CSDIX vs. LPXZX
Compare and contrast key facts about Cohen & Steers Real Estate Securities Fund CLASS I (CSDIX) and Cohen & Steers Low Duration Preferred and Income Fund (LPXZX).
CSDIX is an actively managed fund by Cohen & Steers. It was launched on Jul 15, 1998. LPXZX is managed by Cohen & Steers. It was launched on Nov 29, 2015.
Performance
CSDIX vs. LPXZX - Performance Comparison
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CSDIX vs. LPXZX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CSDIX Cohen & Steers Real Estate Securities Fund CLASS I | 1.50% | 4.32% | 6.73% | 13.18% | -26.33% | 41.70% | -1.74% | 31.84% | -4.25% | 8.09% |
LPXZX Cohen & Steers Low Duration Preferred and Income Fund | -0.77% | 6.89% | 8.75% | 6.91% | -5.78% | 2.08% | 4.27% | 11.38% | -1.44% | 5.82% |
Returns By Period
In the year-to-date period, CSDIX achieves a 1.50% return, which is significantly higher than LPXZX's -0.77% return. Over the past 10 years, CSDIX has outperformed LPXZX with an annualized return of 6.33%, while LPXZX has yielded a comparatively lower 4.14% annualized return.
CSDIX
- 1D
- 0.28%
- 1M
- -7.26%
- YTD
- 1.50%
- 6M
- -0.03%
- 1Y
- 2.37%
- 3Y*
- 7.60%
- 5Y*
- 4.34%
- 10Y*
- 6.33%
LPXZX
- 1D
- 0.00%
- 1M
- -1.88%
- YTD
- -0.77%
- 6M
- -0.06%
- 1Y
- 4.51%
- 3Y*
- 7.62%
- 5Y*
- 3.40%
- 10Y*
- 4.14%
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CSDIX vs. LPXZX - Expense Ratio Comparison
CSDIX has a 0.84% expense ratio, which is higher than LPXZX's 0.60% expense ratio.
Return for Risk
CSDIX vs. LPXZX — Risk / Return Rank
CSDIX
LPXZX
CSDIX vs. LPXZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers Real Estate Securities Fund CLASS I (CSDIX) and Cohen & Steers Low Duration Preferred and Income Fund (LPXZX). 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.
| CSDIX | LPXZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.19 | 2.05 | -1.85 |
Sortino ratioReturn per unit of downside risk | 0.37 | 2.58 | -2.21 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.52 | -0.47 |
Calmar ratioReturn relative to maximum drawdown | 0.26 | 2.11 | -1.85 |
Martin ratioReturn relative to average drawdown | 1.03 | 8.95 | -7.91 |
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
| CSDIX | LPXZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.19 | 2.05 | -1.85 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.23 | 1.28 | -1.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.30 | 1.10 | -0.80 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 1.05 | -0.71 |
Correlation
The correlation between CSDIX and LPXZX is 0.28, 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
CSDIX vs. LPXZX - Dividend Comparison
CSDIX's dividend yield for the trailing twelve months is around 3.03%, less than LPXZX's 4.59% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSDIX Cohen & Steers Real Estate Securities Fund CLASS I | 3.03% | 3.72% | 2.78% | 2.93% | 7.67% | 4.30% | 5.39% | 7.62% | 3.60% | 2.52% | 5.84% | 19.24% |
LPXZX Cohen & Steers Low Duration Preferred and Income Fund | 4.59% | 4.84% | 5.10% | 4.92% | 4.45% | 4.21% | 4.36% | 4.51% | 4.71% | 3.78% | 4.10% | 0.00% |
Drawdowns
CSDIX vs. LPXZX - Drawdown Comparison
The maximum CSDIX drawdown since its inception was -72.37%, which is greater than LPXZX's maximum drawdown of -18.13%. Use the drawdown chart below to compare losses from any high point for CSDIX and LPXZX.
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Drawdown Indicators
| CSDIX | LPXZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.37% | -18.13% | -54.24% |
Max Drawdown (1Y)Largest decline over 1 year | -11.83% | -2.14% | -9.69% |
Max Drawdown (5Y)Largest decline over 5 years | -33.09% | -9.69% | -23.40% |
Max Drawdown (10Y)Largest decline over 10 years | -42.68% | -18.13% | -24.55% |
Current DrawdownCurrent decline from peak | -7.65% | -2.14% | -5.51% |
Average DrawdownAverage peak-to-trough decline | -11.00% | -1.50% | -9.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.98% | 0.50% | +2.48% |
Volatility
CSDIX vs. LPXZX - Volatility Comparison
Cohen & Steers Real Estate Securities Fund CLASS I (CSDIX) has a higher volatility of 4.29% compared to Cohen & Steers Low Duration Preferred and Income Fund (LPXZX) at 0.87%. This indicates that CSDIX's price experiences larger fluctuations and is considered to be riskier than LPXZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CSDIX | LPXZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.29% | 0.87% | +3.42% |
Volatility (6M)Calculated over the trailing 6-month period | 9.50% | 1.40% | +8.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.99% | 2.23% | +13.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.66% | 2.68% | +15.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.84% | 3.77% | +17.07% |