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Mondelez International MDLZ

equity

Price History

$22.29$40.43$58.58$76.72
2001-06 · DCA start$31

Time underwater

How far below its previous all-time high the price sat, each month. 0% means a new high.

-48.2%-32.1%-16.1%0.0%
2001-062026-08 · -19.0%

Worst drawdown: −48%, peaking May 2002 and bottoming Mar 2009 — 158 months below the prior high before recovering.

DCA Backtest

Invested
$30,300
Value today
$48,118
Return
+58.8%
Months invested
303

Scenarios

Inflation — the same contributions merely keeping pace with CPI would be $43,378 today, so the real (inflation-adjusted) return is +10.9%.

Lump sum instead — $30,300 all at once in Jun 2001: $60,776 (+100.6%) — lump sum came out ahead.

Worst timing — same monthly amount started at the all-time high (Apr 2023): $3,886 on $4,100 invested (-5.2%).

⚠ Price returns only — dividends are not included. This understates the true return of dividend-paying shares, and any comparison against crypto (which pays no dividends) is biased against equities by roughly the dividend yield, compounded.

If this saved you a spreadsheet — buy me a coffee.

Every start month at once

Each cell is the return-to-date of £/$/€100-a-month DCA started that month. Click a cell to load it in the backtest above. The ringed cell is the all-time-high start — the worst timing scenario.

JFMAMJJASOND
2001
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Legend:−50%−20%0%+50%+200%+1000%worst timing (ATH)Selected 2001-06: +58.8%

About Mondelez International

Mondelez International, Inc. is an American multinational confectionery, food, holding, beverage, and snack food company based in Chicago. Mondelez has an annual revenue of about $38.5 billion and operates in approximately 160 countries. It ranked No. 108 in the 2021 Fortune 500 list of the largest United States corporations by total revenue. (Wikipedia)

It's a listed company categorised under consumer staples and packaged foods & meats, with a market cap of about $79.4B.

It rates Medium-High Risk at 2.3/5, meaning real but ordinary risk — the kind most mainstream assets carry, with some factors scoring poorly.

What pushes the score up: leverage / financial (3.0/5) and earnings quality (3.0/5).

Scoring well: liquidity at 1.0/5.

Not yet researched: concentration, governance. These are excluded from the score rather than guessed, so the real risk may be higher than what’s shown.

Ratings summarise sourced facts against fixed rules — not investment advice, and no substitute for your own diligence.

Risk Profile

Medium-High Risk(2.3/5)80% rated

How these ratings work

Market / Volatility2.0/5 · weight 20%
  • Annualised volatility (3yr)2/518.0
  • Max drawdown from ATH2/548.2
  • Beta vs S&P 5002/50.56
Liquidity1.0/5 · weight 15%
  • Avg daily $ volume1/5540.4m
  • Float % of shares outstandingnot yet researched
Leverage / Financial3.0/5 · weight 20%
  • Debt / equity3/50.71
  • Interest coverage (EBIT / interest)3/55.9
Earnings Quality3.0/5 · weight 15%
  • 3yr EPS volatility3/527.7
Concentrationunrated · weight 10%
  • Largest customer, % of revenuenot yet researched
  • Geographic revenue concentrationnot yet researched
Governanceunrated · weight 10%
  • Board independence %not yet researched
  • Share structurenot yet researched
  • Litigation / audit historynot yet researched
Sector / Regulatory2.0/5 · weight 10%
  • Sector regulatory exposure2/5moderate

Linked Assets

Same sector, or return-correlated — worth knowing what else might move if this one does.