Performance analysis of Consumers Energy (CMS-P-B)
Annual Return
Over the past 3 years, CMS-P-B has had an average annual return of +0.93%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, CMS-P-B has had an average annual return of -1.78%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, CMS-P-B has had an average annual return of +1.66%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Sep 22, 2014, CMS-P-B has had an average annual return of +2.55%, underperforming the benchmark SPY, which returned +13.93% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +3.16% | +6.65% | -1.94% | +0.00804% | -16.71% | +4.23% | +3.77% | +12.59% | +1.95% | +5.48% | +10.79% | -2.98% |
| 2014 | |||||||||||
| +6.13% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.63% | +1.18% | +3.67% | -0.97% | -1.48% | +0.17% | +3.16% | ||||||
| 2025 | +1.93% | +3.75% | +0.11% | -4.45% | -0.85% | +1.99% | +1% | +1.63% | +4.03% | -0.89% | -0.03% | -1.46% | +6.65% |
| 2024 | -0.74% | -1.09% | +1.48% | -1.60% | -1.18% | +1.50% | +1.10% | +1.64% | +5.08% | +0.61% | -3.20% | -5.17% | -1.94% |
| 2023 | +3.99% | -2.07% | +7.68% | -2.14% | +2.62% | -4.74% | +2.90% | -3.56% | +2.97% | -8.76% | +5.45% | -3.04% | +0.00804% |
| 2022 | -0.52% | -1.40% | +1.02% | -7.43% | -0.31% | +1.98% | -0.83% | -0.75% | -5.37% | -2.64% | +3.93% | -5.22% | -16.71% |
| 2021 | -0.05% | +1.95% | +0.10% | +0.64% | -1.59% | +1.91% | +0.09% | +0.37% | +0.11% | +0.59% | -0.14% | +0.22% | +4.23% |
| 2020 | +0.41% | +0.76% | -3.93% | +2.52% | +1.50% | -1.84% | +1.43% | +2.29% | -0.78% | +3.18% | -1.85% | +0.27% | +3.77% |
| 2019 | +0.99% | +1.61% | -0.03% | -0.29% | +1.40% | +0.94% | +0.76% | +0.72% | +2.49% | +1.02% | +1.26% | +1.08% | +12.59% |
| 2018 | -0.16% | -0.53% | +0.09% | +0.81% | +0.11% | +0.40% | -0.11% | +2.43% | -2.81% | -0.07% | +3.38% | -1.46% | +1.95% |
| 2017 | -1.07% | +1.72% | -0.02% | +1.05% | +0.58% | +0.40% | -0.61% | +2.30% | -0.67% | +0.65% | +0.26% | +0.80% | +5.48% |
Drawdown analysis of Consumers Energy (CMS-P-B)
The maximum drawdown for the CMS-P-B was -24.03%, occurring on Nov 7, 2023. This drawdown has not yet recovered.
The current CMS-P-B drawdown is -11.18%.
Since Sep 22, 2014 CMS-P-B has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -24.03% | Dec 14, 2021 | 477 | Nov 7, 2023 | Ongoing | Ongoing | Ongoing |
| -7.19% | Dec 4, 2014 | 265 | Dec 23, 2015 | 46 | Mar 2, 2016 | 311 |
| -6.95% | Sep 9, 2016 | 46 | Nov 14, 2016 | 164 | Jul 12, 2017 | 210 |
| -5.60% | Jan 21, 2020 | 61 | Apr 17, 2020 | 80 | Aug 11, 2020 | 141 |
| -5.30% | Aug 11, 2020 | 17 | Sep 3, 2020 | 40 | Oct 30, 2020 | 57 |
| -5.14% | Jun 16, 2016 | 22 | Jul 19, 2016 | 35 | Sep 7, 2016 | 57 |
| -4.11% | Sep 4, 2018 | 39 | Oct 29, 2018 | 68 | Feb 8, 2019 | 107 |
| -3.54% | Oct 9, 2014 | 5 | Oct 16, 2014 | 31 | Dec 1, 2014 | 36 |
| -3.21% | Apr 9, 2021 | 23 | May 12, 2021 | 29 | Jun 23, 2021 | 52 |
| -3.14% | Jun 2, 2016 | 3 | Jun 7, 2016 | 7 | Jun 16, 2016 | 10 |
| -2.94% | Mar 7, 2016 | 10 | Mar 21, 2016 | 35 | May 10, 2016 | 45 |
| -2.78% | Dec 26, 2017 | 91 | May 8, 2018 | 46 | Jul 13, 2018 | 137 |
| -2.66% | Jul 15, 2019 | 22 | Aug 14, 2019 | 13 | Sep 3, 2019 | 35 |
| -2.62% | Oct 30, 2020 | 10 | Nov 13, 2020 | 53 | Feb 2, 2021 | 63 |
| -2.34% | Jun 3, 2019 | 2 | Jun 5, 2019 | 5 | Jun 12, 2019 | 7 |
| -2.16% | Mar 7, 2019 | 21 | Apr 9, 2019 | 36 | May 31, 2019 | 57 |
| -2.15% | Aug 4, 2021 | 1 | Aug 5, 2021 | 22 | Sep 7, 2021 | 23 |
| -2.11% | Nov 5, 2019 | 8 | Nov 15, 2019 | 8 | Nov 27, 2019 | 16 |
| -2.11% | Nov 9, 2021 | 5 | Nov 16, 2021 | 19 | Dec 14, 2021 | 24 |
| -2.05% | Sep 22, 2021 | 4 | Sep 28, 2021 | 28 | Nov 5, 2021 | 32 |
| -1.96% | Jun 23, 2021 | 20 | Jul 22, 2021 | 7 | Aug 2, 2021 | 27 |
| -1.93% | Mar 2, 2021 | 13 | Mar 19, 2021 | 11 | Apr 6, 2021 | 24 |
| -1.93% | May 10, 2016 | 7 | May 19, 2016 | 1 | May 20, 2016 | 8 |
| -1.91% | Jul 14, 2017 | 7 | Jul 25, 2017 | 27 | Aug 31, 2017 | 34 |
| -1.90% | May 20, 2016 | 2 | May 24, 2016 | 6 | Jun 2, 2016 | 8 |