Relative Intelligence · Preferred Stocks
How Strive Inc. Perp. Pfd. Series A (SATA) compares with the whole market and its popular alternatives
Built by QuantCommons' quantitative engine, this page is about relative opportunity, not data on SATA alone. It places SATA (Strive Inc. Perp. Pfd. Series A) against 9 popular alternatives, its neighboring categories and the entire market of over 10,000 U.S.-listed stocks and ETFs, and surfaces what has done better on consistent outperformance, return for the risk taken and diversification. The result is a clearer view of where SATA stands in the market, and of the alternatives worth a closer look.
Period covered: SATA's full trading record. All returns include reinvested dividends. Data as of October 20, 2026.
Data as of October 20, 2026. Full tables and charts read best on a larger screen.
SATA began trading in November 2025, so it has less than a year of history. This page compares it over the periods it has, so it may be missing long-term perspectives that will appear as its record grows.
On this page3 sections
Key findings
- Right nowSATA has trailed the market, rising 6.0% over the past 6 months against 9.1% for the S&P 500 and 11.2% for the Nasdaq 100. Not every peer went the same way. Over the past 6 months, STRF (MicroStrategy Incorporated 10.00% Series A Perpetual Strife Preferred Stock) rose 8.4% and STRD (Strategy) fell 2.5%. Consistency ↓
- Stock or market?SATA held up far better than its industry: it rose 4.4% over the past 3 months while the preferred stocks ETF PFF (iShares Preferred and Income Securities ETF) fell 3.3%. The S&P 500 rose 3.9%.
SATA at a glance
This section summarizes the key facts about the stock, its returns over the months since it began trading and the risk it has carried, with dividends reinvested throughout. These figures serve as the baseline for every comparison that follows.
Note: SATA began trading on November 6, 2025, so every figure here, including its worst decline, covers only the time since then. None of them reflect the dot-com bust, the 2008 financial crisis or eight other sell-offs.
- SATA is trading within 1% of its all-time high.
- SATA's deepest decline since it began trading in 2025 was 17.1%, from January to February 2026. It took one month from the low to climb back to its old high.
The company
- Market value
- $69B
- Industry
- Asset Management
- Price history from
- November 2025
Returns
- Past 1 month
- −0.2%total return
- Past 3 months
- +4.4%total return
- Past 6 months
- +6.0%total return
Risk
- Worst decline ever
- −17.1%Jan 2026 to Feb 2026
- From its all-time high
- At its highwithin 1%
SATA against its popular alternatives
The investments people most often weigh against SATA, compared period by period and year by year.
Has SATA consistently beaten its popular alternatives?
This section compares SATA with the investments people most often weigh against it, checking each one over four periods from one month to the year to date. Counting how often an alternative earned more than SATA helps separate lasting outperformance from a single strong stretch.
- Only one of the nine popular alternatives, ASST, outperformed SATA in at least 3 of 4 timeframes.
A green cell means the alternative earned more than SATA over that period. "Qualified" marks those that did so in at least 3 of 4 periods.
