LPXZX vs. CSDIX
Compare and contrast key facts about Cohen & Steers Low Duration Preferred and Income Fund (LPXZX) and Cohen & Steers Real Estate Securities Fund CLASS I (CSDIX).
LPXZX is managed by Cohen & Steers. It was launched on Nov 29, 2015. CSDIX is an actively managed fund by Cohen & Steers. It was launched on Jul 15, 1998.
Performance
LPXZX vs. CSDIX - Performance Comparison
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LPXZX vs. CSDIX - 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% |
CSDIX Cohen & Steers Real Estate Securities Fund CLASS I | 1.50% | 4.32% | 6.73% | 13.18% | -26.33% | 41.70% | -1.74% | 31.84% | -4.25% | 8.09% |
Returns By Period
In the year-to-date period, LPXZX achieves a -0.77% return, which is significantly lower than CSDIX's 1.50% return. Over the past 10 years, LPXZX has underperformed CSDIX with an annualized return of 4.14%, while CSDIX has yielded a comparatively higher 6.33% 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%
CSDIX
- 1D
- 0.28%
- 1M
- -7.26%
- YTD
- 1.50%
- 6M
- -0.03%
- 1Y
- 2.37%
- 3Y*
- 7.60%
- 5Y*
- 4.34%
- 10Y*
- 6.33%
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LPXZX vs. CSDIX - Expense Ratio Comparison
LPXZX has a 0.60% expense ratio, which is lower than CSDIX's 0.84% expense ratio.
Return for Risk
LPXZX vs. CSDIX — Risk / Return Rank
LPXZX
CSDIX
LPXZX vs. CSDIX - 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 Real Estate Securities Fund CLASS I (CSDIX). 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 | CSDIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.05 | 0.19 | +1.85 |
Sortino ratioReturn per unit of downside risk | 2.58 | 0.37 | +2.21 |
Omega ratioGain probability vs. loss probability | 1.52 | 1.05 | +0.47 |
Calmar ratioReturn relative to maximum drawdown | 2.11 | 0.26 | +1.85 |
Martin ratioReturn relative to average drawdown | 8.95 | 1.03 | +7.91 |
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 | CSDIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.05 | 0.19 | +1.85 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.28 | 0.23 | +1.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.10 | 0.30 | +0.80 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.05 | 0.34 | +0.71 |
Correlation
The correlation between LPXZX and CSDIX is 0.28, 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. CSDIX - Dividend Comparison
LPXZX's dividend yield for the trailing twelve months is around 4.59%, more than CSDIX's 3.03% 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% |
CSDIX Cohen & Steers Real Estate Securities Fund CLASS I | 3.03% | 3.72% | 2.78% | 2.93% | 7.67% | 4.30% | 5.39% | 7.62% | 3.60% | 2.52% | 5.84% | 19.24% |
Drawdowns
LPXZX vs. CSDIX - Drawdown Comparison
The maximum LPXZX drawdown since its inception was -18.13%, smaller than the maximum CSDIX drawdown of -72.37%. Use the drawdown chart below to compare losses from any high point for LPXZX and CSDIX.
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Drawdown Indicators
| LPXZX | CSDIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.13% | -72.37% | +54.24% |
Max Drawdown (1Y)Largest decline over 1 year | -2.14% | -11.83% | +9.69% |
Max Drawdown (5Y)Largest decline over 5 years | -9.69% | -33.09% | +23.40% |
Max Drawdown (10Y)Largest decline over 10 years | -18.13% | -42.68% | +24.55% |
Current DrawdownCurrent decline from peak | -2.14% | -7.65% | +5.51% |
Average DrawdownAverage peak-to-trough decline | -1.50% | -11.00% | +9.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.50% | 2.98% | -2.48% |
Volatility
LPXZX vs. CSDIX - Volatility Comparison
The current volatility for Cohen & Steers Low Duration Preferred and Income Fund (LPXZX) is 0.87%, while Cohen & Steers Real Estate Securities Fund CLASS I (CSDIX) has a volatility of 4.29%. This indicates that LPXZX experiences smaller price fluctuations and is considered to be less risky than CSDIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LPXZX | CSDIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.87% | 4.29% | -3.42% |
Volatility (6M)Calculated over the trailing 6-month period | 1.40% | 9.50% | -8.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.23% | 15.99% | -13.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.68% | 18.66% | -15.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.77% | 20.84% | -17.07% |