Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMSC (CMS Energy Corp) | 1.47% | 8.58% | 3.86% | 2.00% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/02/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMSC (CMS Energy Corp) | 10/02/2018 | 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 (%) | -1.01 | 8.58 | 3.86 | 2.00 | NA | NA | NA | … | … | 1.47 | 5.30 | -1.57 | 18.68 | -11.77 | -0.55 | 12.14 | 17.44 | -1.97 |
| Sharpe Ratio | NA | 0.95 | 0.12 | -0.02 | NA | NA | NA | … | … | 0.34 | 0.29 | -0.65 | 1.29 | -0.95 | -0.08 | 0.34 | 1.59 | -0.89 |
| Standard Deviation(%) | NA | 7.45 | 8.45 | 10.11 | NA | NA | NA | … | … | 7.61 | 8.51 | 8.00 | 11.73 | 13.97 | 7.17 | 34.64 | 10.02 | 10.71 |
| Draw Down(%) | NA | 7.09 | 10.26 | 17.10 | NA | NA | NA | … | … | 7.09 | 7.68 | 6.74 | 9.80 | 15.91 | 6.62 | 31.90 | 7.07 | 4.71 |
| Yield(%) | 0.00 | 6.61 | 6.03 | 5.28 | 4.44 | 2.96 | 2.22 | … | … | 1.60 | 6.31 | 5.97 | 6.55 | 5.51 | 5.20 | 5.40 | 6.04 | 1.78 |
Data as of 06/04/2026, Common starting date is 10/02/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMSC (CMS Energy Corp) |
-2.08%
Oct 2019 – Oct 2022 |
1.47%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMSC (CMS Energy Corp) |
9.55%
Oct 2022 – Oct 2025 |
6.52%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart