LPXZX vs. PCSFX
Compare and contrast key facts about Cohen & Steers Low Duration Preferred and Income Fund (LPXZX) and Principal Capital Securities Fund (PCSFX).
LPXZX is managed by Cohen & Steers. It was launched on Nov 29, 2015. PCSFX is managed by Principal. It was launched on Mar 13, 2014.
Performance
LPXZX vs. PCSFX - Performance Comparison
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LPXZX vs. PCSFX - 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% |
PCSFX Principal Capital Securities Fund | -1.42% | 8.96% | 12.15% | 6.82% | -11.35% | 3.74% | 7.71% | 17.41% | -4.61% | 11.57% |
Returns By Period
In the year-to-date period, LPXZX achieves a -0.77% return, which is significantly higher than PCSFX's -1.42% return. Over the past 10 years, LPXZX has underperformed PCSFX with an annualized return of 4.14%, while PCSFX has yielded a comparatively higher 5.44% 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%
PCSFX
- 1D
- 0.00%
- 1M
- -2.77%
- YTD
- -1.42%
- 6M
- 0.35%
- 1Y
- 5.58%
- 3Y*
- 9.80%
- 5Y*
- 3.38%
- 10Y*
- 5.44%
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LPXZX vs. PCSFX - Expense Ratio Comparison
LPXZX has a 0.60% expense ratio, which is higher than PCSFX's 0.00% expense ratio.
Return for Risk
LPXZX vs. PCSFX — Risk / Return Rank
LPXZX
PCSFX
LPXZX vs. PCSFX - 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 Principal Capital Securities Fund (PCSFX). 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 | PCSFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.05 | 2.11 | -0.06 |
Sortino ratioReturn per unit of downside risk | 2.58 | 2.63 | -0.05 |
Omega ratioGain probability vs. loss probability | 1.52 | 1.54 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 2.11 | 1.88 | +0.23 |
Martin ratioReturn relative to average drawdown | 8.95 | 8.47 | +0.48 |
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 | PCSFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.05 | 2.11 | -0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.28 | 0.80 | +0.48 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.10 | 1.08 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.05 | 1.08 | -0.03 |
Correlation
The correlation between LPXZX and PCSFX is 0.71, 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. PCSFX - Dividend Comparison
LPXZX's dividend yield for the trailing twelve months is around 4.59%, less than PCSFX's 5.63% 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% |
PCSFX Principal Capital Securities Fund | 5.63% | 5.80% | 5.50% | 5.75% | 5.68% | 4.57% | 4.88% | 5.43% | 6.07% | 5.14% | 5.08% | 5.78% |
Drawdowns
LPXZX vs. PCSFX - Drawdown Comparison
The maximum LPXZX drawdown since its inception was -18.13%, smaller than the maximum PCSFX drawdown of -22.42%. Use the drawdown chart below to compare losses from any high point for LPXZX and PCSFX.
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Drawdown Indicators
| LPXZX | PCSFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.13% | -22.42% | +4.29% |
Max Drawdown (1Y)Largest decline over 1 year | -2.14% | -2.97% | +0.83% |
Max Drawdown (5Y)Largest decline over 5 years | -9.69% | -18.67% | +8.98% |
Max Drawdown (10Y)Largest decline over 10 years | -18.13% | -22.42% | +4.29% |
Current DrawdownCurrent decline from peak | -2.14% | -2.97% | +0.83% |
Average DrawdownAverage peak-to-trough decline | -1.50% | -2.50% | +1.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.50% | 0.66% | -0.16% |
Volatility
LPXZX vs. PCSFX - Volatility Comparison
The current volatility for Cohen & Steers Low Duration Preferred and Income Fund (LPXZX) is 0.87%, while Principal Capital Securities Fund (PCSFX) has a volatility of 1.15%. This indicates that LPXZX experiences smaller price fluctuations and is considered to be less risky than PCSFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LPXZX | PCSFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.87% | 1.15% | -0.28% |
Volatility (6M)Calculated over the trailing 6-month period | 1.40% | 1.60% | -0.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.23% | 2.66% | -0.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.68% | 4.26% | -1.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.77% | 5.04% | -1.27% |