LPXZX vs. KIFAX
Compare and contrast key facts about Cohen & Steers Low Duration Preferred and Income Fund (LPXZX) and Salient Select Income Fund (KIFAX).
LPXZX is managed by Cohen & Steers. It was launched on Nov 29, 2015. KIFAX is managed by Salient Funds. It was launched on Mar 29, 2001.
Performance
LPXZX vs. KIFAX - Performance Comparison
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LPXZX vs. KIFAX - 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% |
KIFAX Salient Select Income Fund | -2.46% | 1.49% | 6.73% | 14.45% | -15.79% | 14.98% | -3.07% | 18.13% | -8.76% | 1.47% |
Returns By Period
In the year-to-date period, LPXZX achieves a -0.77% return, which is significantly higher than KIFAX's -2.46% return. Over the past 10 years, LPXZX has outperformed KIFAX with an annualized return of 4.14%, while KIFAX has yielded a comparatively lower 3.30% 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%
KIFAX
- 1D
- 0.40%
- 1M
- -3.29%
- YTD
- -2.46%
- 6M
- -3.90%
- 1Y
- 1.38%
- 3Y*
- 5.75%
- 5Y*
- 2.22%
- 10Y*
- 3.30%
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LPXZX vs. KIFAX - Expense Ratio Comparison
LPXZX has a 0.60% expense ratio, which is lower than KIFAX's 1.53% expense ratio.
Return for Risk
LPXZX vs. KIFAX — Risk / Return Rank
LPXZX
KIFAX
LPXZX vs. KIFAX - 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 Salient Select Income Fund (KIFAX). 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 | KIFAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.05 | 0.11 | +1.93 |
Sortino ratioReturn per unit of downside risk | 2.58 | 0.21 | +2.37 |
Omega ratioGain probability vs. loss probability | 1.52 | 1.03 | +0.49 |
Calmar ratioReturn relative to maximum drawdown | 2.11 | 0.08 | +2.03 |
Martin ratioReturn relative to average drawdown | 8.95 | 0.24 | +8.70 |
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 | KIFAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.05 | 0.11 | +1.93 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.28 | 0.25 | +1.03 |
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 | 0.47 | +0.58 |
Correlation
The correlation between LPXZX and KIFAX is 0.40, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
LPXZX vs. KIFAX - Dividend Comparison
LPXZX's dividend yield for the trailing twelve months is around 4.59%, less than KIFAX's 7.77% 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% |
KIFAX Salient Select Income Fund | 7.77% | 7.48% | 6.88% | 6.50% | 4.62% | 4.72% | 4.62% | 5.04% | 6.00% | 9.13% | 6.40% | 12.33% |
Drawdowns
LPXZX vs. KIFAX - Drawdown Comparison
The maximum LPXZX drawdown since its inception was -18.13%, smaller than the maximum KIFAX drawdown of -70.56%. Use the drawdown chart below to compare losses from any high point for LPXZX and KIFAX.
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Drawdown Indicators
| LPXZX | KIFAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.13% | -70.56% | +52.43% |
Max Drawdown (1Y)Largest decline over 1 year | -2.14% | -6.65% | +4.51% |
Max Drawdown (5Y)Largest decline over 5 years | -9.69% | -20.46% | +10.77% |
Max Drawdown (10Y)Largest decline over 10 years | -18.13% | -45.84% | +27.71% |
Current DrawdownCurrent decline from peak | -2.14% | -5.92% | +3.78% |
Average DrawdownAverage peak-to-trough decline | -1.50% | -6.99% | +5.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.50% | 2.29% | -1.79% |
Volatility
LPXZX vs. KIFAX - Volatility Comparison
The current volatility for Cohen & Steers Low Duration Preferred and Income Fund (LPXZX) is 0.87%, while Salient Select Income Fund (KIFAX) has a volatility of 2.15%. This indicates that LPXZX experiences smaller price fluctuations and is considered to be less risky than KIFAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LPXZX | KIFAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.87% | 2.15% | -1.28% |
Volatility (6M)Calculated over the trailing 6-month period | 1.40% | 4.18% | -2.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.23% | 8.19% | -5.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.68% | 8.99% | -6.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.77% | 14.18% | -10.41% |