LPXZX vs. PSF
Compare and contrast key facts about Cohen & Steers Low Duration Preferred and Income Fund (LPXZX) and Cohen & Steers Select Preferred and Income Fund (PSF).
LPXZX is managed by Cohen & Steers. It was launched on Nov 29, 2015. PSF is managed by Cohen & Steers.
Performance
LPXZX vs. PSF - Performance Comparison
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LPXZX vs. PSF - 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% |
PSF Cohen & Steers Select Preferred and Income Fund | -2.58% | 10.63% | 12.84% | 9.88% | -24.55% | 3.89% | -3.78% | 42.60% | -9.01% | 16.79% |
Returns By Period
In the year-to-date period, LPXZX achieves a -0.77% return, which is significantly higher than PSF's -2.58% return. Over the past 10 years, LPXZX has underperformed PSF with an annualized return of 4.14%, while PSF 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%
PSF
- 1D
- 2.21%
- 1M
- -4.29%
- YTD
- -2.58%
- 6M
- -3.17%
- 1Y
- 4.58%
- 3Y*
- 10.65%
- 5Y*
- 0.77%
- 10Y*
- 5.44%
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LPXZX vs. PSF - Expense Ratio Comparison
LPXZX has a 0.60% expense ratio, which is lower than PSF's 4.28% expense ratio.
Return for Risk
LPXZX vs. PSF — Risk / Return Rank
LPXZX
PSF
LPXZX vs. PSF - 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 Select Preferred and Income Fund (PSF). 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 | PSF | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.05 | 0.41 | +1.64 |
Sortino ratioReturn per unit of downside risk | 2.58 | 0.59 | +1.99 |
Omega ratioGain probability vs. loss probability | 1.52 | 1.10 | +0.42 |
Calmar ratioReturn relative to maximum drawdown | 2.11 | 0.45 | +1.66 |
Martin ratioReturn relative to average drawdown | 8.95 | 1.78 | +7.17 |
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 | PSF | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.05 | 0.41 | +1.64 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.28 | 0.05 | +1.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.10 | 0.26 | +0.84 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.05 | 0.37 | +0.68 |
Correlation
The correlation between LPXZX and PSF is 0.32, 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. PSF - Dividend Comparison
LPXZX's dividend yield for the trailing twelve months is around 4.59%, less than PSF's 7.80% 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% |
PSF Cohen & Steers Select Preferred and Income Fund | 7.80% | 7.46% | 7.65% | 8.29% | 8.65% | 9.08% | 7.02% | 6.55% | 8.68% | 7.70% | 9.35% | 8.81% |
Drawdowns
LPXZX vs. PSF - Drawdown Comparison
The maximum LPXZX drawdown since its inception was -18.13%, smaller than the maximum PSF drawdown of -55.01%. Use the drawdown chart below to compare losses from any high point for LPXZX and PSF.
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Drawdown Indicators
| LPXZX | PSF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.13% | -55.01% | +36.88% |
Max Drawdown (1Y)Largest decline over 1 year | -2.14% | -9.42% | +7.28% |
Max Drawdown (5Y)Largest decline over 5 years | -9.69% | -40.80% | +31.11% |
Max Drawdown (10Y)Largest decline over 10 years | -18.13% | -55.01% | +36.88% |
Current DrawdownCurrent decline from peak | -2.14% | -11.45% | +9.31% |
Average DrawdownAverage peak-to-trough decline | -1.50% | -10.00% | +8.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.50% | 2.40% | -1.90% |
Volatility
LPXZX vs. PSF - Volatility Comparison
The current volatility for Cohen & Steers Low Duration Preferred and Income Fund (LPXZX) is 0.87%, while Cohen & Steers Select Preferred and Income Fund (PSF) has a volatility of 4.65%. This indicates that LPXZX experiences smaller price fluctuations and is considered to be less risky than PSF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LPXZX | PSF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.87% | 4.65% | -3.78% |
Volatility (6M)Calculated over the trailing 6-month period | 1.40% | 6.23% | -4.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.23% | 11.19% | -8.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.68% | 14.57% | -11.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.77% | 21.11% | -17.34% |