MSTR (MSTR): analysis and statistics
Return, volatility, Sharpe ratio and risk for MSTR, an S&P 500 component in the — sector. Data as of 2026-08-01.
| Last close price | $93.28 |
| Sector (GICS) | — |
| Annualized return (2.9 yr) | +45.67% |
| Total return over period | +196.92% |
| Annualized volatility | 89.53% |
| Sharpe ratio | 0.47 |
| Sortino ratio | 0.75 |
| Max drawdown | -79.69% |
| CVaR 95% (avg. loss, worst 5% of days) | -10.79% |
| Correlation with the S&P 500 | 0.42 |
| Period range | $31.13 – $473.83 |
| Trading days analyzed | 729 |
Over the last 2.9 years, MSTR (MSTR) has posted an annualized return of +45.67% with annual volatility of 89.53%, a Sharpe ratio of 0.47. Its worst stretch (max drawdown from a peak) was -79.69%. Its correlation with the S&P 500 is 0.42, which means it moves moderately in step with the index.
These are historical, realized metrics, not projections: they describe how the stock behaved, not how it will behave going forward. To see how MSTR would fit inside an optimized portfolio alongside other S&P 500 stocks, try the optimizer.
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Information for educational purposes only. Not financial advice or a recommendation to buy or sell. Past performance does not guarantee future results.