CMS Energy Corporation (CMS) Stock Total Returns
Growth of $10,000 chart
2021-04-20 to 2026-04-20 to
$
%
%
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Investment Performance
Final Value
$13,337
Total Return
33.37%
CAGR
5.93%
Dividends
$1,611.26
Yield on Cost
16.11%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.66% |
| Median | +0.73% |
| Best | +13.01% |
| Worst | -21.58% |
| % of Windows Positive | 55.3% |
1-Year (252 Trading Days)
| Average | +6.98% |
| Median | +6.90% |
| Best | +44.76% |
| Worst | -18.32% |
| % of Windows Positive | 69.2% |
3-Year (756 Trading Days)
| Average | +19.22% |
| Median | +17.39% |
| Best | +51.36% |
| Worst | -1.08% |
| % of Windows Positive | 99.4% |
Risk Metrics
| Maximum Drawdown | -28.70% |
| Average Drawdown | -8.83% |
| Drawdown Duration | 605 Trading Days |
| Sortino Ratio | 0.56 |
| Calmar Ratio | 0.21 |
| CVaR (5%) | -2.74% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +10.83% (+40.68% ann.) | +$1082.67 | $81.51 | $16.30 | $0.13 |
| 2025 | +7.47% | +$747.47 | $328.89 | $65.78 | $0.53 |
| 2024 | +17.81% | +$1781.38 | $358.43 | $71.69 | $0.57 |
| 2023 | -5.86% | $586.11 | $311.20 | $62.24 | $0.50 |
| 2022 | -0.37% | $37.29 | $285.26 | $57.05 | $0.46 |
| 2021 | +9.07% | +$907.15 | $287.68 | $57.53 | $0.46 |
| 2020 | -0.84% | $84.14 | $261.78 | $52.36 | $0.42 |
| 2019 | +29.30% | +$2930.07 | $311.19 | $62.24 | $0.50 |
| 2018 | +7.57% | +$756.82 | $305.63 | $61.12 | $0.49 |
| 2017 | +16.34% | +$1633.56 | $322.97 | $64.59 | $0.52 |
| 2016 | +18.14% | +$1813.95 | $346.82 | $69.36 | $0.56 |
| 2015 | +6.62% | +$661.54 | $337.14 | $67.43 | $0.54 |
| 2014 | +33.61% | +$3360.95 | $408.06 | $81.60 | $0.65 |
| 2013 | +13.08% | +$1308.25 | $423.10 | $84.62 | $0.68 |
| 2012 | +14.12% | +$1411.56 | $440.39 | $88.08 | $0.70 |
| 2011 | +22.83% | +$2282.91 | $457.48 | $91.50 | $0.73 |
| 2010 | +22.66% | +$2265.88 | $426.86 | $85.37 | $0.68 |
| 2009 | +59.96% | +$5996.01 | $500.80 | $100.16 | $0.82 |
| 2008 | -40.55% | $4055.36 | $208.64 | $41.72 | $0.34 |
| 2007 | +5.05% | +$505.00 | $120.16 | $24.04 | $0.19 |
| 2006 | +15.09% | +$1509.30 | $0.00 | $0.00 | $0.00 |
| 2005 | +38.85% | +$3885.19 | $0.00 | $0.00 | $0.00 |
| 2004 | +22.65% | +$2265.24 | $0.00 | $0.00 | $0.00 |
| 2003 | -9.75% | $974.56 | $0.00 | $0.00 | $0.00 |
| 2002 | -58.32% | $5832.36 | $461.01 | $92.20 | $0.74 |
| 2001 | -20.75% | $2074.79 | $467.82 | $93.56 | $0.75 |
| 2000 | +6.93% | +$693.22 | $478.13 | $95.63 | $0.77 |
| 1999 | -33.29% | $3328.97 | $367.28 | $73.46 | $0.59 |
| 1998 | +12.51% | +$1250.76 | $288.47 | $57.70 | $0.46 |
| 1997 | +34.52% | +$3451.55 | $342.50 | $68.50 | $0.56 |
| 1996 | +15.58% | +$1558.26 | $344.87 | $68.97 | $0.54 |
| 1995 | +34.44% | +$3443.79 | $397.94 | $79.59 | $0.64 |
| 1994 | -6.45% | $645.30 | $313.56 | $62.71 | $0.51 |
| 1993 | +39.53% | +$3953.23 | $329.22 | $65.84 | $0.54 |
