LPXZX vs. CPXIX
Compare and contrast key facts about Cohen & Steers Low Duration Preferred and Income Fund (LPXZX) and Cohen & Steers Preferred Securities and Income Fund, Inc. (CPXIX).
LPXZX is managed by Cohen & Steers. It was launched on Nov 29, 2015. CPXIX is managed by Cohen & Steers. It was launched on May 2, 2010.
Performance
LPXZX vs. CPXIX - Performance Comparison
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LPXZX vs. CPXIX - 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% |
CPXIX Cohen & Steers Preferred Securities and Income Fund, Inc. | -1.38% | 8.44% | 10.39% | 6.38% | -12.37% | 2.75% | 6.47% | 18.11% | -4.65% | 10.88% |
Returns By Period
In the year-to-date period, LPXZX achieves a -0.77% return, which is significantly higher than CPXIX's -1.38% return. Over the past 10 years, LPXZX has underperformed CPXIX with an annualized return of 4.14%, while CPXIX has yielded a comparatively higher 4.63% 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%
CPXIX
- 1D
- -0.08%
- 1M
- -2.69%
- YTD
- -1.38%
- 6M
- -0.05%
- 1Y
- 5.92%
- 3Y*
- 9.11%
- 5Y*
- 2.53%
- 10Y*
- 4.63%
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LPXZX vs. CPXIX - Expense Ratio Comparison
LPXZX has a 0.60% expense ratio, which is lower than CPXIX's 0.84% expense ratio.
Return for Risk
LPXZX vs. CPXIX — Risk / Return Rank
LPXZX
CPXIX
LPXZX vs. CPXIX - 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 Cohen & Steers Preferred Securities and Income Fund, Inc. (CPXIX). 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 | CPXIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.05 | 1.83 | +0.22 |
Sortino ratioReturn per unit of downside risk | 2.58 | 2.28 | +0.30 |
Omega ratioGain probability vs. loss probability | 1.52 | 1.43 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 2.11 | 1.65 | +0.46 |
Martin ratioReturn relative to average drawdown | 8.95 | 6.77 | +2.18 |
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 | CPXIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.05 | 1.83 | +0.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.28 | 0.54 | +0.73 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.10 | 0.76 | +0.35 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.05 | 1.14 | -0.09 |
Correlation
The correlation between LPXZX and CPXIX is 0.79, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
LPXZX vs. CPXIX - Dividend Comparison
LPXZX's dividend yield for the trailing twelve months is around 4.59%, less than CPXIX's 5.26% 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% |
CPXIX Cohen & Steers Preferred Securities and Income Fund, Inc. | 5.26% | 5.54% | 5.52% | 5.76% | 5.40% | 4.89% | 5.17% | 5.30% | 5.88% | 5.01% | 5.75% | 5.91% |
Drawdowns
LPXZX vs. CPXIX - Drawdown Comparison
The maximum LPXZX drawdown since its inception was -18.13%, smaller than the maximum CPXIX drawdown of -25.56%. Use the drawdown chart below to compare losses from any high point for LPXZX and CPXIX.
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Drawdown Indicators
| LPXZX | CPXIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.13% | -25.56% | +7.43% |
Max Drawdown (1Y)Largest decline over 1 year | -2.14% | -3.26% | +1.12% |
Max Drawdown (5Y)Largest decline over 5 years | -9.69% | -20.00% | +10.31% |
Max Drawdown (10Y)Largest decline over 10 years | -18.13% | -25.56% | +7.43% |
Current DrawdownCurrent decline from peak | -2.14% | -3.00% | +0.86% |
Average DrawdownAverage peak-to-trough decline | -1.50% | -2.72% | +1.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.50% | 0.82% | -0.32% |
Volatility
LPXZX vs. CPXIX - Volatility Comparison
The current volatility for Cohen & Steers Low Duration Preferred and Income Fund (LPXZX) is 0.87%, while Cohen & Steers Preferred Securities and Income Fund, Inc. (CPXIX) has a volatility of 1.22%. This indicates that LPXZX experiences smaller price fluctuations and is considered to be less risky than CPXIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LPXZX | CPXIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.87% | 1.22% | -0.35% |
Volatility (6M)Calculated over the trailing 6-month period | 1.40% | 1.76% | -0.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.23% | 3.16% | -0.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.68% | 4.67% | -1.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.77% | 6.15% | -2.38% |