CMS

CMS Energy Corporation

$69.22−0.40 (−0.57%)Close Nov 12, 2026

Feb 21, 1973 – Nov 12, 2026, Dividends reinvested

Final balance: $74,929
CAGR: +3.82%
Max drawdown: −91.11%
Sharpe ratio: 0.28

Growth of $10,000

Trailing returns (%)

CMS's average annual return was 8.90% over the last 10 years and 11.35% over the last 20 years, through Nov 12, 2026. $10,000 in CMS on Nov 11, 2016 grew to $23,466 by Nov 12, 2026, with dividends reinvested.

	Total	Per year
CMS	+5.96	−0.34	−4.04	+2.13	−4.72	+11.01	+6.16	+8.90	+11.69	+11.35	+7.53	+5.88	+3.82

Total

1M: +5.96%
3M: −0.34%
6M: −4.04%
YTD: +2.13%
1Y: −4.72%

Per year

3Y: +11.01%
5Y: +6.16%
10Y: +8.90%
15Y: +11.69%
20Y: +11.35%
25Y: +7.53%
30Y: +5.88%
Since 1973: +3.82%

Annual returns

1973 from Feb 21 · 2026 through Nov 12

CMS returns by year

Year	Return
2026 through Nov 12	+2.13%
2025	+8.13%
2024	+18.60%
2023	−5.21%
2022	+0.18%
2021	+9.71%
2020	−0.31%
2019	+30.04%
2018	+8.25%
2017	+17.03%
2016	+18.85%
2015	+7.31%
2014	+34.59%
2013	+13.90%
2012	+15.05%
2011	+23.92%
2010	+23.60%
2009	+61.25%
2008	−40.23%
2007	+5.29%
2006	+15.09%
2005	+38.85%
2004	+22.65%
2003	−9.75%
2002	−57.61%
2001	−19.79%
2000	+8.28%
1999	−32.69%
1998	+13.19%
1997	+35.43%
1996	+16.37%
1995	+35.42%
1994	−5.81%
1993	+40.26%
1992	+2.87%
1991	−32.69%
1990	−25.59%
1989	+56.36%
1988	+80.56%
1987	−13.60%
1986	+108.33%
1985	+62.16%
1984	−67.26%
1983	−28.03%
1982	+14.60%
1981	+3.01%
1980	−11.92%
1979	−15.64%
1978	−7.25%
1977	+6.63%
1976	+19.08%
1975	+92.41%
1974	−56.59%
1973 from Feb 21	−20.81%

Metrics

Since 1973

Volatility	28.10%
Sortino ratio	0.39
Calmar ratio	0.04
Best year, 1986	+108.33%
Worst year, 1984	−67.26%
Positive years	35 of 52
Longest drawdown	16.2 years

Worst drawdowns

Since 1973

Decline	Peak	Bottom	Recovered	Length
−91.1%	Dec 1998	Mar 2003	Jun 2014	15.5 years
−84.8%	Feb 1973	Dec 1984	May 1989	16.2 years
−59.4%	Jan 1990	Apr 1992	Nov 1996	6.9 years
−29.6%	Feb 2020	Mar 2020	Mar 2022	2 years
−28.0%	Apr 2022	Oct 2023	Sep 2024	2.4 years