Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMSA (CMS Energy Corp) | 1.77% | 9.40% | 1.80% | 1.20% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/14/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMSA (CMS Energy Corp) | 03/14/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.12 | 9.40 | 1.80 | 1.20 | NA | NA | NA | … | … | 1.77 | 4.82 | -3.74 | 19.66 | -12.76 | -2.22 | 14.60 | 16.69 | -0.93 |
| Sharpe Ratio | NA | 0.79 | -0.05 | -0.12 | NA | NA | NA | … | … | 0.01 | 0.19 | -0.75 | 1.11 | -1.03 | -0.27 | 0.38 | 1.69 | -0.24 |
| Standard Deviation(%) | NA | 8.37 | 10.60 | 11.44 | NA | NA | NA | … | … | 7.20 | 10.08 | 9.80 | 14.59 | 13.87 | 8.31 | 37.35 | 9.03 | 11.09 |
| Draw Down(%) | NA | 10.42 | 15.75 | 17.08 | NA | NA | NA | … | … | 6.48 | 10.38 | 11.25 | 13.26 | 16.64 | 8.32 | 32.27 | 4.01 | 8.01 |
| Yield(%) | 1.60 | 6.68 | 5.72 | 5.14 | 4.66 | 3.11 | 2.33 | … | … | 3.17 | 6.17 | 5.74 | 6.44 | 5.36 | 5.00 | 5.31 | 5.87 | 4.38 |
Data as of 06/04/2026, Common starting date is 03/14/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMSA (CMS Energy Corp) |
-2.08%
Oct 2019 – Oct 2022 |
0.59%
Dec 2020 – Dec 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMSA (CMS Energy Corp) |
10.15%
Nov 2018 – Nov 2021 |
6.63%
Nov 2018 – Nov 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart