LPXZX vs. CSUAX
Compare and contrast key facts about Cohen & Steers Low Duration Preferred and Income Fund (LPXZX) and Cohen & Steers Global Infrastructure Fund Class A (CSUAX).
LPXZX is managed by Cohen & Steers. It was launched on Nov 29, 2015. CSUAX is a passively managed fund by Cohen & Steers that tracks the performance of the FTSE Global Core Infrastructure 50/50 Index. It was launched on Aug 28, 2017.
Performance
LPXZX vs. CSUAX - Performance Comparison
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LPXZX vs. CSUAX - 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% |
CSUAX Cohen & Steers Global Infrastructure Fund Class A | 8.35% | 14.30% | 8.30% | 2.09% | -5.20% | 16.24% | -1.65% | 24.26% | -5.83% | 17.99% |
Returns By Period
In the year-to-date period, LPXZX achieves a -0.77% return, which is significantly lower than CSUAX's 8.35% return. Over the past 10 years, LPXZX has underperformed CSUAX with an annualized return of 4.14%, while CSUAX has yielded a comparatively higher 7.48% 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%
CSUAX
- 1D
- 0.34%
- 1M
- -4.38%
- YTD
- 8.35%
- 6M
- 8.97%
- 1Y
- 17.98%
- 3Y*
- 10.78%
- 5Y*
- 7.79%
- 10Y*
- 7.48%
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LPXZX vs. CSUAX - Expense Ratio Comparison
LPXZX has a 0.60% expense ratio, which is lower than CSUAX's 1.22% expense ratio.
Return for Risk
LPXZX vs. CSUAX — Risk / Return Rank
LPXZX
CSUAX
LPXZX vs. CSUAX - 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 Global Infrastructure Fund Class A (CSUAX). 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 | CSUAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.05 | 1.63 | +0.42 |
Sortino ratioReturn per unit of downside risk | 2.58 | 2.17 | +0.41 |
Omega ratioGain probability vs. loss probability | 1.52 | 1.32 | +0.20 |
Calmar ratioReturn relative to maximum drawdown | 2.11 | 2.36 | -0.26 |
Martin ratioReturn relative to average drawdown | 8.95 | 10.32 | -1.37 |
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 | CSUAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.05 | 1.63 | +0.42 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.28 | 0.61 | +0.67 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.10 | 0.50 | +0.60 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.05 | 0.55 | +0.50 |
Correlation
The correlation between LPXZX and CSUAX is 0.32, 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. CSUAX - Dividend Comparison
LPXZX's dividend yield for the trailing twelve months is around 4.59%, less than CSUAX's 7.46% 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% |
CSUAX Cohen & Steers Global Infrastructure Fund Class A | 7.46% | 8.09% | 2.23% | 2.17% | 3.55% | 2.95% | 1.30% | 1.52% | 2.08% | 5.00% | 2.04% | 6.20% |
Drawdowns
LPXZX vs. CSUAX - Drawdown Comparison
The maximum LPXZX drawdown since its inception was -18.13%, smaller than the maximum CSUAX drawdown of -52.20%. Use the drawdown chart below to compare losses from any high point for LPXZX and CSUAX.
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Drawdown Indicators
| LPXZX | CSUAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.13% | -52.20% | +34.07% |
Max Drawdown (1Y)Largest decline over 1 year | -2.14% | -7.98% | +5.84% |
Max Drawdown (5Y)Largest decline over 5 years | -9.69% | -20.45% | +10.76% |
Max Drawdown (10Y)Largest decline over 10 years | -18.13% | -35.05% | +16.92% |
Current DrawdownCurrent decline from peak | -2.14% | -4.38% | +2.24% |
Average DrawdownAverage peak-to-trough decline | -1.50% | -8.49% | +6.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.50% | 1.83% | -1.33% |
Volatility
LPXZX vs. CSUAX - Volatility Comparison
The current volatility for Cohen & Steers Low Duration Preferred and Income Fund (LPXZX) is 0.87%, while Cohen & Steers Global Infrastructure Fund Class A (CSUAX) has a volatility of 3.26%. This indicates that LPXZX experiences smaller price fluctuations and is considered to be less risky than CSUAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LPXZX | CSUAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.87% | 3.26% | -2.39% |
Volatility (6M)Calculated over the trailing 6-month period | 1.40% | 6.89% | -5.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.23% | 11.48% | -9.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.68% | 12.89% | -10.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.77% | 14.89% | -11.12% |