The Mosaic Company (MOS) Stock Total Returns

Growth of $10,000 chart

2021-04-14 to 2026-04-14
to
$
%
%
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Investment Performance

Final Value
$7,854
Total Return
-21.46%
CAGR
-4.72%
Dividends
$1,176.90
Yield on Cost
11.77%

Rolling Returns

1-Month (21 Trading Days)
Average+0.35%
Median-0.74%
Best+57.57%
Worst-28.37%
% of Windows Positive46.8%
1-Year (252 Trading Days)
Average+0.71%
Median-10.48%
Best+143.79%
Worst-48.43%
% of Windows Positive42.2%
3-Year (756 Trading Days)
Average-30.56%
Median-33.55%
Best+6.67%
Worst-63.37%
% of Windows Positive2.0%

Risk Metrics

Maximum Drawdown -69.12%
Average Drawdown -43.31%
Drawdown Duration 1000 Trading Days (Unrecovered)
Sortino Ratio 0.13
Calmar Ratio -0.07
CVaR (5%) -6.16%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +0.03% (+0.09% ann.) +$2.58 $91.32 $18.27 $0.15
2025 +0.44% +$44.06 $361.28 $72.25 $0.58
2024 -29.54% $2954.29 $237.09 $47.42 $0.38
2023 -16.83% $1683.37 $241.15 $48.23 $0.39
2022 +12.58% +$1258.39 $143.73 $28.75 $0.23
2021 +71.87% +$7187.02 $119.80 $23.96 $0.19
2020 +7.32% +$731.66 $92.77 $18.55 $0.15
2019 -25.41% $2540.72 $60.05 $12.01 $0.10
2018 +14.14% +$1413.98 $39.01 $7.80 $0.06
2017 -10.82% $1082.37 $205.71 $41.14 $0.33
2016 +9.81% +$981.28 $403.65 $80.73 $0.65
2015 -38.27% $3827.40 $237.10 $47.42 $0.38
2014 -1.79% $179.30 $212.85 $42.57 $0.34
2013 -15.24% $1523.84 $177.51 $35.50 $0.28
2012 +13.40% +$1340.31 $134.29 $26.86 $0.22
2011 -33.81% $3380.57 $26.21 $5.24 $0.04
2010 +28.21% +$2820.93 $33.52 $6.70 $0.06
2009 +76.82% +$7682.14 $434.94 $86.99 $0.69
2008 -63.28% $6327.58 $10.60 $2.12 $0.02
2007 +341.67% +$34166.66 $0.00 $0.00 $0.00
2006 +46.00% +$4600.13 $0.00 $0.00 $0.00
2005 -10.36% $1035.54 $0.00 $0.00 $0.00
2004 +64.35% +$6435.03 $0.00 $0.00 $0.00
2003 -6.36% $635.71 $56.34 $11.27 $0.08
2002 -17.53% $1753.27 $61.64 $12.33 $0.09
2001 -16.15% $1615.11 $38.61 $7.72 $0.06
2000 -3.20% $320.17 $196.80 $39.36 $0.31
1999 -22.28% $2227.76 $150.46 $30.09 $0.24
1998 -34.08% $3408.04 $98.01 $19.60 $0.16
1997 -15.68% $1567.62 $82.01 $16.40 $0.14
1996 -3.37% $336.99 $78.72 $15.74 $0.13
1995 +87.41% +$8741.22 $105.41 $21.08 $0.17
1994 -3.40% $340.38 $22.04 $4.41 $0.04
1993 +7.07% +$707.18 $63.35 $12.67 $0.10
1992 -23.49% $2348.55 $191.53 $38.31 $0.31
1991 +65.79% +$6578.51 $312.04 $62.41 $0.49
1990 +5.91% +$591.34 $322.91 $64.58 $0.52
1989 -21.76% $2175.70 $242.11 $48.42 $0.38
1988 partial +95.48% (+105.90% ann.) +$9548.31 $381.19 $76.24 $0.62

