Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMSD (CMS Energy Corp) | -0.63% | 6.69% | 3.56% | 1.69% | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 02/22/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMSD (CMS Energy Corp) | 02/22/2019 | 06/11/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.55 | 6.69 | 3.56 | 1.69 | NA | NA | NA | … | … | -0.63 | 6.59 | -1.68 | 18.46 | -11.63 | 1.75 | 7.85 | 13.56 |
| Sharpe Ratio | NA | 0.62 | 0.04 | -0.06 | NA | NA | NA | … | … | -0.21 | 0.37 | -0.71 | 1.31 | -0.98 | 0.26 | 0.21 | 1.92 |
| Standard Deviation(%) | NA | 8.48 | 9.13 | 10.02 | NA | NA | NA | … | … | 7.93 | 9.99 | 7.46 | 11.37 | 13.41 | 6.52 | 35.78 | 7.60 |
| Draw Down(%) | NA | 7.73 | 10.95 | 17.55 | NA | NA | NA | … | … | 7.18 | 9.06 | 7.05 | 9.44 | 16.15 | 5.03 | 33.33 | 5.72 |
| Yield(%) | 0.00 | 6.60 | 6.08 | 5.29 | 4.26 | 2.84 | 2.13 | … | … | 3.11 | 6.26 | 5.92 | 6.46 | 5.44 | 5.34 | 5.35 | 4.57 |
Data as of 06/11/2026, Common starting date is 02/22/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMSD (CMS Energy Corp) |
-2.78%
Oct 2019 – Oct 2022 |
1.64%
Apr 2020 – Apr 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMSD (CMS Energy Corp) |
9.80%
Oct 2022 – Oct 2025 |
5.07%
Mar 2019 – Mar 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart