LPXZX vs. MLOZX

Last updated Aug 1, 2026

LPXZX (Cohen & Steers Low Duration Preferred and Income Fund) and MLOZX (Cohen & Steers MLP & Energy Opportunity Fund, Inc.) are both mutual funds - LPXZX is a Preferred Stock fund managed by Cohen & Steers, while MLOZX is a Energy Equities fund managed by Cohen & Steers. Their 0.24 correlation means their historical movements had little consistent relationship. LPXZX charges 0.60%/yr vs 0.90%/yr for MLOZX.

Performance

LPXZX vs. MLOZX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Cohen & Steers Low Duration Preferred and Income Fund (LPXZX) and Cohen & Steers MLP & Energy Opportunity Fund, Inc. (MLOZX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

LPXZX

• 1D: 0.11%
• 1M: -0.31%
• 6M: 1.57%
• YTD: 2.14%
• 1Y: 4.46%
• 3Y*: 7.40%
• 5Y*: 3.59%
• 10Y*: 4.07%
• ALL TIME*: 4.15%

MLOZX

• 1D: —
• 1M: —
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
LPXZX Cohen & Steers Low Duration Preferred and Income Fund	$0.00	$0.00	$0.00

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	2.14%	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.	32.43%	17.35%	12.16%	10.49%	21.10%	39.09%	-26.70%	12.62%	-13.43%	0.33%

Correlation

The correlation between LPXZX and MLOZX is -0.02, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	-0.02
Correlation (3Y) Balances recent behavior with more history.	0.15
Correlation (5Y) Shows whether the relationship held over a longer period.	0.21
Correlation (10Y) Provides a long-term view across more market conditions.	0.23
Correlation (All Time) Calculated using the full available price history since Jan 4, 2016	0.24

The correlation between LPXZX and MLOZX shifts across timeframes, from -0.02 (1 year) to 0.24 (all time), reflecting how their relationship changes across market environments.

Return for Risk

LPXZX vs. MLOZX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

LPXZX

LPXZX Risk / Return Rank: 86
LPXZX Sharpe Ratio Rank: 94
LPXZX Sortino Ratio Rank: 92
LPXZX Omega Ratio Rank: 96
LPXZX Calmar Ratio Rank: 65
LPXZX Martin Ratio Rank: 82

MLOZX

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	LPXZX	MLOZX	Difference
Sharpe ratio: Return per unit of total volatility	2.48	—	—
Sortino ratio: Return per unit of downside risk	3.55	—	—
Omega ratio: Gain probability vs. loss probability	1.62	—	—
Calmar ratio: Return relative to maximum drawdown	2.19	—	—
Martin ratio: Return relative to average drawdown	10.11	—	—

Drawdowns

Drawdown Indicators

	LPXZX	MLOZX	Difference
Max Drawdown Largest peak-to-trough decline	-18.13%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-2.14%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-2.14%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-9.69%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-18.13%	—	—
Current Drawdown Current decline from peak	-0.31%	—	—
Average Drawdown Average peak-to-trough decline	-1.46%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	0.46%	—	—

Volatility

Volatility by Period

	LPXZX	MLOZX	Difference
Volatility (1M) Calculated over the trailing 1-month period	0.43%	—	—
Volatility (6M) Calculated over the trailing 6-month period	1.56%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	1.89%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	2.72%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	3.77%	—	—

LPXZX vs. MLOZX - Expense Ratio Comparison

LPXZX has a 0.60% expense ratio, which is lower than MLOZX's 0.90% expense ratio.

Dividends

LPXZX vs. MLOZX - Dividend Comparison

LPXZX's dividend yield for the trailing twelve months is around 4.71%, more than MLOZX's 1.45% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
LPXZX Cohen & Steers Low Duration Preferred and Income Fund	4.71%	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.	1.45%	1.71%	10.24%	4.61%	3.66%	3.08%	6.57%	6.21%	4.44%	3.86%	3.72%	6.05%

Frequently Asked Questions

Can I hold both LPXZX and MLOZX in my portfolio?

LPXZX and MLOZX have a correlation of -0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.