LPXZX vs. CICVX
Compare and contrast key facts about Cohen & Steers Low Duration Preferred and Income Fund (LPXZX) and Calamos Convertible Fund (CICVX).
LPXZX is managed by Cohen & Steers. It was launched on Nov 29, 2015. CICVX is managed by Calamos. It was launched on Jun 25, 1997.
Performance
LPXZX vs. CICVX - Performance Comparison
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LPXZX vs. CICVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
CICVX Calamos Convertible Fund | 0.23% | 19.03% | 9.94% | 10.95% | -21.02% | 5.36% | 48.84% | 19.51% | 0.59% | 14.21% |
Returns By Period
In the year-to-date period, LPXZX achieves a -0.77% return, which is significantly lower than CICVX's 0.23% return. Over the past 10 years, LPXZX has underperformed CICVX with an annualized return of 4.14%, while CICVX has yielded a comparatively higher 10.31% annualized return.
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%
CICVX
- 1D
- -1.77%
- 1M
- -6.19%
- YTD
- 0.23%
- 6M
- 1.71%
- 1Y
- 23.96%
- 3Y*
- 12.12%
- 5Y*
- 3.59%
- 10Y*
- 10.31%
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LPXZX vs. CICVX - Expense Ratio Comparison
LPXZX has a 0.60% expense ratio, which is lower than CICVX's 0.85% expense ratio.
Return for Risk
LPXZX vs. CICVX — Risk / Return Rank
LPXZX
CICVX
LPXZX vs. CICVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers Low Duration Preferred and Income Fund (LPXZX) and Calamos Convertible Fund (CICVX). 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.
| LPXZX | CICVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.05 | 1.54 | +0.51 |
Sortino ratioReturn per unit of downside risk | 2.58 | 2.10 | +0.48 |
Omega ratioGain probability vs. loss probability | 1.52 | 1.29 | +0.24 |
Calmar ratioReturn relative to maximum drawdown | 2.11 | 2.73 | -0.62 |
Martin ratioReturn relative to average drawdown | 8.95 | 9.81 | -0.86 |
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
| LPXZX | CICVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.05 | 1.54 | +0.51 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.28 | 0.29 | +0.99 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.10 | 0.81 | +0.29 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.05 | 0.29 | +0.76 |
Correlation
The correlation between LPXZX and CICVX is 0.34, 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
LPXZX vs. CICVX - Dividend Comparison
LPXZX's dividend yield for the trailing twelve months is around 4.59%, less than CICVX's 12.57% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
CICVX Calamos Convertible Fund | 12.57% | 12.51% | 1.83% | 2.48% | 0.94% | 15.90% | 7.74% | 1.39% | 16.75% | 4.55% | 3.43% | 5.41% |
Drawdowns
LPXZX vs. CICVX - Drawdown Comparison
The maximum LPXZX drawdown since its inception was -18.13%, smaller than the maximum CICVX drawdown of -49.33%. Use the drawdown chart below to compare losses from any high point for LPXZX and CICVX.
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Drawdown Indicators
| LPXZX | CICVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.13% | -49.33% | +31.20% |
Max Drawdown (1Y)Largest decline over 1 year | -2.14% | -7.89% | +5.75% |
Max Drawdown (5Y)Largest decline over 5 years | -9.69% | -27.17% | +17.48% |
Max Drawdown (10Y)Largest decline over 10 years | -18.13% | -27.17% | +9.04% |
Current DrawdownCurrent decline from peak | -2.14% | -7.70% | +5.56% |
Average DrawdownAverage peak-to-trough decline | -1.50% | -17.58% | +16.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.50% | 2.20% | -1.70% |
Volatility
LPXZX vs. CICVX - Volatility Comparison
The current volatility for Cohen & Steers Low Duration Preferred and Income Fund (LPXZX) is 0.87%, while Calamos Convertible Fund (CICVX) has a volatility of 6.16%. This indicates that LPXZX experiences smaller price fluctuations and is considered to be less risky than CICVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LPXZX | CICVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.87% | 6.16% | -5.29% |
Volatility (6M)Calculated over the trailing 6-month period | 1.40% | 11.86% | -10.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.23% | 15.31% | -13.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.68% | 12.64% | -9.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.77% | 12.69% | -8.92% |