The total return over the past 12 months is +7.43% vs. +17.61% for the S&P 500. So far it's up +7.99% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | +4.25% | +6.82% | +3.62% | +5.16% | +9.36% | +8.67% |
| Total Return CAGR | +7.43% | +10.26% | +6.86% | +8.31% | +12.91% | +12.10% |
| Revenue CAGR | +13.31% | +1.22% | +5.66% | +3.68% | +2.04% | +1.61% |
| Net Income CAGR | +8.53% | +17.18% | +5.16% | +8.60% | +7.26% | +6.70% |
| EPS CAGR | +5.69% | +7.52% | +5.90% | +6.39% | +6.36% | +8.39% |
| Free Cash Flow CAGR | N/A | (43.90%) | (16.59%) | N/A | N/A | N/A |
| Operating Cash Flow CAGR | (19.64%) | +17.75% | +0.34% | +2.52% | +3.59% | +6.46% |
| Dividends CAGR | +5.34% | +5.65% | +5.89% | +6.46% | +8.26% | +3.04% |
Visualize historical growth rates over rolling horizons. Use the dropdown to select different metric vectors.
CMS Energy Corporation (CMS)
| Year | Start Value | End Value | CMS Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | 569.06 | 614.51 | +7.99% | +9.22% | (1.23%) |
| 2025 | 526.30 | 569.06 | +8.12% | +17.72% | (9.60%) |
| 2024 | 443.80 | 526.30 | +18.59% | +24.89% | (6.30%) |
| 2023 | 468.33 | 443.80 | (5.24%) | +26.19% | (31.43%) |
| 2022 | 467.37 | 468.33 | +0.21% | (18.17%) | +18.38% |
| 2021 | 426.06 | 467.37 | +9.70% | +28.74% | (19.04%) |
| 2020 | 427.41 | 426.06 | (0.32%) | +18.37% | (18.69%) |
| 2019 | 328.79 | 427.41 | +29.99% | +31.22% | (1.23%) |
| 2018 | 303.80 | 328.79 | +8.23% | (4.56%) | +12.79% |
| 2017 | 259.62 | 303.80 | +17.02% | +21.70% | (4.68%) |
