Performance analysis of CMS Energy (CMSC)
Annual Return
Over the past 3 years, CMSC has had an average annual return of +3.19%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, CMSC has had an average annual return of +1.98%, underperforming the benchmark SPY, which returned +12.73% annual.
Since Oct 1, 2018, CMSC has had an average annual return of +4.17%, underperforming the benchmark SPY, which returned +14.54% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.43% | +5.33% | -1.57% | +18.62% | -11.83% | -0.62% | +12.13% | +17.43% | -3.45% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.90% | -1.30% | -5.05% | +4.20% | -0.35% | -3.22% | +1.66% | +0.43% | |||||
| 2025 | +2.35% | -0.34% | -2.66% | -1.74% | +0.95% | +0.80% | +3.72% | +3.89% | +1.72% | -0.13% | -1.43% | -1.68% | +5.33% |
| 2024 | -0.24% | +1.87% | -2.30% | -0.53% | +2.08% | -0.38% | -0.54% | +2.67% | +1.85% | -0.69% | -0.04% | -5.07% | -1.57% |
| 2023 | +12.17% | -1.29% | -0.24% | +3.06% | -2.61% | +0.49% | +0.75% | -1.24% | -3.90% | -2.26% | +11.34% | +2.32% | +18.62% |
| 2022 | -0.22% | -3.26% | +1.38% | -2.52% | +1.87% | -7.61% | +8.23% | -3.09% | -4.27% | -5.56% | +8.13% | -4.23% | -11.83% |
| 2021 | -2.71% | -3.62% | +5.18% | -1.19% | +0.98% | +0.34% | +0.69% | -1.35% | +0.22% | +1.42% | -1.55% | +1.26% | -0.62% |
| 2020 | +2.35% | -4.45% | -2.34% | +6.20% | +0.97% | -3.98% | +6.61% | +0.59% | -2.32% | +3.94% | +1.13% | +3.56% | +12.13% |
| 2019 | +10.31% | -0.53% | +0.52% | +1.49% | +1.24% | +0.48% | +3.48% | +2.10% | +1.69% | -2.86% | -3.21% | +2.09% | +17.43% |
| 2018 | +0.72% | -1.07% | -3.10% | -3.45% |
Drawdown analysis of CMS Energy (CMSC)
The maximum drawdown for the CMSC was -32.28%, occurring on Mar 18, 2020. Recovery took 90 trading sessions.
The current CMSC drawdown is -5.06%.
Since Oct 1, 2018 CMSC has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -32.28% | Sep 27, 2019 | 118 | Mar 18, 2020 | 90 | Jul 27, 2020 | 208 |
| -17.19% | Jun 22, 2021 | 347 | Nov 4, 2022 | 268 | Nov 30, 2023 | 615 |
| -10.25% | Sep 10, 2024 | 152 | Apr 21, 2025 | 87 | Aug 25, 2025 | 239 |
| -7.07% | Feb 20, 2026 | 27 | Mar 31, 2026 | Ongoing | Ongoing | Ongoing |
| -6.62% | Dec 31, 2020 | 37 | Feb 25, 2021 | 78 | Jun 17, 2021 | 115 |
| -5.54% | Jan 31, 2019 | 5 | Feb 7, 2019 | 36 | Apr 1, 2019 | 41 |
| -5.36% | Oct 27, 2025 | 40 | Dec 23, 2025 | 37 | Feb 18, 2026 | 77 |
| -5.02% | Nov 8, 2018 | 33 | Dec 28, 2018 | 19 | Jan 28, 2019 | 52 |
| -4.25% | Mar 21, 2024 | 47 | May 29, 2024 | 53 | Aug 14, 2024 | 100 |
| -3.95% | Sep 4, 2019 | 7 | Sep 13, 2019 | 6 | Sep 23, 2019 | 13 |
| -3.59% | Aug 14, 2020 | 32 | Sep 30, 2020 | 22 | Oct 30, 2020 | 54 |
| -2.35% | Jul 30, 2019 | 6 | Aug 7, 2019 | 9 | Aug 20, 2019 | 15 |
| -1.70% | Sep 17, 2025 | 17 | Oct 10, 2025 | 5 | Oct 17, 2025 | 22 |
| -1.57% | Nov 16, 2020 | 6 | Nov 24, 2020 | 10 | Dec 9, 2020 | 16 |
| -1.40% | Dec 14, 2023 | 2 | Dec 18, 2023 | 6 | Dec 27, 2023 | 8 |
| -1.36% | Feb 29, 2024 | 11 | Mar 15, 2024 | 3 | Mar 20, 2024 | 14 |
| -1.31% | Dec 1, 2023 | 7 | Dec 12, 2023 | 2 | Dec 14, 2023 | 9 |
| -1.27% | Oct 31, 2018 | 3 | Nov 5, 2018 | 3 | Nov 8, 2018 | 6 |
| -1.25% | Feb 9, 2024 | 2 | Feb 13, 2024 | 11 | Feb 29, 2024 | 13 |
| -1.21% | Apr 30, 2019 | 7 | May 9, 2019 | 11 | May 24, 2019 | 18 |
| -1.20% | Aug 28, 2024 | 2 | Aug 30, 2024 | 3 | Sep 5, 2024 | 5 |
| -1.20% | Oct 2, 2018 | 14 | Oct 22, 2018 | 6 | Oct 30, 2018 | 20 |
| -1.16% | Jun 27, 2019 | 5 | Jul 5, 2019 | 3 | Jul 10, 2019 | 8 |
| -1.14% | Apr 1, 2019 | 7 | Apr 10, 2019 | 8 | Apr 23, 2019 | 15 |
| -1.04% | Dec 29, 2023 | 3 | Jan 4, 2024 | 16 | Jan 29, 2024 | 19 |