LPXZX vs. FPF
Compare and contrast key facts about Cohen & Steers Low Duration Preferred and Income Fund (LPXZX) and First Trust Intermediate Duration Preferred and Income Fund (FPF).
LPXZX is managed by Cohen & Steers. It was launched on Nov 29, 2015. FPF is managed by First Trust. It was launched on Apr 1, 2009.
Performance
LPXZX vs. FPF - Performance Comparison
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LPXZX vs. FPF - 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% |
FPF First Trust Intermediate Duration Preferred and Income Fund | -4.04% | 13.14% | 20.90% | 5.31% | -25.83% | 9.12% | 9.67% | 28.24% | -11.97% | 15.99% |
Returns By Period
In the year-to-date period, LPXZX achieves a -0.77% return, which is significantly higher than FPF's -4.04% return. Over the past 10 years, LPXZX has underperformed FPF with an annualized return of 4.14%, while FPF has yielded a comparatively higher 5.68% 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%
FPF
- 1D
- 2.38%
- 1M
- -7.17%
- YTD
- -4.04%
- 6M
- -3.83%
- 1Y
- 4.72%
- 3Y*
- 13.45%
- 5Y*
- 1.98%
- 10Y*
- 5.68%
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LPXZX vs. FPF - Expense Ratio Comparison
LPXZX has a 0.60% expense ratio, which is higher than FPF's 0.02% expense ratio.
Return for Risk
LPXZX vs. FPF — Risk / Return Rank
LPXZX
FPF
LPXZX vs. FPF - 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 First Trust Intermediate Duration Preferred and Income Fund (FPF). 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 | FPF | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.05 | 0.39 | +1.65 |
Sortino ratioReturn per unit of downside risk | 2.58 | 0.56 | +2.02 |
Omega ratioGain probability vs. loss probability | 1.52 | 1.10 | +0.42 |
Calmar ratioReturn relative to maximum drawdown | 2.11 | 0.44 | +1.67 |
Martin ratioReturn relative to average drawdown | 8.95 | 1.35 | +7.60 |
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 | FPF | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.05 | 0.39 | +1.65 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.28 | 0.14 | +1.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.10 | 0.23 | +0.87 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.05 | 0.24 | +0.81 |
Correlation
The correlation between LPXZX and FPF is 0.34, 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. FPF - Dividend Comparison
LPXZX's dividend yield for the trailing twelve months is around 4.59%, less than FPF's 9.36% 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% |
FPF First Trust Intermediate Duration Preferred and Income Fund | 9.36% | 8.85% | 9.17% | 8.31% | 8.62% | 6.75% | 6.55% | 7.08% | 8.79% | 7.63% | 9.31% | 9.16% |
Drawdowns
LPXZX vs. FPF - Drawdown Comparison
The maximum LPXZX drawdown since its inception was -18.13%, smaller than the maximum FPF drawdown of -53.78%. Use the drawdown chart below to compare losses from any high point for LPXZX and FPF.
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Drawdown Indicators
| LPXZX | FPF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.13% | -53.78% | +35.65% |
Max Drawdown (1Y)Largest decline over 1 year | -2.14% | -10.17% | +8.03% |
Max Drawdown (5Y)Largest decline over 5 years | -9.69% | -37.06% | +27.37% |
Max Drawdown (10Y)Largest decline over 10 years | -18.13% | -53.78% | +35.65% |
Current DrawdownCurrent decline from peak | -2.14% | -7.99% | +5.85% |
Average DrawdownAverage peak-to-trough decline | -1.50% | -8.49% | +6.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.50% | 3.33% | -2.83% |
Volatility
LPXZX vs. FPF - Volatility Comparison
The current volatility for Cohen & Steers Low Duration Preferred and Income Fund (LPXZX) is 0.87%, while First Trust Intermediate Duration Preferred and Income Fund (FPF) has a volatility of 5.15%. This indicates that LPXZX experiences smaller price fluctuations and is considered to be less risky than FPF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LPXZX | FPF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.87% | 5.15% | -4.28% |
Volatility (6M)Calculated over the trailing 6-month period | 1.40% | 6.68% | -5.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.23% | 12.01% | -9.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.68% | 14.55% | -11.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.77% | 25.00% | -21.23% |