risk-adjusted returns?

STRF currently has the higher Sharpe Ratio (0.08 vs -0.76), 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.