| 1992 | +2.29% | +$228.68 | $263.42 | $52.70 | $0.43 |
| 1991 | -32.98% | $3298.09 | $173.12 | $34.62 | $0.29 |
| 1990 | -25.80% | $2580.03 | $110.98 | $22.20 | $0.19 |
| 1989 | +56.26% | +$5626.09 | $41.03 | $8.21 | $0.07 |
| 1988 | +80.56% | +$8055.54 | $0.00 | $0.00 | $0.00 |
| 1987 | -13.60% | $1359.99 | $0.00 | $0.00 | $0.00 |
| 1986 | +108.33% | +$10833.33 | $0.00 | $0.00 | $0.00 |
| 1985 | +62.16% | +$6216.22 | $0.00 | $0.00 | $0.00 |
| 1984 | -67.26% | $6725.66 | $0.00 | $0.00 | $0.00 |
| 1983 | -28.03% | $2802.55 | $0.00 | $0.00 | $0.00 |
| 1982 | +14.60% | +$1459.86 | $0.00 | $0.00 | $0.00 |
| 1981 | +3.01% | +$300.76 | $0.00 | $0.00 | $0.00 |
| 1980 | -11.92% | $1192.06 | $0.00 | $0.00 | $0.00 |
| 1979 | -15.64% | $1564.25 | $0.00 | $0.00 | $0.00 |
| 1978 | -7.25% | $725.39 | $0.00 | $0.00 | $0.00 |
| 1977 | +6.63% | +$662.98 | $0.00 | $0.00 | $0.00 |
| 1976 | +19.08% | +$1907.89 | $0.00 | $0.00 | $0.00 |
| 1975 | +92.41% | +$9240.52 | $0.00 | $0.00 | $0.00 |
| 1974 | -56.59% | $5659.34 | $0.00 | $0.00 | $0.00 |
| 1973 partial | -21.11% (-24.18% ann.) | $2111.33 | $170.94 | $34.19 | $0.27 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania | August 9, 1995 – March 10, 2000 | -21.90% | -5.25% | $2189.90 | $2452.22 | $490.45 | $3.92 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | -61.87% | -31.25% | $6187.29 | $2121.30 | $424.26 | $3.39 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +185.15% | +23.33% | +$18514.61 | $551.89 | $110.40 | $0.88 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -33.82% | -25.34% | $3382.23 | $325.07 | $65.00 | $0.53 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +150.30% | +31.23% | +$15030.34 | $2328.96 | $465.79 | $3.72 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +240.44% | +17.57% | +$24044.19 | $4421.72 | $884.33 | $7.07 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -29.28% | -98.08% | $2927.54 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +26.84% | +46.60% | +$2683.89 | $239.36 | $47.87 | $0.38 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | -5.45% | -5.18% | $545.14 | $265.36 | $53.07 | $0.42 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -2.24% | -2.38% | $224.03 | $315.32 | $63.06 | $0.51 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +24.32% | +12.46% | +$2431.71 | $602.75 | $120.55 | $0.96 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 20, 2026 | +14.10% | +8.68% | +$1409.92 | $472.54 | $94.51 | $0.76 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1973-04-13 | $0.5000 | 1.78% |
| 1989-11-01 | $0.1000 | 0.29% |
| 1990-01-30 | $0.1000 | 0.30% |
| 1990-05-01 | $0.1000 | 0.34% |
| 1990-07-31 | $0.1000 | 0.32% |
| 1990-10-30 | $0.1200 | 0.46% |
| 1991-01-31 | $0.1200 | 0.40% |
| 1991-04-30 | $0.1200 | 0.42% |
| 1991-07-30 | $0.1200 | 0.57% |
