Performance analysis of CMS Energy (CMSA)
Annual Return
Over the past 3 years, CMSA has had an average annual return of +1.57%, underperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, CMSA has had an average annual return of +1.02%, underperforming the benchmark SPY, which returned +12.73% annual.
Since Mar 12, 2018, CMSA has had an average annual return of +3.49%, underperforming the benchmark SPY, which returned +14.32% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -0.76% | +4.86% | -3.81% | +19.65% | -12.75% | -2.20% | +14.62% | +16.70% | -2.55% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.55% | -1.21% | -4.52% | +3.19% | -0.67% | -2.84% | +1.05% | -0.76% | |||||
| 2025 | +2.83% | +1.19% | -4.47% | -3.11% | -0.23% | +2.98% | +2.25% | +4.53% | +9.12% | -6.07% | -1.77% | -1.53% | +4.86% |
| 2024 | +0.65% | +1.14% | -0.32% | -5.74% | +4.54% | +1.01% | -0.87% | +5.99% | +0% | -1.56% | +2.69% | -10.33% | -3.81% |
| 2023 | +13.46% | -3.98% | +3.77% | +3.29% | +0.46% | -2.41% | +1.85% | -4.25% | -3.53% | -4.19% | +12.77% | +2.80% | +19.65% |
| 2022 | -2.09% | -1.03% | +0.39% | -1.93% | +2.90% | -2.53% | +3.78% | -5.61% | +0.85% | -9.69% | +7.51% | -4.93% | -12.75% |
| 2021 | -7.17% | -0.74% | +2.24% | +0.83% | +3.61% | -1.10% | +0.49% | -0.42% | +0.19% | -0.04% | -1.31% | +1.58% | -2.20% |
| 2020 | +4.77% | -6.91% | -3.22% | +9.63% | +0.05% | -3.75% | +7.63% | -0.03% | -2.37% | +2.54% | +1.05% | +5.67% | +14.62% |
| 2019 | +8.31% | -1.46% | +2.85% | +2.46% | -0.28% | +1.66% | +2.29% | +1.98% | +0.04% | -0.04% | -2.66% | +0.81% | +16.70% |
| 2018 | -0.16% | -1.49% | -0.40% | +1.47% | +0.20% | +1.65% | -2.00% | -1.63% | -3.82% | +3.81% | -2.55% |
Drawdown analysis of CMS Energy (CMSA)
The maximum drawdown for the CMSA was -32.25%, occurring on Mar 18, 2020. Recovery took 89 trading sessions.
The current CMSA drawdown is -9.83%.
Since Mar 12, 2018 CMSA has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 4 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -32.25% | Feb 4, 2020 | 30 | Mar 18, 2020 | 89 | Jul 24, 2020 | 119 |
| -17.10% | Jun 22, 2021 | 337 | Oct 21, 2022 | 292 | Dec 20, 2023 | 629 |
| -15.77% | Sep 23, 2024 | 138 | Apr 11, 2025 | 116 | Sep 29, 2025 | 254 |
| -11.37% | Sep 30, 2025 | 185 | Jun 26, 2026 | Ongoing | Ongoing | Ongoing |
| -8.34% | Dec 30, 2020 | 38 | Feb 25, 2021 | 81 | Jun 22, 2021 | 119 |
| -8.02% | Aug 30, 2018 | 66 | Dec 4, 2018 | 25 | Jan 11, 2019 | 91 |
| -6.91% | Mar 21, 2024 | 27 | Apr 30, 2024 | 75 | Aug 16, 2024 | 102 |
| -4.02% | Nov 14, 2019 | 14 | Dec 5, 2019 | 23 | Jan 9, 2020 | 37 |
| -3.90% | Mar 16, 2018 | 24 | Apr 20, 2018 | 86 | Aug 22, 2018 | 110 |
| -3.38% | Jan 31, 2019 | 6 | Feb 8, 2019 | 32 | Mar 27, 2019 | 38 |
| -3.35% | Apr 30, 2019 | 9 | May 13, 2019 | 19 | Jun 10, 2019 | 28 |
| -3.33% | Sep 3, 2019 | 8 | Sep 13, 2019 | 10 | Sep 27, 2019 | 18 |
| -3.14% | Jul 29, 2020 | 44 | Sep 30, 2020 | 19 | Oct 27, 2020 | 63 |
| -2.81% | Feb 1, 2024 | 8 | Feb 13, 2024 | 7 | Feb 23, 2024 | 15 |
| -2.34% | Jul 31, 2019 | 3 | Aug 5, 2019 | 11 | Aug 20, 2019 | 14 |
| -1.86% | Oct 28, 2019 | 8 | Nov 7, 2019 | 5 | Nov 14, 2019 | 13 |
| -1.77% | Mar 1, 2024 | 10 | Mar 15, 2024 | 4 | Mar 21, 2024 | 14 |
| -1.74% | Nov 16, 2020 | 4 | Nov 20, 2020 | 12 | Dec 9, 2020 | 16 |
| -1.54% | Sep 27, 2019 | 8 | Oct 9, 2019 | 9 | Oct 22, 2019 | 17 |
| -1.47% | Oct 27, 2020 | 1 | Oct 28, 2020 | 8 | Nov 9, 2020 | 9 |
| -1.32% | Apr 1, 2019 | 2 | Apr 3, 2019 | 18 | Apr 30, 2019 | 20 |
| -1.28% | Jan 11, 2019 | 3 | Jan 16, 2019 | 6 | Jan 25, 2019 | 9 |
| -1.25% | Jun 28, 2019 | 1 | Jul 1, 2019 | 6 | Jul 10, 2019 | 7 |
| -1.13% | Jul 18, 2019 | 2 | Jul 22, 2019 | 6 | Jul 30, 2019 | 8 |
| -0.84% | Jan 29, 2024 | 2 | Jan 31, 2024 | 1 | Feb 1, 2024 | 3 |