Market Regimes

Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Dot-com bubble / TMT mania August 9, 1995 – March 10, 2000 -56.52% -16.61% $5651.88 $462.02 $92.40 $0.75
Dot-com bust / post-bubble disinflation scare March 13, 2000 – October 9, 2002 -9.70% -3.89% $969.98 $350.59 $70.12 $0.54
China-WTO / housing-credit / commodity boom October 10, 2002 – October 9, 2007 +391.95% +37.56% +$39195.41 $70.41 $14.08 $0.10
GFC / deleveraging / dollar shortage October 10, 2007 – March 9, 2009 -30.63% -22.81% $3063.36 $25.74 $5.15 $0.04
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 +34.33% +9.14% +$3433.36 $463.51 $92.70 $0.75
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 -64.14% -12.68% $6414.47 $1004.16 $200.83 $1.61
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -49.96% -99.96% $4996.46 $27.07 $5.41 $0.04
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +58.64% +110.13% +$5864.42 $93.60 $18.72 $0.15
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +113.35% +105.22% +$11335.02 $147.47 $29.49 $0.24
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 +46.16% +49.62% +$4615.55 $143.06 $28.61 $0.23
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 -50.07% -31.25% $5006.90 $347.43 $69.49 $0.56
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 -3.96% -2.54% $395.54 $514.21 $102.84 $0.82

Dividend History

Annual Dividends Per Share
TTM Yield
Consecutive Years Paid
current
Consecutive Years of Growth
current

Date Per Share Yield %
1988-03-11 $0.0700 0.48%
1988-06-13 $0.1150 0.67%
1988-09-12 $0.1250 0.60%
1988-12-12 $0.1250 0.60%
1989-03-13 $0.1250 0.54%
1989-06-12 $0.1350 0.75%
1989-09-11 $0.1350 0.70%
1989-12-11 $0.1350 0.84%
1990-03-12 $0.1350 0.72%
1990-06-11 $0.1350 0.80%
1990-09-10 $0.1350 0.83%
1990-12-10 $0.1350 0.76%
1991-03-11 $0.1350 0.67%
1991-06-10 $0.1350 0.64%
1991-09-10 $0.1350 0.50%
1991-12-10 $0.1350 0.52%
1992-03-11 $0.1350 0.46%
1992-06-10 $0.1350 0.58%
1992-09-10 $0.1350 0.60%
1992-12-11 $0.1350 0.66%
1993-03-11 $0.1350 0.72%
1994-12-29 $0.0500 0.23%
1995-03-13 $0.0500 0.21%
1995-06-22 $0.0500 0.19%
1995-09-13 $0.0500 0.16%
1995-12-13 $0.0800 0.20%
1996-03-13 $0.0800 0.20%
1996-06-12 $0.0800 0.21%
1996-09-12 $0.0800 0.19%
1996-12-12 $0.0800 0.22%
1997-03-13 $0.0800 0.23%
1997-06-12 $0.0800 0.21%
1997-09-11 $0.0800 0.22%
1997-11-26 $0.0800 0.25%
1998-03-12 $0.0800 0.22%
1998-06-11 $0.0800 0.27%
1998-09-11 $0.0800 0.38%
1998-12-11 $0.0800 0.41%
1999-03-11 $0.0800 0.39%
1999-06-11 $0.0800 0.39%
1999-09-13 $0.0800 0.50%
1999-12-13 $0.0800 0.54%
2000-03-13 $0.0800 0.62%
2000-06-13 $0.0800 0.55%
2000-09-13 $0.0800 0.54%
2000-12-13 $0.0800 0.59%
2001-03-13 $0.0200 0.14%
2001-06-13 $0.0200 0.17%
2001-12-12 $0.0200 0.15%
2002-03-13 $0.0200 0.13%
2002-06-12 $0.0200 0.14%
2002-09-11 $0.0200 0.15%
2002-12-12 $0.0200 0.17%
2003-03-12 $0.0200 0.24%
2003-06-12 $0.0200 0.28%
2003-09-11 $0.0200 0.26%
2008-08-05 $0.0500 0.05%
2008-11-04 $0.0500 0.13%
2009-02-03 $0.0500 0.14%
2009-05-05 $0.0500 0.11%
2009-08-04 $0.0500 0.09%
2009-11-03 $0.0500 0.11%
2009-11-09 $1.3000 2.58%
2010-02-02 $0.0500 0.09%
2010-05-04 $0.0500 0.10%
2010-08-04 $0.0500 0.10%
2010-11-02 $0.0500 0.07%
2011-02-01 $0.0500 0.06%
2011-04-20 $0.0500 0.07%
2011-08-02 $0.0500 0.07%
2011-11-01 $0.0500 0.09%
2012-01-31 $0.0500 0.09%
2012-05-01 $0.1250 0.24%
2012-07-31 $0.2500 0.43%
2012-10-31 $0.2500 0.47%
2013-02-05 $0.2500 0.41%
2013-04-30 $0.2500 0.40%
2013-07-30 $0.2500 0.47%
2013-12-03 $0.2500 0.53%
2014-03-04 $0.2500 0.51%
2014-06-03 $0.2500 0.50%
2014-09-02 $0.2500 0.52%
2014-12-02 $0.2500 0.56%
2015-03-03 $0.2500 0.47%
2015-06-02 $0.2750 0.61%
2015-09-01 $0.2750 0.67%
2015-12-01 $0.2750 0.87%
2016-03-01 $0.2750 1.03%
2016-05-31 $0.2750 1.07%
2016-09-06 $0.2750 0.93%
2016-11-29 $0.2750 1.01%
2017-02-28 $0.2750 0.87%
2017-05-30 $0.1500 0.65%
2017-09-06 $0.1500 0.77%
2017-12-06 $0.0250 0.10%
2018-02-28 $0.0250 0.09%
2018-06-06 $0.0250 0.09%
2018-09-05 $0.0250 0.08%
2018-12-06 $0.0250 0.07%
2019-03-06 $0.0250 0.08%
2019-06-05 $0.0500 0.22%
2019-09-04 $0.0500 0.28%
2019-12-04 $0.0500 0.27%
2020-03-04 $0.0500 0.29%
2020-06-03 $0.0500 0.40%
2020-09-02 $0.0500 0.27%
2020-12-02 $0.0500 0.23%
2021-03-03 $0.0500 0.16%
2021-06-02 $0.0750 0.20%
2021-09-01 $0.0750 0.23%
2021-12-01 $0.0750 0.22%
2022-03-02 $0.1130 0.22%
2022-06-01 $0.1500 0.24%
2022-08-31 $0.1500 0.26%
2022-11-30 $0.1500 0.30%
2023-03-01 $0.2000 0.38%
2023-03-14 $0.2500 0.53%
2023-05-31 $0.2000 0.60%
2023-09-06 $0.2000 0.51%
2023-12-06 $0.2000 0.57%
2024-03-06 $0.2100 0.67%
2024-06-06 $0.2100 0.72%
2024-09-05 $0.2100 0.77%
2024-12-05 $0.2100 0.79%
2025-03-06 $0.2200 0.91%
2025-06-05 $0.2200 0.60%
2025-09-08 $0.2200 0.68%
2025-12-04 $0.2200 0.91%
2026-03-09 $0.2200 0.84%
Total 129 payments

