Performance analysis of CMS Energy (CMSD)
Annual Return
Over the past 3 years, CMSD has had an average annual return of +2.99%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, CMSD has had an average annual return of +1.75%, underperforming the benchmark SPY, which returned +12.73% annual.
Since Feb 21, 2019, CMSD has had an average annual return of +3.96%, underperforming the benchmark SPY, which returned +16.06% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | ||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -1.02% | +6.56% | -1.67% | +18.44% | -11.67% | +1.75% | +6.34% | +13.65% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.89% | -1.70% | -5.07% | +4.66% | +0.72% | -4.49% | +1.41% | -1.02% | |||||
| 2025 | +3.07% | +0.35% | -3.18% | -2.23% | +1.30% | -0.10% | +4.82% | +3.11% | +2.20% | -0.62% | -1.30% | -0.73% | +6.56% |
| 2024 | -0.84% | +1.37% | +0.16% | -1.90% | +2.05% | -0.89% | -0.33% | +3.73% | +0.48% | -0.48% | +0.10% | -4.89% | -1.67% |
| 2023 | +12.27% | -1.36% | -0.62% | +2.23% | -0.49% | +0.04% | +0.53% | -0.06% | -4.36% | -3.60% | +10.41% | +3.39% | +18.44% |
| 2022 | -1.04% | +0.69% | -2.80% | -2.53% | +3.08% | -6.33% | +6.64% | -4.13% | -3.38% | -6.03% | +8.32% | -3.61% | -11.67% |
| 2021 | -2.33% | -1.72% | +2.76% | +1.37% | +0.04% | +2.03% | -0.32% | -0.33% | -0.59% | +1.81% | -2.11% | +1.28% | +1.75% |
| 2020 | +2.05% | -4.92% | -3.44% | +8.83% | -3.17% | -1.50% | +5.22% | +1.30% | -2.39% | +1.97% | +0.92% | +2.12% | +6.34% |
| 2019 | +0.48% | +2.18% | +1.56% | +0.75% | +2.31% | +3.01% | +2.14% | +2.57% | -1.03% | -4.13% | +3.25% | +13.65% |
Drawdown analysis of CMS Energy (CMSD)
The maximum drawdown for the CMSD was -33.33%, occurring on Mar 18, 2020. Recovery took 89 trading sessions.
The current CMSD drawdown is -5.81%.
Since Feb 21, 2019 CMSD 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 |
|---|---|---|---|---|---|---|
| -33.33% | Feb 11, 2020 | 25 | Mar 18, 2020 | 89 | Jul 24, 2020 | 114 |
| -17.54% | Nov 9, 2021 | 247 | Nov 2, 2022 | 271 | Dec 1, 2023 | 518 |
| -10.96% | Sep 10, 2024 | 152 | Apr 21, 2025 | 86 | Aug 22, 2025 | 238 |
| -7.74% | Oct 23, 2025 | 108 | Mar 31, 2026 | Ongoing | Ongoing | Ongoing |
| -5.72% | Sep 30, 2019 | 44 | Dec 2, 2019 | 12 | Dec 18, 2019 | 56 |
| -5.41% | Dec 30, 2020 | 38 | Feb 25, 2021 | 27 | Apr 6, 2021 | 65 |
| -4.50% | Mar 21, 2024 | 47 | May 29, 2024 | 55 | Aug 16, 2024 | 102 |
| -3.65% | Aug 18, 2020 | 30 | Sep 30, 2020 | 17 | Oct 23, 2020 | 47 |
| -3.29% | Jun 18, 2021 | 77 | Oct 7, 2021 | 22 | Nov 8, 2021 | 99 |
| -3.25% | Apr 7, 2021 | 25 | May 12, 2021 | 16 | Jun 4, 2021 | 41 |
| -2.57% | Oct 23, 2020 | 7 | Nov 3, 2020 | 9 | Nov 16, 2020 | 16 |
| -2.36% | Sep 19, 2025 | 17 | Oct 14, 2025 | 7 | Oct 23, 2025 | 24 |
| -2.27% | Jul 27, 2020 | 8 | Aug 6, 2020 | 6 | Aug 14, 2020 | 14 |
| -2.25% | Jan 3, 2020 | 3 | Jan 8, 2020 | 20 | Feb 6, 2020 | 23 |
| -2.20% | Dec 18, 2019 | 5 | Dec 26, 2019 | 5 | Jan 3, 2020 | 10 |
| -2.12% | Aug 28, 2019 | 11 | Sep 13, 2019 | 4 | Sep 19, 2019 | 15 |
| -1.69% | Nov 17, 2020 | 8 | Nov 30, 2020 | 13 | Dec 17, 2020 | 21 |
| -1.66% | Aug 25, 2025 | 4 | Aug 29, 2025 | 4 | Sep 5, 2025 | 8 |
| -1.54% | Jul 22, 2019 | 3 | Jul 25, 2019 | 3 | Jul 30, 2019 | 6 |
| -1.52% | Dec 29, 2023 | 2 | Jan 3, 2024 | 20 | Feb 1, 2024 | 22 |
| -1.38% | Apr 30, 2019 | 9 | May 13, 2019 | 12 | May 30, 2019 | 21 |
| -1.24% | Jul 31, 2019 | 3 | Aug 5, 2019 | 7 | Aug 14, 2019 | 10 |
| -1.16% | Dec 1, 2023 | 1 | Dec 4, 2023 | 7 | Dec 13, 2023 | 8 |
| -1.05% | Dec 14, 2023 | 2 | Dec 18, 2023 | 1 | Dec 19, 2023 | 3 |
| -0.80% | Mar 7, 2024 | 5 | Mar 14, 2024 | 4 | Mar 20, 2024 | 9 |