LPXZX vs. PPSIX
Compare and contrast key facts about Cohen & Steers Low Duration Preferred and Income Fund (LPXZX) and Principal Spectrum Preferred and Capital Securities Income Fund (PPSIX).
LPXZX is managed by Cohen & Steers. It was launched on Nov 29, 2015. PPSIX is managed by Principal. It was launched on Apr 30, 2002.
Performance
LPXZX vs. PPSIX - Performance Comparison
Loading graphics...
LPXZX vs. PPSIX - 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% |
PPSIX Principal Spectrum Preferred and Capital Securities Income Fund | -1.61% | 7.86% | 9.82% | 5.88% | -10.67% | 3.03% | 5.47% | 16.45% | -4.54% | 10.51% |
Returns By Period
In the year-to-date period, LPXZX achieves a -0.77% return, which is significantly higher than PPSIX's -1.61% return. Both investments have delivered pretty close results over the past 10 years, with LPXZX having a 4.14% annualized return and PPSIX not far ahead at 4.34%.
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%
PPSIX
- 1D
- 0.00%
- 1M
- -2.98%
- YTD
- -1.61%
- 6M
- -0.58%
- 1Y
- 4.72%
- 3Y*
- 8.02%
- 5Y*
- 2.57%
- 10Y*
- 4.34%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
LPXZX vs. PPSIX - Expense Ratio Comparison
LPXZX has a 0.60% expense ratio, which is lower than PPSIX's 0.79% expense ratio.
Return for Risk
LPXZX vs. PPSIX — Risk / Return Rank
LPXZX
PPSIX
LPXZX vs. PPSIX - 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 Spectrum Preferred and Capital Securities Income Fund (PPSIX). 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 | PPSIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.05 | 1.66 | +0.39 |
Sortino ratioReturn per unit of downside risk | 2.58 | 2.10 | +0.48 |
Omega ratioGain probability vs. loss probability | 1.52 | 1.39 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | 2.11 | 1.45 | +0.66 |
Martin ratioReturn relative to average drawdown | 8.95 | 6.47 | +2.48 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| LPXZX | PPSIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.05 | 1.66 | +0.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.28 | 0.61 | +0.66 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.10 | 0.82 | +0.29 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.05 | 0.58 | +0.47 |
Correlation
The correlation between LPXZX and PPSIX is 0.73, 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. PPSIX - Dividend Comparison
LPXZX's dividend yield for the trailing twelve months is around 4.59%, less than PPSIX's 5.39% 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% |
PPSIX Principal Spectrum Preferred and Capital Securities Income Fund | 5.39% | 5.59% | 5.34% | 4.82% | 5.54% | 4.39% | 4.44% | 4.87% | 5.79% | 5.04% | 5.86% | 6.09% |
Drawdowns
LPXZX vs. PPSIX - Drawdown Comparison
The maximum LPXZX drawdown since its inception was -18.13%, smaller than the maximum PPSIX drawdown of -52.75%. Use the drawdown chart below to compare losses from any high point for LPXZX and PPSIX.
Loading graphics...
Drawdown Indicators
| LPXZX | PPSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.13% | -52.75% | +34.62% |
Max Drawdown (1Y)Largest decline over 1 year | -2.14% | -3.18% | +1.04% |
Max Drawdown (5Y)Largest decline over 5 years | -9.69% | -17.37% | +7.68% |
Max Drawdown (10Y)Largest decline over 10 years | -18.13% | -22.82% | +4.69% |
Current DrawdownCurrent decline from peak | -2.14% | -3.18% | +1.04% |
Average DrawdownAverage peak-to-trough decline | -1.50% | -3.30% | +1.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.50% | 0.71% | -0.21% |
Volatility
LPXZX vs. PPSIX - Volatility Comparison
The current volatility for Cohen & Steers Low Duration Preferred and Income Fund (LPXZX) is 0.87%, while Principal Spectrum Preferred and Capital Securities Income Fund (PPSIX) has a volatility of 1.29%. This indicates that LPXZX experiences smaller price fluctuations and is considered to be less risky than PPSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| LPXZX | PPSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.87% | 1.29% | -0.42% |
Volatility (6M)Calculated over the trailing 6-month period | 1.40% | 1.81% | -0.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.23% | 2.86% | -0.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.68% | 4.20% | -1.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.77% | 5.34% | -1.57% |