CMS monthly performance report
Explore CMS's monthly returns, drawdown, and seasonality trends — updated every month.
CMS monthly report
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Key takeaways
- CMS Energy (CMS) closed November 2026 at $70.38, up 0.40% for the month and −4.80% over the trailing 12 months.
- Year-to-date, CMS is +0.64%, underperforming the S&P 500 which has returned +10.62% YTD.
- The stock is trading −2.91% versus its 200-day moving average ($72.49), a cautious technical signal.
- Over the past three years, CMS has underperformed the S&P 500 by −44.13%, with a relative strength index reading of 74.3.
- Win rate over the trailing 39 months stands at 56.4% — 22 positive months versus 17 negative months.
CMS Energy ended November 2026 at $70.38, posting a monthly return of +0.40%. The S&P 500 returned −0.18% over the same window, leaving relative performance at +0.58%.
The current quarter stands at +11.57% (Q4 2026 (QTD)), while medium-term trend remains soft: price is −2.91% versus the 200-day moving average ($72.49).
Year-to-date, CMS is +0.64% against SPY +10.62%, a gap of −9.98%. The stock is currently −12.42% below its 52-week high, with maximum 3-year drawdown at −21.69%.
| Period | CMS | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +1.68% | −0.36% | +2.04% |
| 1 Week | +1.73% | +2.59% | −0.86% |
| 1 Month | +0.40% | −0.18% | +0.58% |
| 3 Months | −1.43% | −2.37% | +0.94% |
| 6 Months | −3.93% | +0.83% | −4.76% |
| YTD | +0.64% | +10.62% | −9.98% |
| 12 Months | −4.80% | +12.25% | −17.05% |
| 3 Years | +27.25% | +71.37% | −44.13% |
| Rank | Month | Return |
|---|---|---|
| #1 | Oct 2026 | +11.13% |
| #2 | Feb 2025 | +10.68% |
| #3 | Feb 2026 | +9.20% |
| #4 | Jul 2024 | +8.85% |
| #5 | Jul 2025 | +6.52% |
| Rank | Month | Return |
|---|---|---|
| #1 | Sep 2026 | −7.32% |
| #2 | Dec 2025 | −7.30% |
| #3 | Jul 2026 | −5.90% |
| #4 | Sep 2023 | −5.48% |
| #5 | Aug 2026 | −5.46% |
| Quarter | Return |
|---|---|
| Q3 2025 | +5.74% |
| Q4 2025 | −4.55% |
| Q1 2026 | +10.94% |
| Q2 2026 | −1.39% |
| Q3 2026 | −17.54% |
| Q4 2026 (QTD) | +11.57% |
| Year | Return |
|---|---|
| 2023 | −8.31% |
| 2024 | +14.78% |
| 2025 | +4.92% |
| 2026 | +0.64% |
| Metric | Value |
|---|---|
| 52-Week High | $80.36 (2026-04-09) |
| 52-Week Low | $62.28 (2026-09-29) |
| Current Price | $70.38 |
| 200-Day Moving Average | $72.49 |
| Price vs 200DMA | −2.91% |
| 3-Year Maximum Drawdown | −21.69% (2026-09-28) |
| Current Drawdown from 52W High | −12.42% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 74.3 |
| 3-Year Excess Return vs S&P 500 | −44.13% |
| RS Peak | 114.5 (Apr 2025) |
| RS Trough | 65 (Sep 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was CMS's return for this report period?
CMS returned +0.40% in the latest monthly window ending 2026-11-13.
Has CMS outperformed SPY year to date?
YTD CMS: +0.64% vs SPY: +10.62%.
What is CMS's 12-month return?
−4.80% over the trailing 12 months.
Is CMS above or below its 200-day moving average?
Price is −2.91% versus 200DMA ($72.49).
What is the maximum drawdown in the 3-year window?
−21.69% on 2026-09-28.