| Investment | Periods outperformed | Short term | Risk | Fund | |||||
|---|---|---|---|---|---|---|---|---|---|
| 1M | 3M | 6M | YTD | Worst declinepast 10 years | Expense | Assets | Overlapsame sectors | ||
| SATA Strive Inc. Perp. Pfd. Series A (this page) | — | −0.2% | +4.4% | +6.0% | +15.8% | — | — | $69B | — |
| ASST QualifiedStrive, Inc. | 3/4 short | −10.8% | +119% | +73.2% | +56.4% | −98.0% | — | $2.7B | — |
| STRC Software - ApplicationStrategy Inc | 2/4 short | +0.9% | +16.9% | +5.8% | +9.5% | −24.3% | — | $33B | — |
| STRF Software - ApplicationMicroStrategy Incorporated 10.00% Series A Perpetual Strife Preferred Stock | 2/4 short | −0.5% | +10.3% | +8.4% | +7.1% | −26.5% | — | $31B | — |
| IBIT CryptoiShares Bitcoin Trust ETF | 2/4 short | −4.7% | +26.6% | +8.0% | −8.3% | −53.3% | 0.25% | $65B | — |
| STRD Software - ApplicationStrategy Inc | 1/4 short | −5.3% | +18.1% | −2.5% | +3.1% | −39.8% | — | $987M | — |
| STRK Software - ApplicationStrategy Inc | 1/4 short | −6.6% | +19.7% | −1.9% | −7.4% | −54.6% | — | $21B | — |
| MSTR Software - ApplicationStrategy Inc | 1/4 short | −15.3% | +45.9% | −16.4% | −9.2% | −89.3% | — | $57B | — |
| APOS Asset ManagementApollo Global Management, Inc. | 0/4 short | −1.4% | −0.5% | +0.5% | +0.6% | −4.5% | — | $65B | — |
| PFF Dividend & IncomeiShares Preferred and Income Securities ETF | 0/4 short | −3.9% | −3.3% | −5.5% | −3.9% | −34.1% | 0.45% | $12B | — |
Risk and diversification
How SATA has fallen, how it held up in crashes beside the S&P 500 and its popular alternatives, and what moves independently of it.
What were SATA's worst declines?
A drawdown is the decline from a peak to the lowest point before a new high. This section presents SATA's four deepest drawdowns since it began trading in 2025, alongside the S&P 500's return over the same dates, and how long each took to recover. Together, these figures show how much an investor could have lost and how long it took to get back to even.
Note: SATA began trading on November 6, 2025, so this list cannot include the dot-com bust, the 2008 financial crisis or eight other sell-offs.
- In all four of SATA's worst declines, the S&P 500 held up better over the same dates.
- Not every decline was the market's doing: SATA fell 17.1% from January to February 2026, while the S&P 500 slipped only 2.0%.
- None of these declines kept SATA below its old high for long; the longest climb back took two months.
Green means SATA fell less than the S&P 500 over the same dates. Based on daily closing prices with dividends reinvested.
| During | SATA fell | S&P 500, same dates | Peak | Low | Time to the low | Back at the peak | Time to recover |
|---|---|---|---|---|---|---|---|
| No named crash | −17.1% | −2.0% | Jan 2026 | Feb 2026 | 1 month | Mar 2026 | 1 month |
| No named crash | −16.2% | −0.6% | Jun 2026 | Jun 2026 | Under a month | Aug 2026 | 2 months |
| No named crash | −8.9% | −2.9% | Nov 2025 | Nov 2025 | Under a month | Dec 2025 | 1 month |
| No named crash | −5.2% | −2.8% | Jun 2026 | Jun 2026 | Under a month | Jun 2026 | Under a month |
Common questions
What was SATA's worst drawdown?
SATA's deepest decline since it began trading in 2025 was 17.1%, from January to February 2026. It took one month from the low to climb back to its old high. Because SATA launched in November 2025, that record does not include the dot-com bust, the 2008 financial crisis or eight other sell-offs.
What are the best alternatives to SATA?
Of the nine popular alternatives we compared, one outperformed SATA in at least 3 of 4 timeframes, with dividends reinvested: ASST.
How we measure
- Short-term periods are 1M, 3M, 6M, YTD. An investment outperformed in a period when its total return, with dividends reinvested, was higher than SATA's. Returns within 0.5 points or 3% of SATA's, whichever is larger, count as a tie.
- "Qualified" means outperforming in at least 3 of 4 periods. "All-weather" means outperforming in every long-term period and all but one short-term period.
- Popular alternatives are the funds and stocks most often compared with this one. We include only those that trade today, are not leveraged or inverse, and hold at least $200 million.
- A decline, or drawdown, runs from a peak to the lowest close before the next high. The worst decline ever uses all the price history we have; comparisons between funds use the past 10 years so that younger funds are judged on the same stretch.
- Sector overlap is the share of assets two funds hold in the same sectors. Correlation and the mixed-portfolio figures use monthly returns.
- Figures are computed from daily adjusted prices and update after each trading day. Past performance does not predict future results.
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