LDP vs. LPXZX
Compare and contrast key facts about Cohen and Steers Limited Duration Preferred and Income Fund (LDP) and Cohen & Steers Low Duration Preferred and Income Fund (LPXZX).
LDP is managed by Cohen and Steers. It was launched on May 1, 2012. LPXZX is managed by Cohen & Steers. It was launched on Nov 29, 2015.
Performance
LDP vs. LPXZX - Performance Comparison
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LDP vs. LPXZX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LDP Cohen and Steers Limited Duration Preferred and Income Fund | -3.89% | 13.04% | 18.49% | 5.79% | -22.31% | 7.81% | 9.49% | 29.72% | -9.69% | 14.56% |
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, LDP achieves a -3.89% return, which is significantly lower than LPXZX's -0.77% return. Over the past 10 years, LDP has outperformed LPXZX with an annualized return of 6.62%, while LPXZX has yielded a comparatively lower 4.14% annualized return.
LDP
- 1D
- 3.20%
- 1M
- -5.73%
- YTD
- -3.89%
- 6M
- -4.38%
- 1Y
- 5.74%
- 3Y*
- 12.47%
- 5Y*
- 2.65%
- 10Y*
- 6.62%
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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LDP vs. LPXZX - Expense Ratio Comparison
LDP has a 0.01% expense ratio, which is lower than LPXZX's 0.60% expense ratio.
Return for Risk
LDP vs. LPXZX — Risk / Return Rank
LDP
LPXZX
LDP vs. LPXZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Cohen and Steers Limited Duration Preferred and Income Fund (LDP) 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.
| LDP | LPXZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.48 | 2.05 | -1.57 |
Sortino ratioReturn per unit of downside risk | 0.69 | 2.58 | -1.89 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.52 | -0.41 |
Calmar ratioReturn relative to maximum drawdown | 0.59 | 2.11 | -1.51 |
Martin ratioReturn relative to average drawdown | 2.22 | 8.95 | -6.73 |
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
| LDP | LPXZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.48 | 2.05 | -1.57 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.20 | 1.28 | -1.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.33 | 1.10 | -0.77 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 1.05 | -0.70 |
Correlation
The correlation between LDP and LPXZX is 0.29, 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
LDP vs. LPXZX - Dividend Comparison
LDP's dividend yield for the trailing twelve months is around 7.87%, more than LPXZX's 4.59% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LDP Cohen and Steers Limited Duration Preferred and Income Fund | 7.87% | 7.43% | 7.78% | 8.66% | 8.52% | 7.99% | 6.74% | 7.14% | 8.58% | 7.56% | 7.67% | 8.31% |
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
LDP vs. LPXZX - Drawdown Comparison
The maximum LDP drawdown since its inception was -49.59%, which is greater than LPXZX's maximum drawdown of -18.13%. Use the drawdown chart below to compare losses from any high point for LDP and LPXZX.
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Drawdown Indicators
| LDP | LPXZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.59% | -18.13% | -31.46% |
Max Drawdown (1Y)Largest decline over 1 year | -9.39% | -2.14% | -7.25% |
Max Drawdown (5Y)Largest decline over 5 years | -32.12% | -9.69% | -22.43% |
Max Drawdown (10Y)Largest decline over 10 years | -49.59% | -18.13% | -31.46% |
Current DrawdownCurrent decline from peak | -6.48% | -2.14% | -4.34% |
Average DrawdownAverage peak-to-trough decline | -6.62% | -1.50% | -5.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.52% | 0.50% | +2.02% |
Volatility
LDP vs. LPXZX - Volatility Comparison
Cohen and Steers Limited Duration Preferred and Income Fund (LDP) has a higher volatility of 5.49% compared to Cohen & Steers Low Duration Preferred and Income Fund (LPXZX) at 0.87%. This indicates that LDP'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
| LDP | LPXZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.49% | 0.87% | +4.62% |
Volatility (6M)Calculated over the trailing 6-month period | 7.13% | 1.40% | +5.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.03% | 2.23% | +9.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.43% | 2.68% | +10.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.08% | 3.77% | +16.31% |