LPXZX vs. JPDIX
Compare and contrast key facts about Cohen & Steers Low Duration Preferred and Income Fund (LPXZX) and JPMorgan Preferred and Income Securities Fund (JPDIX).
LPXZX is managed by Cohen & Steers. It was launched on Nov 29, 2015. JPDIX is managed by JPMorgan. It was launched on Mar 30, 2022.
Performance
LPXZX vs. JPDIX - Performance Comparison
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LPXZX vs. JPDIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
LPXZX Cohen & Steers Low Duration Preferred and Income Fund | -0.77% | 6.89% | 8.75% | 6.91% | -2.72% |
JPDIX JPMorgan Preferred and Income Securities Fund | -1.64% | 8.64% | 10.59% | 7.02% | -8.33% |
Returns By Period
In the year-to-date period, LPXZX achieves a -0.77% return, which is significantly higher than JPDIX's -1.64% 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%
JPDIX
- 1D
- -0.10%
- 1M
- -2.92%
- YTD
- -1.64%
- 6M
- -0.11%
- 1Y
- 5.53%
- 3Y*
- 8.92%
- 5Y*
- —
- 10Y*
- —
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LPXZX vs. JPDIX - Expense Ratio Comparison
LPXZX has a 0.60% expense ratio, which is higher than JPDIX's 0.59% expense ratio.
Return for Risk
LPXZX vs. JPDIX — Risk / Return Rank
LPXZX
JPDIX
LPXZX vs. JPDIX - 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 JPMorgan Preferred and Income Securities Fund (JPDIX). 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 | JPDIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.05 | 1.77 | +0.28 |
Sortino ratioReturn per unit of downside risk | 2.58 | 2.41 | +0.17 |
Omega ratioGain probability vs. loss probability | 1.52 | 1.44 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 2.11 | 1.75 | +0.36 |
Martin ratioReturn relative to average drawdown | 8.95 | 7.51 | +1.44 |
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 | JPDIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.05 | 1.77 | +0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.28 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.10 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.05 | 0.73 | +0.33 |
Correlation
The correlation between LPXZX and JPDIX is 0.77, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
LPXZX vs. JPDIX - Dividend Comparison
LPXZX's dividend yield for the trailing twelve months is around 4.59%, less than JPDIX's 5.25% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
JPDIX JPMorgan Preferred and Income Securities Fund | 5.25% | 5.53% | 4.97% | 4.45% | 2.19% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
LPXZX vs. JPDIX - Drawdown Comparison
The maximum LPXZX drawdown since its inception was -18.13%, which is greater than JPDIX's maximum drawdown of -14.56%. Use the drawdown chart below to compare losses from any high point for LPXZX and JPDIX.
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Drawdown Indicators
| LPXZX | JPDIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.13% | -14.56% | -3.57% |
Max Drawdown (1Y)Largest decline over 1 year | -2.14% | -3.32% | +1.18% |
Max Drawdown (5Y)Largest decline over 5 years | -9.69% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -18.13% | — | — |
Current DrawdownCurrent decline from peak | -2.14% | -2.92% | +0.78% |
Average DrawdownAverage peak-to-trough decline | -1.50% | -3.60% | +2.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.50% | 0.77% | -0.27% |
Volatility
LPXZX vs. JPDIX - Volatility Comparison
The current volatility for Cohen & Steers Low Duration Preferred and Income Fund (LPXZX) is 0.87%, while JPMorgan Preferred and Income Securities Fund (JPDIX) has a volatility of 1.17%. This indicates that LPXZX experiences smaller price fluctuations and is considered to be less risky than JPDIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LPXZX | JPDIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.87% | 1.17% | -0.30% |
Volatility (6M)Calculated over the trailing 6-month period | 1.40% | 2.03% | -0.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.23% | 3.35% | -1.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.68% | 5.23% | -2.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.77% | 5.23% | -1.46% |