The Mosaic Company (MOS) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$6,858
Total Return
-31.42%
CAGR
-7.27%
Dividends
$1,091.63
Yield on Cost
10.92%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.23% |
| Median | -1.07% |
| Best | +57.57% |
| Worst | -28.37% |
| % of Windows Positive | 46.4% |
1-Year (252 Trading Days)
| Average | -3.13% |
| Median | -13.22% |
| Best | +95.99% |
| Worst | -48.43% |
| % of Windows Positive | 38.7% |
3-Year (756 Trading Days)
| Average | -32.52% |
| Median | -35.16% |
| Best | +6.67% |
| Worst | -63.37% |
| % of Windows Positive | 2.0% |
Risk Metrics
| Maximum Drawdown | -70.26% |
| Average Drawdown | -45.11% |
| Drawdown Duration | 1035 Trading Days (Unrecovered) |
| Sortino Ratio | 0.04 |
| Calmar Ratio | -0.10 |
| CVaR (5%) | -6.16% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -1.87% (-4.38% ann.) | $186.89 | $183.24 | $36.65 | $0.29 |
| 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
about| 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 – June 3, 2026 | -5.77% | -3.43% | $577.47 | $602.47 | $120.49 | $0.97 |
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% |
| 2026-05-21 | $0.2200 | 1.01% |
| Total | 130 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-06-03 to 2026-06-03. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-09-01 | $20.06 | $4.01 | $0.03 | 0.5035 |
| 2021-12-01 | $20.10 | $4.02 | $0.03 | 0.4772 |
| 2022-03-02 | $30.33 | $6.07 | $0.05 | 0.4505 |
| 2022-06-01 | $40.33 | $8.07 | $0.06 | 0.5487 |
| 2022-08-31 | $40.41 | $8.08 | $0.06 | 0.5990 |
| 2022-11-30 | $40.50 | $8.10 | $0.06 | 0.6304 |
| 2023-03-01 | $54.13 | $10.83 | $0.09 | 0.7965 |
| 2023-03-14 | $67.86 | $13.57 | $0.11 | 1.1632 |
| 2023-05-31 | $54.52 | $10.91 | $0.09 | 1.3621 |
| 2023-09-06 | $54.80 | $10.96 | $0.09 | 1.1456 |
| 2023-12-06 | $55.02 | $11.00 | $0.09 | 1.2523 |
| 2024-03-06 | $58.04 | $11.61 | $0.09 | 1.4734 |
| 2024-06-06 | $58.35 | $11.67 | $0.09 | 1.6031 |
| 2024-09-05 | $58.69 | $11.74 | $0.09 | 1.7648 |
| 2024-12-05 | $59.06 | $11.81 | $0.09 | 1.8411 |
| 2025-03-06 | $62.27 | $12.45 | $0.10 | 2.0113 |
| 2025-06-05 | $62.72 | $12.54 | $0.10 | 1.3756 |
| 2025-09-08 | $63.02 | $12.60 | $0.10 | 1.5443 |
| 2025-12-04 | $63.36 | $12.67 | $0.10 | 2.0990 |
| 2026-03-09 | $63.82 | $12.76 | $0.10 | 1.8928 |
| 2026-05-21 | $64.24 | $12.85 | $0.10 | 2.3376 |
| Total | $1091.63 | $218.32 | $1.75 | 26.8720 |
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.