Over the latest trailing 12-month period, total return cagr is -35.00%. The comparable SPY value is +18.19%. Year-to-date total return is -3.75%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in MOS
$8,642
(0.9x return)
Invested on Jul 29, 1996
Growth of $10,000 in SPY (S&P 500)
$197,387
(19.7x return)
Invested on Jul 29, 1996
This chart illustrates the cumulative performance of a hypothetical $10,000 investment. It assumes that all dividends paid by both the stock and SPY are reinvested in additional shares on the payment date, showing the true long-term compounding impact of distributions.
YTD Total Return
-3.8%
1-Year Total Return
-35.0%
Current Dividend Yield
3.86%
Compound Annual Growth Rate (CAGR) is shown below. The difference between price CAGR and total return CAGR is the compound contribution of dividends reinvested.
| Holding Period | Price CAGR | Total Return CAGR | Dividend Addition |
|---|---|---|---|
| 1 Year | (37.2%) | (35.0%) | +2.2% |
| 3 Years | (17.2%) | (14.7%) | +2.5% |
| 5 Years | (6.1%) | (3.9%) | +2.3% |
| 10 Years | (1.7%) | +0.2% | +1.9% |
| 15 Years | (7.3%) | (5.5%) | +1.8% |
| 20 Years |
| +2.0% |
| +3.5% |
| +1.6% |
