LPXZX vs. CSUIX
Compare and contrast key facts about Cohen & Steers Low Duration Preferred and Income Fund (LPXZX) and Cohen & Steers Global Infrastructure Fund, Inc. (CSUIX).
LPXZX is managed by Cohen & Steers. It was launched on Nov 29, 2015. CSUIX is managed by Cohen & Steers. It was launched on May 2, 2004.
Performance
LPXZX vs. CSUIX - Performance Comparison
Loading graphics...
LPXZX vs. CSUIX - 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% |
CSUIX Cohen & Steers Global Infrastructure Fund, Inc. | 8.44% | 14.69% | 8.74% | 2.46% | -4.89% | 16.60% | -1.29% | 24.72% | -5.52% | 18.15% |
Returns By Period
In the year-to-date period, LPXZX achieves a -0.77% return, which is significantly lower than CSUIX's 8.44% return. Over the past 10 years, LPXZX has underperformed CSUIX with an annualized return of 4.14%, while CSUIX has yielded a comparatively higher 7.83% 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%
CSUIX
- 1D
- 0.34%
- 1M
- -4.36%
- YTD
- 8.44%
- 6M
- 9.16%
- 1Y
- 18.40%
- 3Y*
- 11.18%
- 5Y*
- 8.17%
- 10Y*
- 7.83%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
LPXZX vs. CSUIX - Expense Ratio Comparison
LPXZX has a 0.60% expense ratio, which is lower than CSUIX's 0.86% expense ratio.
Return for Risk
LPXZX vs. CSUIX — Risk / Return Rank
LPXZX
CSUIX
LPXZX vs. CSUIX - 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, Inc. (CSUIX). 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 | CSUIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.05 | 1.67 | +0.38 |
Sortino ratioReturn per unit of downside risk | 2.58 | 2.21 | +0.37 |
Omega ratioGain probability vs. loss probability | 1.52 | 1.33 | +0.20 |
Calmar ratioReturn relative to maximum drawdown | 2.11 | 2.42 | -0.31 |
Martin ratioReturn relative to average drawdown | 8.95 | 10.58 | -1.64 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| LPXZX | CSUIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.05 | 1.67 | +0.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.28 | 0.64 | +0.64 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.10 | 0.53 | +0.57 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.05 | 0.58 | +0.48 |
Correlation
The correlation between LPXZX and CSUIX 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. CSUIX - Dividend Comparison
LPXZX's dividend yield for the trailing twelve months is around 4.59%, less than CSUIX's 7.76% 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% |
CSUIX Cohen & Steers Global Infrastructure Fund, Inc. | 7.76% | 8.41% | 2.58% | 2.53% | 3.91% | 3.25% | 1.64% | 1.83% | 2.45% | 5.12% | 2.35% | 6.52% |
Drawdowns
LPXZX vs. CSUIX - Drawdown Comparison
The maximum LPXZX drawdown since its inception was -18.13%, smaller than the maximum CSUIX drawdown of -52.01%. Use the drawdown chart below to compare losses from any high point for LPXZX and CSUIX.
Loading graphics...
Drawdown Indicators
| LPXZX | CSUIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.13% | -52.01% | +33.88% |
Max Drawdown (1Y)Largest decline over 1 year | -2.14% | -7.99% | +5.85% |
Max Drawdown (5Y)Largest decline over 5 years | -9.69% | -20.01% | +10.32% |
Max Drawdown (10Y)Largest decline over 10 years | -18.13% | -35.01% | +16.88% |
Current DrawdownCurrent decline from peak | -2.14% | -4.36% | +2.22% |
Average DrawdownAverage peak-to-trough decline | -1.50% | -8.21% | +6.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.50% | 1.82% | -1.32% |
Volatility
LPXZX vs. CSUIX - Volatility Comparison
The current volatility for Cohen & Steers Low Duration Preferred and Income Fund (LPXZX) is 0.87%, while Cohen & Steers Global Infrastructure Fund, Inc. (CSUIX) has a volatility of 3.24%. This indicates that LPXZX experiences smaller price fluctuations and is considered to be less risky than CSUIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| LPXZX | CSUIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.87% | 3.24% | -2.37% |
Volatility (6M)Calculated over the trailing 6-month period | 1.40% | 6.90% | -5.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.23% | 11.49% | -9.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.68% | 12.86% | -10.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.77% | 14.88% | -11.11% |