LPXZX vs. FOF
Compare and contrast key facts about Cohen & Steers Low Duration Preferred and Income Fund (LPXZX) and Cohen & Steers Closed-End Opportunity Fund (FOF).
LPXZX is managed by Cohen & Steers. It was launched on Nov 29, 2015. FOF is an actively managed fund by Cohen & Steers. It was launched on Nov 24, 2006.
Performance
LPXZX vs. FOF - Performance Comparison
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LPXZX vs. FOF - 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% |
FOF Cohen & Steers Closed-End Opportunity Fund | -0.96% | 13.01% | 23.65% | 17.90% | -22.69% | 28.24% | 1.52% | 31.37% | -9.43% | 23.41% |
Returns By Period
In the year-to-date period, LPXZX achieves a -0.77% return, which is significantly higher than FOF's -0.96% return. Over the past 10 years, LPXZX has underperformed FOF with an annualized return of 4.14%, while FOF has yielded a comparatively higher 10.65% 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%
FOF
- 1D
- 1.83%
- 1M
- -10.52%
- YTD
- -0.96%
- 6M
- 2.28%
- 1Y
- 15.30%
- 3Y*
- 14.99%
- 5Y*
- 8.04%
- 10Y*
- 10.65%
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LPXZX vs. FOF - Expense Ratio Comparison
LPXZX has a 0.60% expense ratio, which is lower than FOF's 0.95% expense ratio.
Return for Risk
LPXZX vs. FOF — Risk / Return Rank
LPXZX
FOF
LPXZX vs. FOF - 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 Closed-End Opportunity Fund (FOF). 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 | FOF | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.05 | 0.83 | +1.22 |
Sortino ratioReturn per unit of downside risk | 2.58 | 1.27 | +1.31 |
Omega ratioGain probability vs. loss probability | 1.52 | 1.21 | +0.31 |
Calmar ratioReturn relative to maximum drawdown | 2.11 | 0.98 | +1.13 |
Martin ratioReturn relative to average drawdown | 8.95 | 3.97 | +4.97 |
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 | FOF | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.05 | 0.83 | +1.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.28 | 0.45 | +0.83 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.10 | 0.53 | +0.58 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.05 | 0.31 | +0.74 |
Correlation
The correlation between LPXZX and FOF is 0.31, 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. FOF - Dividend Comparison
LPXZX's dividend yield for the trailing twelve months is around 4.59%, less than FOF's 8.14% 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% |
FOF Cohen & Steers Closed-End Opportunity Fund | 8.14% | 7.91% | 8.22% | 9.32% | 9.99% | 7.06% | 8.41% | 7.78% | 9.41% | 7.84% | 8.90% | 9.49% |
Drawdowns
LPXZX vs. FOF - Drawdown Comparison
The maximum LPXZX drawdown since its inception was -18.13%, smaller than the maximum FOF drawdown of -59.38%. Use the drawdown chart below to compare losses from any high point for LPXZX and FOF.
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Drawdown Indicators
| LPXZX | FOF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.13% | -59.38% | +41.25% |
Max Drawdown (1Y)Largest decline over 1 year | -2.14% | -15.07% | +12.93% |
Max Drawdown (5Y)Largest decline over 5 years | -9.69% | -29.96% | +20.27% |
Max Drawdown (10Y)Largest decline over 10 years | -18.13% | -49.74% | +31.61% |
Current DrawdownCurrent decline from peak | -2.14% | -13.52% | +11.38% |
Average DrawdownAverage peak-to-trough decline | -1.50% | -9.37% | +7.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.50% | 3.73% | -3.23% |
Volatility
LPXZX vs. FOF - Volatility Comparison
The current volatility for Cohen & Steers Low Duration Preferred and Income Fund (LPXZX) is 0.87%, while Cohen & Steers Closed-End Opportunity Fund (FOF) has a volatility of 6.09%. This indicates that LPXZX experiences smaller price fluctuations and is considered to be less risky than FOF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LPXZX | FOF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.87% | 6.09% | -5.22% |
Volatility (6M)Calculated over the trailing 6-month period | 1.40% | 11.03% | -9.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.23% | 18.57% | -16.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.68% | 17.99% | -15.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.77% | 20.25% | -16.48% |