CPXIX vs. CSUAX
Compare and contrast key facts about Cohen & Steers Preferred Securities and Income Fund, Inc. (CPXIX) and Cohen & Steers Global Infrastructure Fund Class A (CSUAX).
CPXIX is managed by Cohen & Steers. It was launched on May 2, 2010. CSUAX is a passively managed fund by Cohen & Steers that tracks the performance of the FTSE Global Core Infrastructure 50/50 Index. It was launched on Aug 28, 2017.
Performance
CPXIX vs. CSUAX - Performance Comparison
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CPXIX vs. CSUAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CPXIX Cohen & Steers Preferred Securities and Income Fund, Inc. | -1.38% | 8.44% | 10.39% | 6.38% | -12.37% | 2.75% | 6.47% | 18.11% | -4.65% | 10.88% |
CSUAX Cohen & Steers Global Infrastructure Fund Class A | 9.35% | 14.30% | 8.30% | 2.09% | -5.20% | 16.24% | -1.65% | 24.26% | -5.83% | 17.99% |
Returns By Period
In the year-to-date period, CPXIX achieves a -1.38% return, which is significantly lower than CSUAX's 9.35% return. Over the past 10 years, CPXIX has underperformed CSUAX with an annualized return of 4.63%, while CSUAX has yielded a comparatively higher 7.58% annualized return.
CPXIX
- 1D
- 0.00%
- 1M
- -2.38%
- YTD
- -1.38%
- 6M
- -0.13%
- 1Y
- 5.83%
- 3Y*
- 9.11%
- 5Y*
- 2.48%
- 10Y*
- 4.63%
CSUAX
- 1D
- 0.92%
- 1M
- -3.22%
- YTD
- 9.35%
- 6M
- 9.96%
- 1Y
- 18.42%
- 3Y*
- 11.11%
- 5Y*
- 7.91%
- 10Y*
- 7.58%
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CPXIX vs. CSUAX - Expense Ratio Comparison
CPXIX has a 0.84% expense ratio, which is lower than CSUAX's 1.22% expense ratio.
Return for Risk
CPXIX vs. CSUAX — Risk / Return Rank
CPXIX
CSUAX
CPXIX vs. CSUAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers Preferred Securities and Income Fund, Inc. (CPXIX) and Cohen & Steers Global Infrastructure Fund Class A (CSUAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| CPXIX | CSUAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.90 | 1.68 | +0.22 |
Sortino ratioReturn per unit of downside risk | 2.36 | 2.23 | +0.13 |
Omega ratioGain probability vs. loss probability | 1.46 | 1.33 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.71 | 2.45 | -0.74 |
Martin ratioReturn relative to average drawdown | 6.83 | 10.62 | -3.79 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CPXIX | CSUAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.90 | 1.68 | +0.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.62 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.51 | +0.25 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.14 | 0.55 | +0.59 |
Correlation
The correlation between CPXIX and CSUAX is 0.38, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
CPXIX vs. CSUAX - Dividend Comparison
CPXIX's dividend yield for the trailing twelve months is around 5.26%, less than CSUAX's 7.39% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CPXIX Cohen & Steers Preferred Securities and Income Fund, Inc. | 5.26% | 5.54% | 5.52% | 5.76% | 5.40% | 4.89% | 5.17% | 5.30% | 5.88% | 5.01% | 5.75% | 5.91% |
CSUAX Cohen & Steers Global Infrastructure Fund Class A | 7.39% | 8.09% | 2.23% | 2.17% | 3.55% | 2.95% | 1.30% | 1.52% | 2.08% | 5.00% | 2.04% | 6.20% |
Drawdowns
CPXIX vs. CSUAX - Drawdown Comparison
The maximum CPXIX drawdown since its inception was -25.56%, smaller than the maximum CSUAX drawdown of -52.20%. Use the drawdown chart below to compare losses from any high point for CPXIX and CSUAX.
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Drawdown Indicators
| CPXIX | CSUAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.56% | -52.20% | +26.64% |
Max Drawdown (1Y)Largest decline over 1 year | -3.26% | -7.98% | +4.72% |
Max Drawdown (5Y)Largest decline over 5 years | -20.00% | -20.45% | +0.45% |
Max Drawdown (10Y)Largest decline over 10 years | -25.56% | -35.05% | +9.49% |
Current DrawdownCurrent decline from peak | -3.00% | -3.50% | +0.50% |
Average DrawdownAverage peak-to-trough decline | -2.72% | -8.49% | +5.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.82% | 1.84% | -1.02% |
Volatility
CPXIX vs. CSUAX - Volatility Comparison
The current volatility for Cohen & Steers Preferred Securities and Income Fund, Inc. (CPXIX) is 1.21%, while Cohen & Steers Global Infrastructure Fund Class A (CSUAX) has a volatility of 3.44%. This indicates that CPXIX experiences smaller price fluctuations and is considered to be less risky than CSUAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CPXIX | CSUAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.21% | 3.44% | -2.23% |
Volatility (6M)Calculated over the trailing 6-month period | 1.76% | 6.89% | -5.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.15% | 11.49% | -8.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.67% | 12.89% | -8.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.14% | 14.89% | -8.75% |