CPXIX vs. JPC
Compare and contrast key facts about Cohen & Steers Preferred Securities and Income Fund, Inc. (CPXIX) and Nuveen Preferred and Income Opportunities Fund (JPC).
CPXIX is managed by Cohen & Steers. It was launched on May 2, 2010. JPC is managed by Nuveen. It was launched on Mar 26, 2003.
Performance
CPXIX vs. JPC - Performance Comparison
Loading graphics...
CPXIX vs. JPC - 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% |
JPC Nuveen Preferred and Income Opportunities Fund | -1.70% | 14.00% | 27.58% | 0.75% | -19.18% | 9.75% | -2.09% | 35.25% | -12.70% | 13.35% |
Returns By Period
In the year-to-date period, CPXIX achieves a -1.38% return, which is significantly higher than JPC's -1.70% return. Over the past 10 years, CPXIX has underperformed JPC with an annualized return of 4.63%, while JPC has yielded a comparatively higher 6.41% 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%
JPC
- 1D
- 3.32%
- 1M
- -4.72%
- YTD
- -1.70%
- 6M
- -0.77%
- 1Y
- 8.19%
- 3Y*
- 16.06%
- 5Y*
- 4.68%
- 10Y*
- 6.41%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
CPXIX vs. JPC - Expense Ratio Comparison
CPXIX has a 0.84% expense ratio, which is higher than JPC's 0.01% expense ratio.
Return for Risk
CPXIX vs. JPC — Risk / Return Rank
CPXIX
JPC
CPXIX vs. JPC - 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 Nuveen Preferred and Income Opportunities Fund (JPC). 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 | JPC | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.90 | 0.54 | +1.36 |
Sortino ratioReturn per unit of downside risk | 2.36 | 0.80 | +1.56 |
Omega ratioGain probability vs. loss probability | 1.46 | 1.15 | +0.31 |
Calmar ratioReturn relative to maximum drawdown | 1.71 | 0.69 | +1.02 |
Martin ratioReturn relative to average drawdown | 6.83 | 3.19 | +3.64 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| CPXIX | JPC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.90 | 0.54 | +1.36 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.33 | +0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.31 | +0.44 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.14 | 0.26 | +0.88 |
Correlation
The correlation between CPXIX and JPC is 0.41, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
CPXIX vs. JPC - Dividend Comparison
CPXIX's dividend yield for the trailing twelve months is around 5.26%, less than JPC's 10.04% 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% |
JPC Nuveen Preferred and Income Opportunities Fund | 10.04% | 9.79% | 8.94% | 8.00% | 8.74% | 6.52% | 6.95% | 7.00% | 9.02% | 7.50% | 8.14% | 8.65% |
Drawdowns
CPXIX vs. JPC - Drawdown Comparison
The maximum CPXIX drawdown since its inception was -25.56%, smaller than the maximum JPC drawdown of -76.07%. Use the drawdown chart below to compare losses from any high point for CPXIX and JPC.
Loading graphics...
Drawdown Indicators
| CPXIX | JPC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.56% | -76.07% | +50.51% |
Max Drawdown (1Y)Largest decline over 1 year | -3.26% | -11.43% | +8.17% |
Max Drawdown (5Y)Largest decline over 5 years | -20.00% | -32.26% | +12.26% |
Max Drawdown (10Y)Largest decline over 10 years | -25.56% | -52.53% | +26.97% |
Current DrawdownCurrent decline from peak | -3.00% | -4.83% | +1.83% |
Average DrawdownAverage peak-to-trough decline | -2.72% | -10.00% | +7.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.82% | 2.48% | -1.66% |
Volatility
CPXIX vs. JPC - Volatility Comparison
The current volatility for Cohen & Steers Preferred Securities and Income Fund, Inc. (CPXIX) is 1.21%, while Nuveen Preferred and Income Opportunities Fund (JPC) has a volatility of 8.15%. This indicates that CPXIX experiences smaller price fluctuations and is considered to be less risky than JPC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| CPXIX | JPC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.21% | 8.15% | -6.94% |
Volatility (6M)Calculated over the trailing 6-month period | 1.76% | 9.49% | -7.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.15% | 15.14% | -11.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.67% | 14.40% | -9.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.14% | 20.67% | -14.53% |