Portfolio Dividend Returns

Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-14 to 2026-04-14. Change
Date Total Yield Tax Trans. Cost Shares Bought
2021-06-02 $22.50 $4.50 $0.04 0.4817
2021-09-01 $22.54 $4.51 $0.04 0.5657
2021-12-01 $22.58 $4.52 $0.04 0.5362
2022-03-02 $34.08 $6.82 $0.06 0.5062
2022-06-01 $45.32 $9.06 $0.07 0.6165
2022-08-31 $45.41 $9.08 $0.07 0.6730
2022-11-30 $45.51 $9.10 $0.07 0.7083
2023-03-01 $60.82 $12.16 $0.10 0.8950
2023-03-14 $76.25 $15.25 $0.12 1.3070
2023-05-31 $61.26 $12.25 $0.10 1.5304
2023-09-06 $61.57 $12.31 $0.10 1.2872
2023-12-06 $61.83 $12.36 $0.10 1.4072
2024-03-06 $65.21 $13.04 $0.10 1.6556
2024-06-06 $65.56 $13.11 $0.10 1.8013
2024-09-05 $65.94 $13.19 $0.11 1.9829
2024-12-05 $66.36 $13.27 $0.11 2.0687
2025-03-06 $69.97 $13.99 $0.11 2.2599
2025-06-05 $70.47 $14.09 $0.11 1.5457
2025-09-08 $70.81 $14.16 $0.11 1.7352
2025-12-04 $71.19 $14.24 $0.11 2.3584
2026-03-09 $71.71 $14.34 $0.11 2.1268
Total $1176.90 $235.38 $1.89 28.0488

All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.

For each rolling window, returns are calculated at every possible starting point:

return = (value[i] ÷ value[i − windowSize] − 1) × 100

Windows
1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
Statistics
Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.

The series is segmented by calendar year:

return = (endValue ÷ startValue − 1) × 100

startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.

TDUP

CAGR -27.18% Total -79.85% Final $2,015
2021-03-26 — 2026-04-14
CLW

CAGR 1.88% Total 38.13% Final $13,813
2008-12-05 — 2026-04-14
LMND

CAGR -1.81% Total -10.00% Final $9,000
2020-07-02 — 2026-04-14