LDP vs. PISHX
Compare and contrast key facts about Cohen and Steers Limited Duration Preferred and Income Fund (LDP) and Cohen & Steers Preferred Securities and Income SMA Shares (PISHX).
LDP is managed by Cohen and Steers. It was launched on May 1, 2012. PISHX is managed by Cohen & Steers. It was launched on Feb 28, 2019.
Performance
LDP vs. PISHX - Performance Comparison
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LDP vs. PISHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
LDP Cohen and Steers Limited Duration Preferred and Income Fund | -2.16% | 13.04% | 18.49% | 5.79% | -22.31% | 7.81% | 9.49% | 17.96% |
PISHX Cohen & Steers Preferred Securities and Income SMA Shares | -1.23% | 9.65% | 12.50% | 7.91% | -11.73% | 4.30% | 8.57% | 12.46% |
Returns By Period
In the year-to-date period, LDP achieves a -2.16% return, which is significantly lower than PISHX's -1.23% return.
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%
PISHX
- 1D
- -0.10%
- 1M
- -2.29%
- YTD
- -1.23%
- 6M
- -0.02%
- 1Y
- 6.65%
- 3Y*
- 10.87%
- 5Y*
- 3.97%
- 10Y*
- —
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LDP vs. PISHX - Expense Ratio Comparison
LDP has a 0.01% expense ratio, which is higher than PISHX's 0.00% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
LDP vs. PISHX — Risk / Return Rank
LDP
PISHX
LDP vs. PISHX - 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 Preferred Securities and Income SMA Shares (PISHX). 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 | PISHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.61 | 2.12 | -1.51 |
Sortino ratioReturn per unit of downside risk | 0.86 | 2.65 | -1.79 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.53 | -0.39 |
Calmar ratioReturn relative to maximum drawdown | 0.81 | 1.93 | -1.12 |
Martin ratioReturn relative to average drawdown | 3.02 | 8.44 | -5.42 |
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 | PISHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.61 | 2.12 | -1.51 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.23 | 0.88 | -0.65 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.34 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.77 | -0.41 |
Correlation
The correlation between LDP and PISHX 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
LDP vs. PISHX - Dividend Comparison
LDP's dividend yield for the trailing twelve months is around 7.73%, more than PISHX's 5.13% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
PISHX Cohen & Steers Preferred Securities and Income SMA Shares | 5.13% | 5.52% | 5.89% | 5.92% | 5.45% | 4.25% | 4.59% | 3.38% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
LDP vs. PISHX - Drawdown Comparison
The maximum LDP drawdown since its inception was -49.59%, which is greater than PISHX's maximum drawdown of -27.12%. Use the drawdown chart below to compare losses from any high point for LDP and PISHX.
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Drawdown Indicators
| LDP | PISHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.59% | -27.12% | -22.47% |
Max Drawdown (1Y)Largest decline over 1 year | -9.39% | -3.46% | -5.93% |
Max Drawdown (5Y)Largest decline over 5 years | -32.12% | -19.14% | -12.98% |
Max Drawdown (10Y)Largest decline over 10 years | -49.59% | — | — |
Current DrawdownCurrent decline from peak | -4.79% | -2.92% | -1.87% |
Average DrawdownAverage peak-to-trough decline | -6.62% | -4.03% | -2.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.53% | 0.79% | +1.74% |
Volatility
LDP vs. PISHX - Volatility Comparison
Cohen and Steers Limited Duration Preferred and Income Fund (LDP) has a higher volatility of 5.82% compared to Cohen & Steers Preferred Securities and Income SMA Shares (PISHX) at 1.19%. This indicates that LDP's price experiences larger fluctuations and is considered to be riskier than PISHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LDP | PISHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.82% | 1.19% | +4.63% |
Volatility (6M)Calculated over the trailing 6-month period | 7.35% | 1.77% | +5.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.16% | 3.22% | +8.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.45% | 4.54% | +8.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.08% | 7.42% | +12.66% |