| 1991-10-29 | $0.1200 | 0.68% |
| 1992-01-28 | $0.1200 | 0.63% |
| 1992-04-28 | $0.1200 | 0.79% |
| 1992-07-28 | $0.1200 | 0.70% |
| 1992-10-27 | $0.1200 | 0.70% |
| 1993-02-01 | $0.1200 | 0.62% |
| 1993-05-04 | $0.1200 | 0.54% |
| 1993-08-03 | $0.1800 | 0.70% |
| 1993-10-26 | $0.1800 | 0.68% |
| 1994-02-02 | $0.1800 | 0.75% |
| 1994-05-03 | $0.1800 | 0.80% |
| 1994-08-02 | $0.2100 | 0.92% |
| 1994-11-01 | $0.2100 | 0.91% |
| 1995-02-02 | $0.2100 | 0.88% |
| 1995-05-02 | $0.2100 | 0.90% |
| 1995-08-04 | $0.2400 | 0.96% |
| 1995-11-06 | $0.2400 | 0.86% |
| 1996-02-06 | $0.2400 | 0.77% |
| 1996-05-06 | $0.2400 | 0.83% |
| 1996-08-06 | $0.2700 | 0.87% |
| 1996-11-06 | $0.2700 | 0.85% |
| 1997-01-31 | $0.2700 | 0.81% |
| 1997-05-01 | $0.2700 | 0.85% |
| 1997-07-31 | $0.3000 | 0.81% |
| 1997-10-30 | $0.3000 | 0.81% |
| 1998-01-30 | $0.3000 | 0.69% |
| 1998-04-30 | $0.3000 | 0.69% |
| 1998-08-03 | $0.3300 | 0.78% |
| 1998-10-30 | $0.3300 | 0.75% |
| 1999-01-29 | $0.3300 | 0.75% |
| 1999-04-29 | $0.3300 | 0.76% |
| 1999-07-29 | $0.3650 | 0.95% |
| 1999-09-15 | $0.3650 | 0.98% |
| 1999-11-01 | $0.3650 | 0.99% |
| 2000-02-04 | $0.3650 | 1.66% |
| 2000-04-28 | $0.3650 | 1.95% |
| 2000-08-08 | $0.3650 | 1.37% |
| 2000-10-31 | $0.3650 | 1.32% |
| 2001-02-05 | $0.3650 | 1.25% |
| 2001-05-03 | $0.3650 | 1.23% |
| 2001-08-03 | $0.3650 | 1.43% |
| 2001-11-05 | $0.3650 | 1.66% |
| 2002-02-05 | $0.3650 | 1.60% |
| 2002-05-03 | $0.3650 | 1.78% |
| 2002-08-08 | $0.1800 | 1.99% |
| 2002-11-06 | $0.1800 | 2.17% |
| 2007-02-05 | $0.0500 | 0.30% |
| 2007-05-08 | $0.0500 | 0.26% |
| 2007-08-08 | $0.0500 | 0.31% |
| 2007-11-07 | $0.0500 | 0.30% |
| 2008-02-06 | $0.0900 | 0.57% |
| 2008-05-07 | $0.0900 | 0.60% |
| 2008-08-06 | $0.0900 | 0.67% |
| 2008-11-05 | $0.0900 | 0.86% |
| 2009-02-04 | $0.1250 | 1.06% |
| 2009-05-06 | $0.1250 | 1.02% |
| 2009-08-06 | $0.1250 | 0.96% |
| 2009-11-04 | $0.1250 | 0.95% |
| 2010-02-04 | $0.1500 | 0.98% |
| 2010-05-05 | $0.1500 | 0.93% |
| 2010-08-04 | $0.1500 | 0.93% |
| 2010-11-03 | $0.2100 | 1.13% |
| 2011-02-03 | $0.2100 | 1.07% |
| 2011-05-04 | $0.2100 | 1.05% |
| 2011-08-03 | $0.2100 | 1.11% |
| 2011-11-02 | $0.2100 | 1.04% |
| 2012-02-08 | $0.2400 | 1.10% |
| 2012-05-02 | $0.2400 | 1.03% |
| 2012-08-01 | $0.2400 | 0.97% |
| 2012-10-31 | $0.2400 | 0.99% |
| 2013-02-06 | $0.2550 | 0.99% |
| 2013-05-01 | $0.2550 | 0.85% |
| 2013-07-31 | $0.2550 | 0.90% |
| 2013-10-30 | $0.2550 | 0.91% |
| 2014-02-05 | $0.2700 | 0.99% |
| 2014-04-30 | $0.2700 | 0.90% |
| 2014-07-30 | $0.2700 | 0.89% |
| 2014-11-05 | $0.2700 | 0.82% |
| 2015-02-04 | $0.2900 | 0.77% |
| 2015-05-06 | $0.2900 | 0.86% |
| 2015-08-05 | $0.2900 | 0.85% |
| 2015-11-04 | $0.2900 | 0.80% |
| 2016-02-03 | $0.3100 | 0.79% |
| 2016-05-04 | $0.3100 | 0.76% |
| 2016-08-03 | $0.3100 | 0.69% |
| 2016-11-02 | $0.3100 | 0.75% |
| 2017-02-01 | $0.3330 | 0.78% |
