LPXZX vs. PTA
Compare and contrast key facts about Cohen & Steers Low Duration Preferred and Income Fund (LPXZX) and Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund (PTA).
LPXZX is managed by Cohen & Steers. It was launched on Nov 29, 2015. PTA is managed by Cohen & Steers.
Performance
LPXZX vs. PTA - Performance Comparison
Loading graphics...
LPXZX vs. PTA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
LPXZX Cohen & Steers Low Duration Preferred and Income Fund | -0.87% | 6.89% | 8.75% | 6.91% | -5.78% | 2.08% | 2.50% |
PTA Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund | 0.35% | 9.04% | 15.82% | 11.58% | -20.50% | -0.95% | 4.53% |
Returns By Period
In the year-to-date period, LPXZX achieves a -0.87% return, which is significantly lower than PTA's 0.35% 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%
PTA
- 1D
- 1.28%
- 1M
- -3.42%
- YTD
- 0.35%
- 6M
- -4.62%
- 1Y
- 5.12%
- 3Y*
- 11.03%
- 5Y*
- 2.82%
- 10Y*
- —
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. PTA - Expense Ratio Comparison
Return for Risk
LPXZX vs. PTA — Risk / Return Rank
LPXZX
PTA
LPXZX vs. PTA - 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 Tax-Advantaged Preferred Securities and Income Fund (PTA). 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 | PTA | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.99 | 0.37 | +1.62 |
Sortino ratioReturn per unit of downside risk | 2.51 | 0.60 | +1.92 |
Omega ratioGain probability vs. loss probability | 1.50 | 1.09 | +0.41 |
Calmar ratioReturn relative to maximum drawdown | 1.96 | 0.59 | +1.38 |
Martin ratioReturn relative to average drawdown | 8.40 | 1.57 | +6.83 |
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 | PTA | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.99 | 0.37 | +1.62 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.26 | 0.20 | +1.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.10 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.05 | 0.20 | +0.85 |
Correlation
The correlation between LPXZX and PTA is 0.35, 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. PTA - Dividend Comparison
LPXZX's dividend yield for the trailing twelve months is around 4.59%, less than PTA's 8.47% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
PTA Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund | 8.47% | 8.33% | 8.37% | 8.93% | 8.83% | 7.10% | 0.50% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
LPXZX vs. PTA - Drawdown Comparison
The maximum LPXZX drawdown since its inception was -18.13%, smaller than the maximum PTA drawdown of -28.71%. Use the drawdown chart below to compare losses from any high point for LPXZX and PTA.
Loading graphics...
Drawdown Indicators
| LPXZX | PTA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.13% | -28.71% | +10.58% |
Max Drawdown (1Y)Largest decline over 1 year | -2.24% | -10.21% | +7.97% |
Max Drawdown (5Y)Largest decline over 5 years | -9.69% | -28.71% | +19.02% |
Max Drawdown (10Y)Largest decline over 10 years | -18.13% | — | — |
Current DrawdownCurrent decline from peak | -2.24% | -5.30% | +3.06% |
Average DrawdownAverage peak-to-trough decline | -1.50% | -9.21% | +7.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.52% | 3.80% | -3.28% |
Volatility
LPXZX vs. PTA - Volatility Comparison
The current volatility for Cohen & Steers Low Duration Preferred and Income Fund (LPXZX) is 0.86%, while Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund (PTA) has a volatility of 6.14%. This indicates that LPXZX experiences smaller price fluctuations and is considered to be less risky than PTA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| LPXZX | PTA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.86% | 6.14% | -5.28% |
Volatility (6M)Calculated over the trailing 6-month period | 1.40% | 8.14% | -6.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.23% | 13.75% | -11.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.68% | 14.54% | -11.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.77% | 14.15% | -10.38% |