Performance analysis of Mosaic (MOS)
Annual Return
Over the past 3 years, MOS has had an average annual return of -8.31%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, MOS has had an average annual return of -6.12%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, MOS has had an average annual return of +0.55%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Nov 1, 1999, MOS has had an average annual return of +3.46%, underperforming the benchmark SPY, which returned +8.56% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -1.43% | +1.06% | -29.12% | -16.40% | +12.82% | +72.15% | +7.57% | -25.28% | +14.22% | -10.39% | +10.71% | -37.94% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| -1.38% | -14.91% | +13.68% | -33.77% | +28.30% | +77.88% | -63.26% | +341.67% | +46% | -10.35% | +64.35% | -6.21% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -17.93% | -16.45% | -5.00% | +24.18% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +14.15% | +1.24% | -7.66% | -8.74% | +3.73% | -2.43% | -1.43% | ||||||
| 2025 | +13.47% | -14.24% | +13.93% | +12.55% | +18.88% | +1.55% | -1.29% | -7.25% | +4.53% | -20.85% | -10.78% | -0.74% | +1.06% |
| 2024 | -14.05% | +1.47% | +4.87% | -3.30% | -1.46% | -5.89% | +3.01% | -4.03% | -5.53% | -0.07% | -1.12% | -6.34% | -29.12% |
| 2023 | +12.92% | +7.37% | -12.96% | -6.61% | -24.95% | +9.51% | +16.45% | -4.68% | -7.89% | -8.76% | +10.50% | +0.12% | -16.40% |
| 2022 | +1.68% | +31.24% | +27.10% | -6.14% | +0.37% | -24.42% | +11.50% | +2.58% | -10.28% | +11.21% | -4.28% | -14.48% | +12.82% |
| 2021 | +12.82% | +13.25% | +7.69% | +11.29% | +2.73% | -11.53% | -2.13% | +3.04% | +11.26% | +16.38% | -17.68% | +15.07% | +72.15% |
| 2020 | -8.32% | -14.16% | -36.28% | +6.37% | +5.05% | +3.85% | +7.67% | +35.34% | +0.48% | +1.26% | +18.71% | +5.03% | +7.57% |
| 2019 | +10.51% | -3.13% | -12.59% | -4.39% | -17.77% | +16.84% | +0.64% | -26.99% | +11.78% | -3.02% | -4.17% | +13.90% | -25.28% |
| 2018 | +6.39% | -3.50% | -7.75% | +10.99% | +2.01% | +2.12% | +7.35% | +3.85% | +3.95% | -4.74% | +16.35% | -18.80% | +14.22% |
| 2017 | +6.96% | +0.30% | -6.45% | -7.71% | -15.42% | +0.89% | +5.73% | -17.23% | +8.88% | +3.48% | +8.73% | +5.75% | -10.39% |
Drawdown analysis of Mosaic (MOS)
The maximum drawdown for the MOS was -94.70%, occurring on Mar 18, 2020. This drawdown has not yet recovered.
The current MOS drawdown is -79.89%.
Since Nov 1, 1999 MOS has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 2 times
- 30% or more: 2 times
- 20% or more: 4 times
- 10% or more: 8 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -94.70% | Jun 17, 2008 | 2958 | Mar 18, 2020 | Ongoing | Ongoing | Ongoing |
| -68.29% | Jan 13, 2000 | 949 | Oct 24, 2003 | 760 | Oct 31, 2006 | 1709 |
| -26.95% | Jan 14, 2008 | 4 | Jan 18, 2008 | 20 | Feb 19, 2008 | 24 |
| -21.40% | Feb 25, 2008 | 18 | Mar 20, 2008 | 11 | Apr 7, 2008 | 29 |
| -17.68% | Apr 22, 2008 | 24 | May 27, 2008 | 9 | Jun 9, 2008 | 33 |
| -17.10% | Nov 8, 2007 | 9 | Nov 21, 2007 | 7 | Dec 3, 2007 | 16 |
| -15.15% | Jul 13, 2007 | 10 | Jul 27, 2007 | 20 | Aug 24, 2007 | 30 |
| -12.95% | Dec 12, 2006 | 18 | Jan 10, 2007 | 23 | Feb 13, 2007 | 41 |
| -9.77% | Dec 16, 1999 | 2 | Dec 20, 1999 | 9 | Jan 3, 2000 | 11 |
| -9.74% | Feb 21, 2007 | 8 | Mar 5, 2007 | 5 | Mar 12, 2007 | 13 |
| -9.58% | Oct 1, 2007 | 2 | Oct 3, 2007 | 4 | Oct 9, 2007 | 6 |
| -9.56% | Jan 3, 2008 | 3 | Jan 8, 2008 | 3 | Jan 11, 2008 | 6 |
| -8.77% | Dec 7, 1999 | 3 | Dec 10, 1999 | 4 | Dec 16, 1999 | 7 |
| -8.19% | Apr 26, 2007 | 10 | May 10, 2007 | 7 | May 21, 2007 | 17 |
| -6.90% | Nov 3, 1999 | 5 | Nov 10, 1999 | 2 | Nov 12, 1999 | 7 |
| -6.04% | Apr 16, 2007 | 4 | Apr 20, 2007 | 4 | Apr 26, 2007 | 8 |
| -5.82% | Mar 21, 2007 | 6 | Mar 29, 2007 | 5 | Apr 5, 2007 | 11 |
| -5.72% | Jun 5, 2007 | 2 | Jun 7, 2007 | 4 | Jun 13, 2007 | 6 |
| -5.46% | Apr 9, 2007 | 1 | Apr 10, 2007 | 2 | Apr 12, 2007 | 3 |
| -5.46% | Aug 24, 2007 | 2 | Aug 28, 2007 | 3 | Aug 31, 2007 | 5 |
| -5.10% | Oct 18, 2007 | 2 | Oct 22, 2007 | 3 | Oct 25, 2007 | 5 |
| -4.93% | Jun 19, 2007 | 6 | Jun 27, 2007 | 11 | Jul 13, 2007 | 17 |
| -4.46% | Feb 20, 2008 | 2 | Feb 22, 2008 | 1 | Feb 25, 2008 | 3 |
| -3.83% | May 23, 2007 | 1 | May 24, 2007 | 1 | May 25, 2007 | 2 |
| -3.83% | Nov 20, 2006 | 5 | Nov 28, 2006 | 4 | Dec 4, 2006 | 9 |