Performance analysis of CMS Energy (CMS)
Annual Return
Over the past 3 years, CMS has had an average annual return of +8.42%, underperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, CMS has had an average annual return of +6.92%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, CMS has had an average annual return of +8.03%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Nov 1, 1999, CMS has had an average annual return of +5.74%, underperforming the benchmark SPY, which returned +8.49% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +5.78% | +8.12% | +18.59% | -5.24% | +0.88% | +9.70% | -0.32% | +29.99% | +8.23% | +17.01% | +18.85% | +7.33% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +34.58% | +13.92% | +15.06% | +23.89% | +23.65% | +61.28% | -40.23% | +5.29% | +15.11% | +38.85% | +22.63% | -9.75% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -57.70% | -19.87% | +8.31% | -16.13% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.23% | +10.02% | -0.63% | -1.08% | -4.69% | +5.92% | -5.23% | +5.78% | |||||
| 2025 | -0.98% | +11.55% | +2.82% | -1.94% | -3.93% | -1.35% | +6.53% | -2.31% | +2.36% | +0.40% | +3.33% | -7.30% | +8.12% |
| 2024 | -1.57% | +1.29% | +5.18% | +0.45% | +4.68% | -5.40% | +8.85% | +5.54% | +4.08% | -1.44% | +0.90% | -4.39% | +18.59% |
| 2023 | -0.22% | -5.94% | +4.09% | +1.44% | -6.13% | +1.33% | +3.95% | -7.22% | -5.48% | +2.32% | +5.37% | +2.31% | -5.24% |
| 2022 | -1.03% | +0.16% | +9.26% | -1.79% | +4.13% | -4.98% | +1.82% | -1.07% | -13.19% | -2.04% | +7.91% | +3.70% | +0.88% |
| 2021 | -6.77% | -4.14% | +13.14% | +5.18% | -1.90% | -5.83% | +4.59% | +4.50% | -6.86% | +1.04% | -1.78% | +10.54% | +9.70% |
| 2020 | +9.03% | -11.27% | -2.76% | -2.83% | +3.38% | -0.27% | +9.86% | -5.13% | +1.52% | +3.13% | -2.21% | -0.86% | -0.32% |
| 2019 | +5.79% | +4.33% | +2.10% | +0.02% | +1.71% | +3.21% | +0.54% | +9% | +1.43% | +0.55% | -4.10% | +2.51% | +29.99% |
| 2018 | -5.39% | -4.37% | +6.69% | +4.20% | -1.50% | +2.49% | +2.24% | +2.62% | -0.49% | +1.06% | +5.96% | -4.69% | +8.23% |
| 2017 | +2.35% | +5.33% | +0.50% | +1.47% | +5.20% | -2.44% | -0.02% | +5.72% | -4.57% | +4.42% | +3.87% | -5.21% | +17.01% |
Drawdown analysis of CMS Energy (CMS)
The maximum drawdown for the CMS was -88.62%, occurring on Mar 11, 2003. Recovery took 2473 trading sessions.
The current CMS drawdown is -8.16%.
Since Nov 1, 1999 CMS has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 3 times
- 10% or more: 8 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -88.62% | Nov 1, 1999 | 841 | Mar 11, 2003 | 2473 | Jan 4, 2013 | 3314 |
| -29.55% | Feb 18, 2020 | 24 | Mar 23, 2020 | 491 | Mar 3, 2022 | 515 |
| -27.56% | Apr 6, 2022 | 373 | Oct 2, 2023 | 226 | Aug 26, 2024 | 599 |
| -17.37% | Nov 14, 2017 | 58 | Feb 8, 2018 | 130 | Aug 15, 2018 | 188 |
| -16.46% | Jan 29, 2015 | 102 | Jun 25, 2015 | 148 | Jan 27, 2016 | 250 |
| -13.21% | Jul 6, 2016 | 90 | Nov 10, 2016 | 89 | Mar 22, 2017 | 179 |
| -12.58% | Apr 30, 2013 | 36 | Jun 20, 2013 | 185 | Mar 17, 2014 | 221 |
| -11.47% | Apr 9, 2026 | 38 | Jun 3, 2026 | Ongoing | Ongoing | Ongoing |
| -9.78% | Dec 13, 2018 | 7 | Dec 24, 2018 | 39 | Feb 21, 2019 | 46 |
| -9.18% | Oct 23, 2024 | 54 | Jan 13, 2025 | 27 | Feb 21, 2025 | 81 |
| -8.71% | Jun 30, 2014 | 26 | Aug 6, 2014 | 48 | Oct 14, 2014 | 74 |
| -8.51% | Apr 3, 2025 | 56 | Jun 25, 2025 | 78 | Oct 15, 2025 | 134 |
| -8.31% | Nov 28, 2025 | 15 | Dec 19, 2025 | 37 | Feb 13, 2026 | 52 |
| -7.85% | Sep 26, 2019 | 32 | Nov 11, 2019 | 44 | Jan 15, 2020 | 76 |
| -7.80% | Apr 1, 2016 | 14 | Apr 21, 2016 | 30 | Jun 3, 2016 | 44 |
| -6.38% | Sep 11, 2017 | 16 | Oct 3, 2017 | 25 | Nov 7, 2017 | 41 |
| -6.20% | Oct 24, 2018 | 7 | Nov 2, 2018 | 11 | Nov 19, 2018 | 18 |
| -5.80% | Sep 13, 2018 | 9 | Sep 26, 2018 | 20 | Oct 24, 2018 | 29 |
| -5.55% | Jun 16, 2017 | 16 | Jul 11, 2017 | 26 | Aug 16, 2017 | 42 |
| -5.41% | Sep 4, 2019 | 4 | Sep 10, 2019 | 12 | Sep 26, 2019 | 16 |
| -4.94% | Mar 17, 2026 | 3 | Mar 20, 2026 | 9 | Apr 2, 2026 | 12 |
| -4.76% | Apr 30, 2014 | 15 | May 21, 2014 | 19 | Jun 18, 2014 | 34 |
| -4.75% | Mar 26, 2019 | 18 | Apr 22, 2019 | 15 | May 13, 2019 | 33 |
| -4.59% | Dec 29, 2014 | 2 | Dec 31, 2014 | 11 | Jan 16, 2015 | 13 |
| -4.01% | Oct 15, 2025 | 10 | Oct 29, 2025 | 9 | Nov 11, 2025 | 19 |