CMS Energy Corporation (CMS) Growth of $10K (Lump Sum & DCA)CMSCMS Energy CorporationNYSEUtilities$63.08$-0.37 -0.58%Oct 1, 2026 close © 2026 WallStMonk. All rights reserved. v0.16.34Not investment advice · Data as of previous market close
Lump Sum10 years ago
$10,000 invested once
$21,101+$11,101 · +111.01%
Total invested$10,000
Annualised (CAGR)+7.77%
Max drawdown-27.67%
SIP · Monthly122 contributions
$100 every month
$15,648+$3,448 · +28.26%
Total invested$12,200
Money-weighted (XIRR)+4.89%
Max drawdown-25.98%
SIP · Biweekly261 contributions
$100 every two weeks
$33,426+$7,326 · +28.07%
Total invested$26,100
Money-weighted (XIRR)+4.87%
Max drawdown-26.28%
Best 12-month stretch+39.42%Oct 2023 → Oct 2024
Worst 12-month stretch-17.60%May 2022 → May 2023
Deepest drawdown-27.67%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings+$4,399on $10,000, trailing 10 years
Growth of your contributions
It would be worth$36,749after your settings in CMS
Profit+$14,549+65.54% on money in
Annualised return+6.86%Money-weighted (XIRR)
Deepest dip-27.21%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
-7.86% | -18.19% | -18.45% | -10.08% | +9.40% p.a. | +4.15% p.a. | +7.77% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| +4.16% | +17.03% | +6.51% | +31.05% | +0.54% | +9.71% | +0.18% | -5.21% | +18.53% | +8.96% | -8.32% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,300 | $10,726 | +$426 | +4.13% |
| 2017 | $11,500 | $13,805 | +$2,305 | +20.05% |
| 2018 | $12,800 | $16,075 | +$3,275 | +25.59% |
| 2019 | $14,000 | $22,368 | +$8,368 | +59.77% |
| 2020 | $15,200 | $23,716 | +$8,516 | +56.03% |
| 2021 | $16,400 | $27,325 | +$10,925 | +66.62% |
| 2022 | $17,600 | $28,561 | +$10,961 | +62.28% |
| 2023 | $18,800 | $28,273 | +$9,473 | +50.39% |
| 2024 | $20,100 | $34,895 | +$14,795 | +73.61% |
| 2025 | $21,300 | $39,218 | +$17,918 | +84.12% |
| 2026 (YTD) | $22,200 | $36,749 | +$14,549 | +65.54% |