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STRF vs. STRK
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

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 Strategy Inc. 8.00% Series A Perpetual Strike Preferred Stock (STRK). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, STRF achieves a -1.89% return, which is significantly higher than STRK's -16.60% return.


STRF

1D
0.31%
1M
-4.71%
YTD
-1.89%
6M
-6.03%
1Y
-0.04%
3Y*
5Y*
10Y*

STRK

1D
0.25%
1M
-13.21%
YTD
-16.60%
6M
-20.81%
1Y
-33.35%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

STRF vs. STRK - Yearly Performance Comparison


Correlation

The correlation between STRF and STRK is 0.68, 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

0.68

Correlation (All Time)
Calculated using the full available price history since Mar 26, 2025

0.67

The correlation between STRF and STRK has been stable across timeframes, ranging from 0.67 to 0.68 - a consistent structural relationship.

Fundamentals

Market Cap

STRF:

$30.60B

STRK:

$20.15B

EPS

STRF:

-$40.19

STRK:

-$40.19

PS Ratio

STRF:

57.44

STRK:

37.83

PB Ratio

STRF:

0.83

STRK:

0.55

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

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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: 4040
Overall Rank
STRF Sharpe Ratio Rank: 4242
Sharpe Ratio Rank
STRF Sortino Ratio Rank: 3636
Sortino Ratio Rank
STRF Omega Ratio Rank: 3636
Omega Ratio Rank
STRF Calmar Ratio Rank: 4242
Calmar Ratio Rank
STRF Martin Ratio Rank: 4242
Martin Ratio Rank

STRK
STRK Risk / Return Rank: 1111
Overall Rank
STRK Sharpe Ratio Rank: 77
Sharpe Ratio Rank
STRK Sortino Ratio Rank: 88
Sortino Ratio Rank
STRK Omega Ratio Rank: 1010
Omega Ratio Rank
STRK Calmar Ratio Rank: 1414
Calmar Ratio Rank
STRK Martin Ratio Rank: 1818
Martin Ratio Rank
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 Strategy Inc. 8.00% Series A Perpetual Strike Preferred Stock (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.

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.


STRFSTRKDifference
Sharpe ratioReturn per unit of total volatility

+0.92

Sortino ratioReturn per unit of downside risk

+1.52

Omega ratioGain probability vs. loss probability

1.02

0.85

+0.18

Calmar ratioReturn relative to maximum drawdown

-0.00

-0.73

+0.73

Martin ratioReturn relative to average drawdown

-0.00

-1.11

+1.10

STRF vs. STRK - Sharpe Ratio Comparison

The current STRF Sharpe Ratio is -0.00, which is higher than the STRK Sharpe Ratio of -0.92. 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.


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Drawdowns

STRF vs. STRK - Drawdown Comparison

The maximum STRF drawdown since its inception was -24.01%, smaller than the maximum STRK drawdown of -45.54%. Use the drawdown chart below to compare losses from any high point for STRF and STRK.


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Drawdown Indicators


STRFSTRKDifference

Max Drawdown

Largest peak-to-trough decline

-24.01%

-45.54%

+21.53%

Max Drawdown (1Y)

Largest decline over 1 year

-24.01%

-45.54%

+21.53%

Current Drawdown

Current decline from peak

-17.98%

-45.41%

+27.43%

Average Drawdown

Average peak-to-trough decline

-10.93%

-22.46%

+11.53%

Ulcer Index

Depth and duration of drawdowns from previous peaks

13.82%

30.19%

-16.37%

Volatility

STRF vs. STRK - Volatility Comparison

The current volatility for Strategy 10.00% Series A Perpetual Strife Preferred Stock (STRF) is 7.63%, while Strategy Inc. 8.00% Series A Perpetual Strike Preferred Stock (STRK) has a volatility of 12.22%. 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.


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Volatility by Period


STRFSTRKDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.63%

12.22%

-4.59%

Volatility (6M)

Calculated over the trailing 6-month period

15.25%

23.94%

-8.69%

Volatility (1Y)

Calculated over the trailing 1-year period

25.01%

36.44%

-11.43%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

24.74%

35.63%

-10.89%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.74%

35.63%

-10.89%

Dividends

STRF vs. STRK - Dividend Comparison

STRF's dividend yield for the trailing twelve months is around 13.64%, less than STRK's 16.57% yield.


Financials

STRF vs. STRK - Financials Comparison

This section allows you to compare key financial metrics between Strategy 10.00% Series A Perpetual Strife Preferred Stock and Strategy Inc. 8.00% Series A Perpetual Strike Preferred Stock. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


110.00M115.00M120.00M125.00M130.00M135.00M20222023202420252026
124.30M
124.30M
(STRF) Total Revenue
(STRK) Total Revenue
Values in USD except per share items

Frequently Asked Questions


STRF and STRK have a correlation of 0.68, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

STRK has higher volatility (12.22%) compared to STRF (7.63%). In terms of maximum drawdown, STRF dropped -24.01% vs STRK's -45.54%.

STRF currently has the higher Sharpe Ratio (-0.00 vs -0.92), 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.

Portfolio Optimizer

Find the right allocation for STRF and STRK

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