LPXZX vs. JPC
Compare and contrast key facts about Cohen & Steers Low Duration Preferred and Income Fund (LPXZX) and Nuveen Preferred and Income Opportunities Fund (JPC).
LPXZX is managed by Cohen & Steers. It was launched on Nov 29, 2015. JPC is managed by Nuveen. It was launched on Mar 26, 2003.
Performance
LPXZX vs. JPC - Performance Comparison
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LPXZX vs. JPC - 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% |
JPC Nuveen Preferred and Income Opportunities Fund | -4.85% | 14.00% | 27.58% | 0.75% | -19.18% | 9.75% | -2.09% | 35.25% | -12.70% | 13.35% |
Returns By Period
In the year-to-date period, LPXZX achieves a -0.77% return, which is significantly higher than JPC's -4.85% return. Over the past 10 years, LPXZX has underperformed JPC with an annualized return of 4.14%, while JPC has yielded a comparatively higher 6.06% 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%
JPC
- 1D
- 4.00%
- 1M
- -7.44%
- YTD
- -4.85%
- 6M
- -3.60%
- 1Y
- 4.45%
- 3Y*
- 14.81%
- 5Y*
- 4.00%
- 10Y*
- 6.06%
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LPXZX vs. JPC - Expense Ratio Comparison
LPXZX has a 0.60% expense ratio, which is higher than JPC's 0.01% expense ratio.
Return for Risk
LPXZX vs. JPC — Risk / Return Rank
LPXZX
JPC
LPXZX vs. JPC - 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 Nuveen Preferred and Income Opportunities Fund (JPC). 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 | JPC | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.05 | 0.30 | +1.75 |
Sortino ratioReturn per unit of downside risk | 2.58 | 0.49 | +2.09 |
Omega ratioGain probability vs. loss probability | 1.52 | 1.09 | +0.43 |
Calmar ratioReturn relative to maximum drawdown | 2.11 | 0.44 | +1.67 |
Martin ratioReturn relative to average drawdown | 8.95 | 1.99 | +6.96 |
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 | JPC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.05 | 0.30 | +1.75 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.28 | 0.28 | +1.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.10 | 0.29 | +0.81 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.05 | 0.25 | +0.80 |
Correlation
The correlation between LPXZX and JPC is 0.36, 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. JPC - Dividend Comparison
LPXZX's dividend yield for the trailing twelve months is around 4.59%, less than JPC's 10.37% 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% |
JPC Nuveen Preferred and Income Opportunities Fund | 10.37% | 9.79% | 8.94% | 8.00% | 8.74% | 6.52% | 6.95% | 7.00% | 9.02% | 7.50% | 8.14% | 8.65% |
Drawdowns
LPXZX vs. JPC - Drawdown Comparison
The maximum LPXZX drawdown since its inception was -18.13%, smaller than the maximum JPC drawdown of -76.07%. Use the drawdown chart below to compare losses from any high point for LPXZX and JPC.
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Drawdown Indicators
| LPXZX | JPC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.13% | -76.07% | +57.94% |
Max Drawdown (1Y)Largest decline over 1 year | -2.14% | -11.43% | +9.29% |
Max Drawdown (5Y)Largest decline over 5 years | -9.69% | -32.26% | +22.57% |
Max Drawdown (10Y)Largest decline over 10 years | -18.13% | -52.53% | +34.40% |
Current DrawdownCurrent decline from peak | -2.14% | -7.89% | +5.75% |
Average DrawdownAverage peak-to-trough decline | -1.50% | -10.00% | +8.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.50% | 2.50% | -2.00% |
Volatility
LPXZX vs. JPC - Volatility Comparison
The current volatility for Cohen & Steers Low Duration Preferred and Income Fund (LPXZX) is 0.87%, while Nuveen Preferred and Income Opportunities Fund (JPC) has a volatility of 7.36%. This indicates that LPXZX experiences smaller price fluctuations and is considered to be less risky than JPC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LPXZX | JPC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.87% | 7.36% | -6.49% |
Volatility (6M)Calculated over the trailing 6-month period | 1.40% | 9.00% | -7.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.23% | 14.79% | -12.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.68% | 14.32% | -11.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.77% | 20.65% | -16.88% |