LPXZX vs. MLOZX
Compare and contrast key facts about Cohen & Steers Low Duration Preferred and Income Fund (LPXZX) and Cohen & Steers MLP & Energy Opportunity Fund, Inc. (MLOZX).
LPXZX is managed by Cohen & Steers. It was launched on Nov 29, 2015. MLOZX is managed by Cohen & Steers. It was launched on Dec 19, 2013.
Performance
LPXZX vs. MLOZX - Performance Comparison
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LPXZX vs. MLOZX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LPXZX Cohen & Steers Low Duration Preferred and Income Fund | -0.87% | 6.89% | 8.75% | 6.91% | -5.78% | 2.08% | 4.27% | 11.38% | -1.44% | 5.82% |
MLOZX Cohen & Steers MLP & Energy Opportunity Fund, Inc. | 28.28% | 17.35% | 12.16% | 10.49% | 21.10% | 39.09% | -26.70% | 12.62% | -13.43% | 0.33% |
Returns By Period
In the year-to-date period, LPXZX achieves a -0.87% return, which is significantly lower than MLOZX's 28.28% return. Over the past 10 years, LPXZX has underperformed MLOZX with an annualized return of 4.13%, while MLOZX has yielded a comparatively higher 11.92% annualized return.
LPXZX
- 1D
- -0.11%
- 1M
- -1.77%
- YTD
- -0.87%
- 6M
- -0.17%
- 1Y
- 4.40%
- 3Y*
- 7.58%
- 5Y*
- 3.36%
- 10Y*
- 4.13%
MLOZX
- 1D
- 0.32%
- 1M
- 5.97%
- YTD
- 28.28%
- 6M
- 32.61%
- 1Y
- 50.15%
- 3Y*
- 22.84%
- 5Y*
- 21.07%
- 10Y*
- 11.92%
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LPXZX vs. MLOZX - Expense Ratio Comparison
LPXZX has a 0.60% expense ratio, which is lower than MLOZX's 0.90% expense ratio.
Return for Risk
LPXZX vs. MLOZX — Risk / Return Rank
LPXZX
MLOZX
LPXZX vs. MLOZX - 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 Cohen & Steers MLP & Energy Opportunity Fund, Inc. (MLOZX). 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 | MLOZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.99 | 2.59 | -0.59 |
Sortino ratioReturn per unit of downside risk | 2.51 | 3.10 | -0.59 |
Omega ratioGain probability vs. loss probability | 1.50 | 1.51 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.96 | 3.14 | -1.18 |
Martin ratioReturn relative to average drawdown | 8.40 | 13.97 | -5.56 |
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 | MLOZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.99 | 2.59 | -0.59 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.26 | 1.16 | +0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.10 | 0.50 | +0.60 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.05 | 0.27 | +0.78 |
Correlation
The correlation between LPXZX and MLOZX is 0.25, 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. MLOZX - Dividend Comparison
LPXZX's dividend yield for the trailing twelve months is around 4.59%, more than MLOZX's 1.09% 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% |
MLOZX Cohen & Steers MLP & Energy Opportunity Fund, Inc. | 1.09% | 1.71% | 10.24% | 4.61% | 3.66% | 3.08% | 6.57% | 6.21% | 4.44% | 3.86% | 3.72% | 6.05% |
Drawdowns
LPXZX vs. MLOZX - Drawdown Comparison
The maximum LPXZX drawdown since its inception was -18.13%, smaller than the maximum MLOZX drawdown of -72.01%. Use the drawdown chart below to compare losses from any high point for LPXZX and MLOZX.
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Drawdown Indicators
| LPXZX | MLOZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.13% | -72.01% | +53.88% |
Max Drawdown (1Y)Largest decline over 1 year | -2.24% | -16.08% | +13.84% |
Max Drawdown (5Y)Largest decline over 5 years | -9.69% | -20.84% | +11.15% |
Max Drawdown (10Y)Largest decline over 10 years | -18.13% | -64.94% | +46.81% |
Current DrawdownCurrent decline from peak | -2.24% | -0.24% | -2.00% |
Average DrawdownAverage peak-to-trough decline | -1.50% | -20.91% | +19.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.52% | 3.62% | -3.10% |
Volatility
LPXZX vs. MLOZX - Volatility Comparison
The current volatility for Cohen & Steers Low Duration Preferred and Income Fund (LPXZX) is 0.86%, while Cohen & Steers MLP & Energy Opportunity Fund, Inc. (MLOZX) has a volatility of 4.27%. This indicates that LPXZX experiences smaller price fluctuations and is considered to be less risky than MLOZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LPXZX | MLOZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.86% | 4.27% | -3.41% |
Volatility (6M)Calculated over the trailing 6-month period | 1.40% | 10.97% | -9.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.23% | 19.98% | -17.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.68% | 18.26% | -15.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.77% | 24.16% | -20.39% |