CPXIX vs. NPSRX
Compare and contrast key facts about Cohen & Steers Preferred Securities and Income Fund, Inc. (CPXIX) and Nuveen Preferred Securities & Income Fund (NPSRX).
CPXIX is managed by Cohen & Steers. It was launched on May 2, 2010. NPSRX is managed by Nuveen. It was launched on Dec 18, 2006.
Performance
CPXIX vs. NPSRX - Performance Comparison
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CPXIX vs. NPSRX - 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% |
NPSRX Nuveen Preferred Securities & Income Fund | -1.08% | 11.19% | 9.12% | 6.19% | -9.50% | 5.43% | 5.53% | 17.68% | -5.65% | 11.27% |
Returns By Period
In the year-to-date period, CPXIX achieves a -1.38% return, which is significantly lower than NPSRX's -1.08% return. Over the past 10 years, CPXIX has underperformed NPSRX with an annualized return of 4.63%, while NPSRX has yielded a comparatively higher 5.31% 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%
NPSRX
- 1D
- 0.88%
- 1M
- -2.09%
- YTD
- -1.08%
- 6M
- 1.23%
- 1Y
- 7.83%
- 3Y*
- 9.93%
- 5Y*
- 3.62%
- 10Y*
- 5.31%
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CPXIX vs. NPSRX - Expense Ratio Comparison
CPXIX has a 0.84% expense ratio, which is higher than NPSRX's 0.74% expense ratio.
Return for Risk
CPXIX vs. NPSRX — Risk / Return Rank
CPXIX
NPSRX
CPXIX vs. NPSRX - 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 Securities & Income Fund (NPSRX). 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 | NPSRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.90 | 2.15 | -0.25 |
Sortino ratioReturn per unit of downside risk | 2.36 | 2.98 | -0.62 |
Omega ratioGain probability vs. loss probability | 1.46 | 1.53 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.71 | 2.42 | -0.70 |
Martin ratioReturn relative to average drawdown | 6.83 | 9.75 | -2.92 |
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 | NPSRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.90 | 2.15 | -0.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.73 | -0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.84 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.14 | 0.49 | +0.65 |
Correlation
The correlation between CPXIX and NPSRX is 0.79, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
CPXIX vs. NPSRX - Dividend Comparison
CPXIX's dividend yield for the trailing twelve months is around 5.26%, less than NPSRX's 5.92% 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% |
NPSRX Nuveen Preferred Securities & Income Fund | 5.92% | 5.72% | 5.38% | 5.87% | 6.18% | 4.97% | 5.02% | 5.39% | 6.00% | 5.51% | 5.81% | 6.20% |
Drawdowns
CPXIX vs. NPSRX - Drawdown Comparison
The maximum CPXIX drawdown since its inception was -25.56%, smaller than the maximum NPSRX drawdown of -62.52%. Use the drawdown chart below to compare losses from any high point for CPXIX and NPSRX.
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Drawdown Indicators
| CPXIX | NPSRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.56% | -62.52% | +36.96% |
Max Drawdown (1Y)Largest decline over 1 year | -3.26% | -3.46% | +0.20% |
Max Drawdown (5Y)Largest decline over 5 years | -20.00% | -17.65% | -2.35% |
Max Drawdown (10Y)Largest decline over 10 years | -25.56% | -26.47% | +0.91% |
Current DrawdownCurrent decline from peak | -3.00% | -2.45% | -0.55% |
Average DrawdownAverage peak-to-trough decline | -2.72% | -4.85% | +2.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.82% | 0.86% | -0.04% |
Volatility
CPXIX vs. NPSRX - Volatility Comparison
The current volatility for Cohen & Steers Preferred Securities and Income Fund, Inc. (CPXIX) is 1.21%, while Nuveen Preferred Securities & Income Fund (NPSRX) has a volatility of 1.59%. This indicates that CPXIX experiences smaller price fluctuations and is considered to be less risky than NPSRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CPXIX | NPSRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.21% | 1.59% | -0.38% |
Volatility (6M)Calculated over the trailing 6-month period | 1.76% | 2.34% | -0.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.15% | 3.71% | -0.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.67% | 4.97% | -0.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.14% | 6.32% | -0.18% |