LPXZX vs. CSZIX
Compare and contrast key facts about Cohen & Steers Low Duration Preferred and Income Fund (LPXZX) and Cohen & Steers Real Estate Securities Fund Class Z (CSZIX).
LPXZX is managed by Cohen & Steers. It was launched on Nov 29, 2015. CSZIX is an actively managed fund by Cohen & Steers. It was launched on Oct 1, 2014.
Performance
LPXZX vs. CSZIX - Performance Comparison
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LPXZX vs. CSZIX - 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% |
CSZIX Cohen & Steers Real Estate Securities Fund Class Z | 1.50% | 4.41% | 6.81% | 13.26% | -26.21% | 41.81% | -1.64% | 31.95% | -4.17% | 8.18% |
Returns By Period
In the year-to-date period, LPXZX achieves a -0.77% return, which is significantly lower than CSZIX's 1.50% return. Over the past 10 years, LPXZX has underperformed CSZIX with an annualized return of 4.14%, while CSZIX has yielded a comparatively higher 6.42% 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%
CSZIX
- 1D
- 0.34%
- 1M
- -7.21%
- YTD
- 1.50%
- 6M
- 0.05%
- 1Y
- 2.50%
- 3Y*
- 7.70%
- 5Y*
- 4.44%
- 10Y*
- 6.42%
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LPXZX vs. CSZIX - Expense Ratio Comparison
LPXZX has a 0.60% expense ratio, which is lower than CSZIX's 0.75% expense ratio.
Return for Risk
LPXZX vs. CSZIX — Risk / Return Rank
LPXZX
CSZIX
LPXZX vs. CSZIX - 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 Z (CSZIX). 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 | CSZIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.05 | 0.20 | +1.85 |
Sortino ratioReturn per unit of downside risk | 2.58 | 0.38 | +2.20 |
Omega ratioGain probability vs. loss probability | 1.52 | 1.05 | +0.47 |
Calmar ratioReturn relative to maximum drawdown | 2.11 | 0.27 | +1.84 |
Martin ratioReturn relative to average drawdown | 8.95 | 1.07 | +7.88 |
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 | CSZIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.05 | 0.20 | +1.85 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.28 | 0.24 | +1.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.10 | 0.31 | +0.79 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.05 | 0.33 | +0.73 |
Correlation
The correlation between LPXZX and CSZIX 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. CSZIX - Dividend Comparison
LPXZX's dividend yield for the trailing twelve months is around 4.59%, more than CSZIX's 3.10% 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% |
CSZIX Cohen & Steers Real Estate Securities Fund Class Z | 3.10% | 3.81% | 2.85% | 3.00% | 7.77% | 4.38% | 5.47% | 7.70% | 3.68% | 2.60% | 5.90% | 22.32% |
Drawdowns
LPXZX vs. CSZIX - Drawdown Comparison
The maximum LPXZX drawdown since its inception was -18.13%, smaller than the maximum CSZIX drawdown of -42.71%. Use the drawdown chart below to compare losses from any high point for LPXZX and CSZIX.
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Drawdown Indicators
| LPXZX | CSZIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.13% | -42.71% | +24.58% |
Max Drawdown (1Y)Largest decline over 1 year | -2.14% | -11.83% | +9.69% |
Max Drawdown (5Y)Largest decline over 5 years | -9.69% | -33.05% | +23.36% |
Max Drawdown (10Y)Largest decline over 10 years | -18.13% | -42.71% | +24.58% |
Current DrawdownCurrent decline from peak | -2.14% | -7.65% | +5.51% |
Average DrawdownAverage peak-to-trough decline | -1.50% | -8.89% | +7.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.50% | 2.96% | -2.46% |
Volatility
LPXZX vs. CSZIX - 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 Z (CSZIX) has a volatility of 4.31%. This indicates that LPXZX experiences smaller price fluctuations and is considered to be less risky than CSZIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LPXZX | CSZIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.87% | 4.31% | -3.44% |
Volatility (6M)Calculated over the trailing 6-month period | 1.40% | 9.44% | -8.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.23% | 15.96% | -13.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.68% | 18.67% | -15.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.77% | 20.79% | -17.02% |