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

Performance

STRK vs. STRF - Performance Comparison

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

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STRK vs. STRF - Yearly Performance Comparison


Fundamentals

Market Cap

STRK:

$20.79B

STRF:

$28.15B

EPS

STRK:

-$13.50

STRF:

-$13.50

PS Ratio

STRK:

44.25

STRF:

59.92

PB Ratio

STRK:

3.63

STRF:

4.91

Total Revenue (TTM)

STRK:

$477.23M

STRF:

$477.23M

Gross Profit (TTM)

STRK:

$327.82M

STRF:

$327.82M

EBITDA (TTM)

STRK:

-$5.44B

STRF:

-$5.44B

Returns By Period

In the year-to-date period, STRK achieves a -7.92% return, which is significantly lower than STRF's -2.87% return.


STRK

1D
2.15%
1M
-7.42%
YTD
-7.92%
6M
-19.07%
1Y
-8.04%
3Y*
5Y*
10Y*

STRF

1D
0.89%
1M
-0.42%
YTD
-2.87%
6M
-10.32%
1Y
13.29%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

STRK vs. STRF — Risk / Return Rank

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

STRK
STRK Risk / Return Rank: 3333
Overall Rank
STRK Sharpe Ratio Rank: 3232
Sharpe Ratio Rank
STRK Sortino Ratio Rank: 2828
Sortino Ratio Rank
STRK Omega Ratio Rank: 2929
Omega Ratio Rank
STRK Calmar Ratio Rank: 3636
Calmar Ratio Rank
STRK Martin Ratio Rank: 3737
Martin Ratio Rank

STRF
STRF Risk / Return Rank: 5656
Overall Rank
STRF Sharpe Ratio Rank: 6161
Sharpe Ratio Rank
STRF Sortino Ratio Rank: 5353
Sortino Ratio Rank
STRF Omega Ratio Rank: 5454
Omega Ratio Rank
STRF Calmar Ratio Rank: 5757
Calmar Ratio Rank
STRF Martin Ratio Rank: 5656
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.

STRK vs. STRF - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for MicroStrategy Incorporated (STRK) and MicroStrategy Incorporated 10.00% Series A Perpetual Strife Preferred Stock (STRF). 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.


STRKSTRFDifference

Sharpe ratio

Return per unit of total volatility

-0.22

0.52

-0.74

Sortino ratio

Return per unit of downside risk

-0.09

0.88

-0.97

Omega ratio

Gain probability vs. loss probability

0.99

1.12

-0.13

Calmar ratio

Return relative to maximum drawdown

-0.20

0.61

-0.81

Martin ratio

Return relative to average drawdown

-0.33

1.27

-1.61

STRK vs. STRF - Sharpe Ratio Comparison

The current STRK Sharpe Ratio is -0.22, which is lower than the STRF Sharpe Ratio of 0.52. The chart below compares the historical Sharpe Ratios of STRK and STRF, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


STRKSTRFDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.22

0.52

-0.74

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.18

0.52

-0.69

Correlation

The correlation between STRK and STRF is 0.68, 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

STRK vs. STRF - Dividend Comparison

STRK's dividend yield for the trailing twelve months is around 11.32%, more than STRF's 10.59% yield.


Drawdowns

STRK vs. STRF - Drawdown Comparison

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


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Drawdown Indicators


STRKSTRFDifference

Max Drawdown

Largest peak-to-trough decline

-40.99%

-24.01%

-16.98%

Max Drawdown (1Y)

Largest decline over 1 year

-40.99%

-24.01%

-16.98%

Current Drawdown

Current decline from peak

-39.72%

-18.80%

-20.92%

Average Drawdown

Average peak-to-trough decline

-19.52%

-9.56%

-9.96%

Ulcer Index

Depth and duration of drawdowns from previous peaks

24.27%

11.47%

+12.80%

Volatility

STRK vs. STRF - Volatility Comparison

MicroStrategy Incorporated (STRK) has a higher volatility of 8.48% compared to MicroStrategy Incorporated 10.00% Series A Perpetual Strife Preferred Stock (STRF) at 4.13%. This indicates that STRK's price experiences larger fluctuations and is considered to be riskier than STRF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


STRKSTRFDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.48%

4.13%

+4.35%

Volatility (6M)

Calculated over the trailing 6-month period

25.72%

18.80%

+6.92%

Volatility (1Y)

Calculated over the trailing 1-year period

35.86%

25.89%

+9.97%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

36.72%

25.80%

+10.92%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

36.72%

25.80%

+10.92%

Financials

STRK vs. STRF - Financials Comparison

This section allows you to compare key financial metrics between MicroStrategy Incorporated and MicroStrategy Incorporated 10.00% Series A Perpetual Strife 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


110.00M115.00M120.00M125.00M130.00M135.00MAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
122.99M
122.99M
(STRK) Total Revenue
(STRF) Total Revenue
Values in USD except per share items