Over the latest trailing 12-month period, total return cagr is -22.49%. The comparable SPY value is +17.49%. Year-to-date total return is +7.40%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in MOS
$8,874
(0.9x return)
Invested on Sep 9, 1996
Growth of $10,000 in SPY (S&P 500)
$190,498
(19.0x return)
Invested on Sep 9, 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
+7.4%
1-Year Total Return
-22.5%
Current Dividend Yield
3.49%
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 | (25.2%) | (22.5%) | +2.7% |
| 3 Years | (12.1%) | (9.3%) | +2.8% |
| 5 Years | (4.5%) | (2.1%) | +2.4% |
| 10 Years | (0.7%) | +1.2% | +1.9% |
| 15 Years | (6.6%) | (4.7%) | +1.9% |
| 20 Years |
| +2.4% |
| +4.0% |
| +1.6% |
