I pulled the data since the start of this year: $AMDY has a total return of +96%, while AMD stock is up 178%. It captured only half the upside, yet paid out 67% in distributions.
$MSTY has a total return of -6%, while $MSTR is roughly flat, down 4%.
This fund mostly tracks the underlying stock. $MSTR would need a huge bull year like AMD had for $MSTY to catch up with $AMDY.
$MSTY has a total return of -6%, while $MSTR is roughly flat, down 4%.
This fund mostly tracks the underlying stock. $MSTR would need a huge bull year like AMD had for $MSTY to catch up with $AMDY.