Performance analysis of CMS Energy (CMS-P-C)
Annual Return
Over the past 3 years, CMS-P-C has had an average annual return of -0.22%, underperforming the benchmark SPY, which returned +22.45% annual.
Since Jun 25, 2021, CMS-P-C has had an average annual return of -2.67%, underperforming the benchmark SPY, which returned +13.71% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -1.35% | -1.03% | -0.65% | +18.61% | -25.18% | +1.60% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.49% | +0.86% | -6.21% | +5.10% | -1.62% | -0.61% | -1.35% | ||||||
| 2025 | -2.72% | -1.16% | -3.33% | -1.86% | -1.54% | +3.74% | +4.30% | +4.94% | +4.71% | +0.06% | -7.43% | +0.07% | -1.03% |
| 2024 | +4.48% | -3.91% | +3.27% | -9.05% | +2.93% | -0.74% | +0.68% | +2.30% | +3.12% | +0.77% | -0.45% | -3.21% | -0.65% |
| 2023 | +12.44% | -2.56% | +3.89% | -1.17% | +1.94% | -8.08% | +3.09% | +3.64% | +3.67% | -8.67% | +15.47% | -3.67% | +18.61% |
| 2022 | -7.52% | -5.92% | -2.34% | -10.87% | +3.48% | -6.82% | +11.15% | -11.29% | -0.90% | -3.81% | +9.31% | -0.28% | -25.18% |
| 2021 | +0.32% | +0.59% | -0.19% | -0.34% | -0.64% | -0.60% | +2.48% | +1.60% |
Drawdown analysis of CMS Energy (CMS-P-C)
The maximum drawdown for the CMS-P-C was -32.70%, occurring on Nov 2, 2022. This drawdown has not yet recovered.
The current CMS-P-C drawdown is -14.25%.
Since Jun 25, 2021 CMS-P-C has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -32.70% | Jul 23, 2021 | 323 | Nov 2, 2022 | Ongoing | Ongoing | Ongoing |
| -0.47% | Jul 15, 2021 | 4 | Jul 21, 2021 | 2 | Jul 23, 2021 | 6 |
| -0.08% | Jul 9, 2021 | 1 | Jul 12, 2021 | 1 | Jul 13, 2021 | 2 |