CPXIX vs. LDP
Compare and contrast key facts about Cohen & Steers Preferred Securities and Income Fund, Inc. (CPXIX) and Cohen and Steers Limited Duration Preferred and Income Fund (LDP).
CPXIX is managed by Cohen & Steers. It was launched on May 2, 2010. LDP is managed by Cohen and Steers. It was launched on May 1, 2012.
Performance
CPXIX vs. LDP - Performance Comparison
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CPXIX vs. LDP - 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% |
LDP Cohen and Steers Limited Duration Preferred and Income Fund | -2.16% | 13.04% | 18.49% | 5.79% | -22.31% | 7.81% | 9.49% | 29.72% | -9.69% | 14.56% |
Returns By Period
In the year-to-date period, CPXIX achieves a -1.38% return, which is significantly higher than LDP's -2.16% return. Over the past 10 years, CPXIX has underperformed LDP with an annualized return of 4.63%, while LDP has yielded a comparatively higher 6.81% 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%
LDP
- 1D
- 1.80%
- 1M
- -3.98%
- YTD
- -2.16%
- 6M
- -2.70%
- 1Y
- 7.38%
- 3Y*
- 13.14%
- 5Y*
- 3.02%
- 10Y*
- 6.81%
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CPXIX vs. LDP - Expense Ratio Comparison
CPXIX has a 0.84% expense ratio, which is higher than LDP's 0.01% expense ratio.
Return for Risk
CPXIX vs. LDP — Risk / Return Rank
CPXIX
LDP
CPXIX vs. LDP - 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 and Steers Limited Duration Preferred and Income Fund (LDP). 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 | LDP | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.90 | 0.61 | +1.29 |
Sortino ratioReturn per unit of downside risk | 2.36 | 0.86 | +1.50 |
Omega ratioGain probability vs. loss probability | 1.46 | 1.14 | +0.31 |
Calmar ratioReturn relative to maximum drawdown | 1.71 | 0.81 | +0.90 |
Martin ratioReturn relative to average drawdown | 6.83 | 3.02 | +3.81 |
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 | LDP | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.90 | 0.61 | +1.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.23 | +0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.34 | +0.42 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.14 | 0.36 | +0.78 |
Correlation
The correlation between CPXIX and LDP is 0.36, 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. LDP - Dividend Comparison
CPXIX's dividend yield for the trailing twelve months is around 5.26%, less than LDP's 7.73% 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% |
LDP Cohen and Steers Limited Duration Preferred and Income Fund | 7.73% | 7.43% | 7.78% | 8.66% | 8.52% | 7.99% | 6.74% | 7.14% | 8.58% | 7.56% | 7.67% | 8.31% |
Drawdowns
CPXIX vs. LDP - Drawdown Comparison
The maximum CPXIX drawdown since its inception was -25.56%, smaller than the maximum LDP drawdown of -49.59%. Use the drawdown chart below to compare losses from any high point for CPXIX and LDP.
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Drawdown Indicators
| CPXIX | LDP | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.56% | -49.59% | +24.03% |
Max Drawdown (1Y)Largest decline over 1 year | -3.26% | -9.39% | +6.13% |
Max Drawdown (5Y)Largest decline over 5 years | -20.00% | -32.12% | +12.12% |
Max Drawdown (10Y)Largest decline over 10 years | -25.56% | -49.59% | +24.03% |
Current DrawdownCurrent decline from peak | -3.00% | -4.79% | +1.79% |
Average DrawdownAverage peak-to-trough decline | -2.72% | -6.62% | +3.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.82% | 2.53% | -1.71% |
Volatility
CPXIX vs. LDP - Volatility Comparison
The current volatility for Cohen & Steers Preferred Securities and Income Fund, Inc. (CPXIX) is 1.21%, while Cohen and Steers Limited Duration Preferred and Income Fund (LDP) has a volatility of 5.82%. This indicates that CPXIX experiences smaller price fluctuations and is considered to be less risky than LDP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CPXIX | LDP | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.21% | 5.82% | -4.61% |
Volatility (6M)Calculated over the trailing 6-month period | 1.76% | 7.35% | -5.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.15% | 12.16% | -9.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.67% | 13.45% | -8.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.14% | 20.08% | -13.94% |