Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| STRF (MicroStrategy Incorporated 10.00% Series A Perpetual Strife Preferred Stock) | -5.16% | -3.20% | NA | NA | NA | NA | NA | … | … |
Data as of 06/18/2026, Common starting date is 03/26/2025
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STRF (MicroStrategy Incorporated 10.00% Series A Perpetual Strife Preferred Stock) | 03/26/2025 | 06/18/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.32 | -3.20 | NA | NA | NA | NA | NA | … | … | -5.16 | 22.48 |
| Sharpe Ratio | NA | -0.10 | NA | NA | NA | NA | NA | … | … | -0.48 | 1.06 |
| Standard Deviation(%) | NA | 24.45 | NA | NA | NA | NA | NA | … | … | 20.59 | 26.37 |
| Draw Down(%) | NA | 24.01 | NA | NA | NA | NA | NA | … | … | 11.61 | 24.01 |
| Yield(%) | 2.64 | 9.65 | 4.53 | 2.72 | 1.36 | 0.91 | 0.68 | … | … | 4.83 | 8.22 |
Data as of 06/18/2026, Common starting date is 03/26/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STRF (MicroStrategy Incorporated 10.00% Series A Perpetual Strife Preferred Stock) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STRF (MicroStrategy Incorporated 10.00% Series A Perpetual Strife Preferred Stock) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart