LPXZX vs. LBFFX
Compare and contrast key facts about Cohen & Steers Low Duration Preferred and Income Fund (LPXZX) and Lord Abbett Convertible Fund Class F (LBFFX).
LPXZX is managed by Cohen & Steers. It was launched on Nov 29, 2015. LBFFX is managed by Lord Abbett.
Performance
LPXZX vs. LBFFX - Performance Comparison
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LPXZX vs. LBFFX - 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% |
LBFFX Lord Abbett Convertible Fund Class F | 1.71% | 22.11% | 13.82% | 7.16% | -23.30% | 1.26% | 64.16% | 24.19% | -5.89% | 16.68% |
Returns By Period
In the year-to-date period, LPXZX achieves a -0.77% return, which is significantly lower than LBFFX's 1.71% return. Over the past 10 years, LPXZX has underperformed LBFFX with an annualized return of 4.14%, while LBFFX has yielded a comparatively higher 11.61% 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%
LBFFX
- 1D
- -1.66%
- 1M
- -5.44%
- YTD
- 1.71%
- 6M
- 4.82%
- 1Y
- 26.07%
- 3Y*
- 14.05%
- 5Y*
- 2.99%
- 10Y*
- 11.61%
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LPXZX vs. LBFFX - Expense Ratio Comparison
LPXZX has a 0.60% expense ratio, which is lower than LBFFX's 0.93% expense ratio.
Return for Risk
LPXZX vs. LBFFX — Risk / Return Rank
LPXZX
LBFFX
LPXZX vs. LBFFX - 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 Lord Abbett Convertible Fund Class F (LBFFX). 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 | LBFFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.05 | 1.80 | +0.24 |
Sortino ratioReturn per unit of downside risk | 2.58 | 2.44 | +0.14 |
Omega ratioGain probability vs. loss probability | 1.52 | 1.33 | +0.20 |
Calmar ratioReturn relative to maximum drawdown | 2.11 | 3.45 | -1.34 |
Martin ratioReturn relative to average drawdown | 8.95 | 12.36 | -3.41 |
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 | LBFFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.05 | 1.80 | +0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.28 | 0.23 | +1.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.10 | 0.86 | +0.24 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.05 | 0.61 | +0.44 |
Correlation
The correlation between LPXZX and LBFFX 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. LBFFX - Dividend Comparison
LPXZX's dividend yield for the trailing twelve months is around 4.59%, more than LBFFX's 1.47% 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% |
LBFFX Lord Abbett Convertible Fund Class F | 1.47% | 1.80% | 2.22% | 1.95% | 2.60% | 18.44% | 16.27% | 8.71% | 4.91% | 2.47% | 3.64% | 3.38% |
Drawdowns
LPXZX vs. LBFFX - Drawdown Comparison
The maximum LPXZX drawdown since its inception was -18.13%, smaller than the maximum LBFFX drawdown of -41.13%. Use the drawdown chart below to compare losses from any high point for LPXZX and LBFFX.
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Drawdown Indicators
| LPXZX | LBFFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.13% | -41.13% | +23.00% |
Max Drawdown (1Y)Largest decline over 1 year | -2.14% | -7.07% | +4.93% |
Max Drawdown (5Y)Largest decline over 5 years | -9.69% | -30.86% | +21.17% |
Max Drawdown (10Y)Largest decline over 10 years | -18.13% | -33.61% | +15.48% |
Current DrawdownCurrent decline from peak | -2.14% | -7.07% | +4.93% |
Average DrawdownAverage peak-to-trough decline | -1.50% | -10.40% | +8.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.50% | 1.97% | -1.47% |
Volatility
LPXZX vs. LBFFX - Volatility Comparison
The current volatility for Cohen & Steers Low Duration Preferred and Income Fund (LPXZX) is 0.87%, while Lord Abbett Convertible Fund Class F (LBFFX) has a volatility of 5.98%. This indicates that LPXZX experiences smaller price fluctuations and is considered to be less risky than LBFFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LPXZX | LBFFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.87% | 5.98% | -5.11% |
Volatility (6M)Calculated over the trailing 6-month period | 1.40% | 12.02% | -10.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.23% | 14.39% | -12.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.68% | 12.86% | -10.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.77% | 13.50% | -9.73% |