The Mosaic Company (MOS) Growth of $10K (Lump Sum & DCA)MOSThe Mosaic CompanyNYSEMaterials$21.65$-0.77 -3.43%Oct 1, 2026 close © 2026 WallStMonk. All rights reserved. v0.16.34Not investment advice · Data as of previous market close
Lump Sum10 years ago
$10,000 invested once
$10,647+$647 · +6.47%
Total invested$10,000
Annualised (CAGR)+0.63%
Max drawdown-73.53%
SIP · Monthly122 contributions
$100 every month
$10,896-$1,304 · -10.68%
Total invested$12,200
Money-weighted (XIRR)-2.27%
Max drawdown-56.44%
SIP · Biweekly261 contributions
$100 every two weeks
$23,453-$2,647 · -10.14%
Total invested$26,100
Money-weighted (XIRR)-2.15%
Max drawdown-56.51%
Best 12-month stretch+265.84%May 2020 → May 2021
Worst 12-month stretch-64.02%Apr 2019 → Mar 2020
Deepest drawdown-73.53%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings+$2,286on $10,000, trailing 10 years
Growth of your contributions
It would be worth$21,544after your settings in MOS
Profit-$656-2.96% on money in
Annualised return-0.41%Money-weighted (XIRR)
Deepest dip-69.53%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
-15.54% | +3.33% | -15.72% | -35.00% | -11.01% p.a. | -9.51% p.a. | +0.63% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| +20.54% | -10.38% | +18.83% | -31.10% | +12.16% | +72.15% | +12.80% | -16.42% | -27.50% | +2.62% | -11.11% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,300 | $12,376 | +$2,076 | +20.15% |
| 2017 | $11,500 | $12,361 | +$861 | +7.49% |
| 2018 | $12,800 | $16,065 | +$3,265 | +25.51% |
| 2019 | $14,000 | $12,157 | -$1,843 | -13.16% |
| 2020 | $15,200 | $15,464 | +$264 | +1.74% |
| 2021 | $16,400 | $28,047 | +$11,647 | +71.02% |
| 2022 | $17,600 | $32,636 | +$15,036 | +85.43% |
| 2023 | $18,800 | $28,369 | +$9,569 | +50.90% |
| 2024 | $20,100 | $21,720 | +$1,620 | +8.06% |
| 2025 | $21,300 | $23,328 | +$2,028 | +9.52% |
| 2026 (YTD) | $22,200 | $21,544 | -$656 | -2.96% |