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 September 2026 at $65.99, down 3.04% for the month and −5.67% over the trailing 12 months.
- Year-to-date, CMS is −5.63%, underperforming the S&P 500 which has returned +10.58% YTD.
- The stock is trading −10.06% versus its 200-day moving average ($73.37), a cautious technical signal.
- Over the past three years, CMS has underperformed the S&P 500 by −54.73%, with a relative strength index reading of 68.1.
- Win rate over the trailing 39 months stands at 53.8% — 21 positive months versus 18 negative months.
CMS Energy ended September 2026 at $65.99, posting a monthly return of −3.04%. The S&P 500 returned −1.69% over the same window, leaving relative performance at −1.35%.
The current quarter stands at −13.74% (Q3 2026 (QTD)), while medium-term trend remains soft: price is −10.06% versus the 200-day moving average ($73.37).
Year-to-date, CMS is −5.63% against SPY +10.58%, a gap of −16.21%. The stock is currently −17.88% below its 52-week high, with maximum 3-year drawdown at −17.54%.
| Period | CMS | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +0.11% | −0.44% | +0.55% |
| 1 Week | −3.20% | −1.10% | −2.10% |
| 1 Month | −3.04% | −1.69% | −1.35% |
| 3 Months | −10.30% | −0.10% | −10.20% |
| 6 Months | −12.99% | +13.21% | −26.20% |
| YTD | −5.63% | +10.58% | −16.21% |
| 12 Months | −5.67% | +14.25% | −19.92% |
| 3 Years | +15.35% | +70.07% | −54.73% |
| Rank | Month | Return |
|---|---|---|
| #1 | Feb 2025 | +10.68% |
| #2 | Feb 2026 | +9.20% |
| #3 | Jul 2024 | +8.85% |
| #4 | Jul 2025 | +6.52% |
| #5 | Jun 2026 | +5.42% |
| Rank | Month | Return |
|---|---|---|
| #1 | Aug 2023 | −7.99% |
| #2 | Dec 2025 | −7.30% |
| #3 | Jul 2026 | −5.90% |
| #4 | Sep 2023 | −5.48% |
| #5 | Aug 2026 | −5.46% |
| Quarter | Return |
|---|---|
| Q2 2025 | −7.76% |
| Q3 2025 | +5.74% |
| Q4 2025 | −4.55% |
| Q1 2026 | +10.94% |
| Q2 2026 | −1.39% |
| Q3 2026 (QTD) | −13.74% |
| Year | Return |
|---|---|
| 2023 | −8.31% |
| 2024 | +14.78% |
| 2025 | +4.92% |
| 2026 | −5.63% |
| Metric | Value |
|---|---|
| 52-Week High | $80.36 (2026-04-09) |
| 52-Week Low | $65.67 (2026-09-16) |
| Current Price | $65.99 |
| 200-Day Moving Average | $73.37 |
| Price vs 200DMA | −10.06% |
| 3-Year Maximum Drawdown | −17.54% (2026-09-15) |
| Current Drawdown from 52W High | −17.88% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 68.1 |
| 3-Year Excess Return vs S&P 500 | −54.73% |
| RS Peak | 111.9 (Apr 2025) |
| RS Trough | 67.7 (Sep 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was CMS's return for this report period?
CMS returned −3.04% in the latest monthly window ending 2026-09-16.
Has CMS outperformed SPY year to date?
YTD CMS: −5.63% vs SPY: +10.58%.
What is CMS's 12-month return?
−5.67% over the trailing 12 months.
Is CMS above or below its 200-day moving average?
Price is −10.06% versus 200DMA ($73.37).
What is the maximum drawdown in the 3-year window?
−17.54% on 2026-09-15.