| 2017-05-03 | $0.3330 | 0.73% |
| 2017-08-02 | $0.3330 | 0.71% |
| 2017-11-02 | $0.3330 | 0.69% |
| 2018-02-15 | $0.3580 | 0.83% |
| 2018-05-03 | $0.3580 | 0.76% |
| 2018-08-02 | $0.3580 | 0.75% |
| 2018-11-01 | $0.3580 | 0.72% |
| 2019-01-31 | $0.3830 | 0.74% |
| 2019-05-02 | $0.3830 | 0.70% |
| 2019-08-01 | $0.3830 | 0.66% |
| 2019-10-31 | $0.3830 | 0.60% |
| 2020-02-06 | $0.4080 | 0.60% |
| 2020-05-14 | $0.4080 | 0.75% |
| 2020-08-06 | $0.4080 | 0.65% |
| 2020-11-05 | $0.4080 | 0.63% |
| 2021-02-04 | $0.4350 | 0.76% |
| 2021-05-06 | $0.4350 | 0.68% |
| 2021-08-05 | $0.4350 | 0.69% |
| 2021-11-04 | $0.4350 | 0.72% |
| 2022-02-10 | $0.4600 | 0.71% |
| 2022-05-05 | $0.4600 | 0.67% |
| 2022-08-04 | $0.4600 | 0.66% |
| 2022-11-03 | $0.4600 | 0.81% |
| 2023-02-10 | $0.4880 | 0.81% |
| 2023-05-04 | $0.4880 | 0.80% |
| 2023-08-03 | $0.4880 | 0.81% |
| 2023-11-02 | $0.4880 | 0.89% |
| 2024-02-09 | $0.5150 | 0.92% |
| 2024-05-14 | $0.5150 | 0.82% |
| 2024-08-02 | $0.5150 | 0.78% |
| 2024-11-13 | $0.5150 | 0.76% |
| 2025-02-14 | $0.5430 | 0.78% |
| 2025-05-09 | $0.5430 | 0.75% |
| 2025-08-08 | $0.5430 | 0.73% |
| 2025-11-07 | $0.5430 | 0.75% |
| 2026-02-17 | $0.5700 | 0.74% |
| Total | 132 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-20 to 2026-04-20. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-05-06 | $66.65 | $13.33 | $0.11 | 0.8259 |
| 2021-08-05 | $67.01 | $13.40 | $0.11 | 0.8463 |
| 2021-11-04 | $67.37 | $13.47 | $0.11 | 0.8962 |
| 2022-02-10 | $71.66 | $14.33 | $0.12 | 0.9157 |
| 2022-05-05 | $72.08 | $14.42 | $0.12 | 0.8528 |
| 2022-08-04 | $72.47 | $14.49 | $0.12 | 0.8433 |
| 2022-11-03 | $72.86 | $14.57 | $0.12 | 1.0223 |
| 2023-02-10 | $77.79 | $15.56 | $0.12 | 1.0114 |
| 2023-05-04 | $78.29 | $15.66 | $0.13 | 1.0198 |
| 2023-08-03 | $78.79 | $15.76 | $0.13 | 1.0780 |
| 2023-11-02 | $79.31 | $15.86 | $0.13 | 1.1407 |
| 2024-02-09 | $84.29 | $16.86 | $0.13 | 1.2000 |
| 2024-05-14 | $84.90 | $16.98 | $0.14 | 1.0865 |
| 2024-08-02 | $85.46 | $17.09 | $0.14 | 1.0320 |
| 2024-11-13 | $86.00 | $17.20 | $0.14 | 1.0143 |
| 2025-02-14 | $91.22 | $18.24 | $0.15 | 1.0584 |
| 2025-05-09 | $91.80 | $18.36 | $0.15 | 1.0140 |
| 2025-08-08 | $92.35 | $18.47 | $0.15 | 1.0034 |
| 2025-11-07 | $92.89 | $18.58 | $0.15 | 1.0128 |
| 2026-02-17 | $98.09 | $19.62 | $0.16 | 1.0299 |
| Total | $1611.26 | $322.25 | $2.58 | 19.9037 |
All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.
For each rolling window, returns are calculated at every possible starting point:
return = (value[i] ÷ value[i − windowSize] − 1) × 100
- Windows
- 1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
- Statistics
- Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.
The series is segmented by calendar year:
return = (endValue ÷ startValue − 1) × 100
startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.