Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMS-PB (Consumers Energy Company) | 3.08% | 10.03% | -0.34% | -1.79% | 1.86% | 4.44% | 4.88% | … | … |
Data as of 06/04/2026, Common starting date is 03/18/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMS-PB (Consumers Energy Company) | 03/18/1980 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.02 | 10.03 | -0.34 | -1.79 | 1.86 | 4.44 | 4.88 | … | … | 3.08 | 6.66 | -1.91 | 0.05 | -16.73 | 4.23 | 3.82 | 12.59 | 1.98 | 5.50 | 10.73 | -2.96 | 13.51 | 7.53 | 7.41 | 20.57 | 8.02 | 23.93 | -12.77 | 2.52 | 9.69 | 10.17 | 9.11 | 42.33 | 0.62 | 23.76 | -3.50 | -6.51 | 14.37 | 28.23 | 4.10 | 30.70 | -12.54 | 20.72 | -1.76 | 3.18 | 8.56 | 46.44 | -7.55 | 2.13 | 34.29 | 59.09 | -19.27 | -15.18 | 17.89 | -9.17 | -8.40 |
| Sharpe Ratio | NA | 0.33 | -0.07 | -0.18 | 0.01 | NA | NA | … | … | 0.24 | 0.18 | -0.29 | -0.12 | -0.74 | 0.47 | 0.25 | 1.08 | 0.06 | 0.46 | 0.59 | -0.18 | 0.83 | 0.40 | 0.43 | 1.15 | 0.29 | 0.55 | -0.38 | -0.03 | 0.41 | 0.36 | 0.41 | 1.77 | -0.02 | 1.10 | -0.31 | -0.36 | 0.70 | 1.27 | 0.03 | 1.32 | -0.75 | 1.00 | -0.27 | -0.05 | 0.37 | 1.79 | -0.64 | -0.08 | 0.97 | 1.30 | -0.46 | -0.65 | 0.31 | -0.57 | -0.56 |
| Standard Deviation(%) | NA | 21.21 | 23.86 | 22.70 | 18.18 | NA | NA | … | … | 21.27 | 21.26 | 19.41 | 30.45 | 24.67 | 8.96 | 14.13 | 10.33 | 9.53 | 10.46 | 17.68 | 16.84 | 16.30 | 18.76 | 17.19 | 17.85 | 27.12 | 43.17 | 36.05 | 20.18 | 15.40 | 21.91 | 19.75 | 23.55 | 28.12 | 19.66 | 24.66 | 27.07 | 15.53 | 19.24 | 17.00 | 20.20 | 20.76 | 18.41 | 15.78 | 16.19 | 8.23 | 22.62 | 19.37 | 25.55 | 30.61 | 41.29 | 57.33 | 33.14 | 31.83 | 34.41 | 33.08 |
| Draw Down(%) | NA | 7.31 | 17.06 | 24.03 | 24.03 | NA | NA | … | … | 7.31 | 7.45 | 13.90 | 17.06 | 20.68 | 3.21 | 5.60 | 2.66 | 4.10 | 2.52 | 6.94 | 6.34 | 6.50 | 8.20 | 5.98 | 3.76 | 14.23 | 9.84 | 19.49 | 12.78 | 5.36 | 11.81 | 19.14 | 11.49 | 24.81 | 5.60 | 18.55 | 22.64 | 6.62 | 6.56 | 13.07 | 7.27 | 14.17 | 10.82 | 7.50 | 13.08 | 1.97 | 9.76 | 12.12 | 22.12 | 14.77 | 11.02 | 52.50 | 26.71 | 12.50 | 20.45 | 26.62 |
| Yield(%) | 1.44 | 6.06 | 4.88 | 4.32 | 4.36 | 5.53 | 5.71 | … | … | 2.92 | 5.84 | 5.43 | 5.23 | 4.13 | 4.11 | 4.13 | 4.42 | 4.31 | 4.42 | 4.61 | 4.27 | 4.70 | 4.58 | 4.90 | 5.71 | 5.62 | 7.36 | 6.11 | 5.38 | 5.57 | 6.55 | 5.97 | 7.76 | 7.23 | 8.30 | 7.34 | 6.35 | 6.87 | 10.00 | 7.53 | 9.28 | 7.47 | 8.15 | 7.59 | 7.27 | 7.34 | 7.57 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 03/18/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMS-PB (Consumers Energy Company) |
-15.50%
Jul 1981 – Jul 1984 |
-4.47%
Apr 1980 – Apr 1985 |
1.42%
Dec 2014 – Dec 2024 |
4.39%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMS-PB (Consumers Energy Company) |
37.00%
Jul 1984 – Jul 1987 |
25.08%
Nov 1984 – Nov 1989 |
16.32%
Jul 1984 – Jul 1994 |
14.89%
Jul 1984 – Jul 1999 |
Annualized Rolling Returns Comparison Chart