JPC vs. LPXZX
Compare and contrast key facts about Nuveen Preferred and Income Opportunities Fund (JPC) and Cohen & Steers Low Duration Preferred and Income Fund (LPXZX).
JPC is managed by Nuveen. It was launched on Mar 26, 2003. LPXZX is managed by Cohen & Steers. It was launched on Nov 29, 2015.
Performance
JPC vs. LPXZX - Performance Comparison
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JPC vs. LPXZX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
LPXZX Cohen & Steers Low Duration Preferred and Income Fund | -0.87% | 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, JPC achieves a -1.70% return, which is significantly lower than LPXZX's -0.87% return. Over the past 10 years, JPC has outperformed LPXZX with an annualized return of 6.41%, while LPXZX has yielded a comparatively lower 4.13% annualized return.
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%
LPXZX
- 1D
- -0.11%
- 1M
- -1.77%
- YTD
- -0.87%
- 6M
- -0.17%
- 1Y
- 4.40%
- 3Y*
- 7.58%
- 5Y*
- 3.36%
- 10Y*
- 4.13%
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JPC vs. LPXZX - Expense Ratio Comparison
JPC has a 0.01% expense ratio, which is lower than LPXZX's 0.60% expense ratio.
Return for Risk
JPC vs. LPXZX — Risk / Return Rank
JPC
LPXZX
JPC vs. LPXZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Preferred and Income Opportunities Fund (JPC) 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.
| JPC | LPXZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.54 | 1.99 | -1.45 |
Sortino ratioReturn per unit of downside risk | 0.80 | 2.51 | -1.71 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.50 | -0.35 |
Calmar ratioReturn relative to maximum drawdown | 0.69 | 1.96 | -1.27 |
Martin ratioReturn relative to average drawdown | 3.19 | 8.40 | -5.21 |
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
| JPC | LPXZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.54 | 1.99 | -1.45 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.33 | 1.26 | -0.93 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.31 | 1.10 | -0.79 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.26 | 1.05 | -0.79 |
Correlation
The correlation between JPC and LPXZX 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
JPC vs. LPXZX - Dividend Comparison
JPC's dividend yield for the trailing twelve months is around 10.04%, more than LPXZX's 4.59% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
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
JPC vs. LPXZX - Drawdown Comparison
The maximum JPC drawdown since its inception was -76.07%, which is greater than LPXZX's maximum drawdown of -18.13%. Use the drawdown chart below to compare losses from any high point for JPC and LPXZX.
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Drawdown Indicators
| JPC | LPXZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.07% | -18.13% | -57.94% |
Max Drawdown (1Y)Largest decline over 1 year | -11.43% | -2.24% | -9.19% |
Max Drawdown (5Y)Largest decline over 5 years | -32.26% | -9.69% | -22.57% |
Max Drawdown (10Y)Largest decline over 10 years | -52.53% | -18.13% | -34.40% |
Current DrawdownCurrent decline from peak | -4.83% | -2.24% | -2.59% |
Average DrawdownAverage peak-to-trough decline | -10.00% | -1.50% | -8.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.48% | 0.52% | +1.96% |
Volatility
JPC vs. LPXZX - Volatility Comparison
Nuveen Preferred and Income Opportunities Fund (JPC) has a higher volatility of 8.15% compared to Cohen & Steers Low Duration Preferred and Income Fund (LPXZX) at 0.86%. This indicates that JPC'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
| JPC | LPXZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.15% | 0.86% | +7.29% |
Volatility (6M)Calculated over the trailing 6-month period | 9.49% | 1.40% | +8.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.14% | 2.23% | +12.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.40% | 2.68% | +11.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.67% | 3.77% | +16.90% |