LPXZX vs. VFIAX
Compare and contrast key facts about Cohen & Steers Low Duration Preferred and Income Fund (LPXZX) and Vanguard 500 Index Fund Admiral Shares (VFIAX).
LPXZX is managed by Cohen & Steers. It was launched on Nov 29, 2015. VFIAX is managed by Vanguard. It was launched on Nov 13, 2000.
Performance
LPXZX vs. VFIAX - Performance Comparison
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LPXZX vs. VFIAX - 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% |
VFIAX Vanguard 500 Index Fund Admiral Shares | -7.06% | 17.83% | 24.97% | 26.24% | -18.16% | 28.65% | 18.32% | 31.46% | -4.45% | 21.78% |
Returns By Period
In the year-to-date period, LPXZX achieves a -0.77% return, which is significantly higher than VFIAX's -7.06% return. Over the past 10 years, LPXZX has underperformed VFIAX with an annualized return of 4.14%, while VFIAX has yielded a comparatively higher 13.71% 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%
VFIAX
- 1D
- -0.39%
- 1M
- -7.69%
- YTD
- -7.06%
- 6M
- -4.61%
- 1Y
- 14.41%
- 3Y*
- 17.14%
- 5Y*
- 11.37%
- 10Y*
- 13.71%
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LPXZX vs. VFIAX - Expense Ratio Comparison
LPXZX has a 0.60% expense ratio, which is higher than VFIAX's 0.04% expense ratio.
Return for Risk
LPXZX vs. VFIAX — Risk / Return Rank
LPXZX
VFIAX
LPXZX vs. VFIAX - 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 Vanguard 500 Index Fund Admiral Shares (VFIAX). 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 | VFIAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.05 | 0.84 | +1.21 |
Sortino ratioReturn per unit of downside risk | 2.58 | 1.30 | +1.28 |
Omega ratioGain probability vs. loss probability | 1.52 | 1.20 | +0.32 |
Calmar ratioReturn relative to maximum drawdown | 2.11 | 1.06 | +1.05 |
Martin ratioReturn relative to average drawdown | 8.95 | 5.13 | +3.82 |
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 | VFIAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.05 | 0.84 | +1.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.28 | 0.68 | +0.60 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.10 | 0.76 | +0.34 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.05 | 0.43 | +0.62 |
Correlation
The correlation between LPXZX and VFIAX 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. VFIAX - Dividend Comparison
LPXZX's dividend yield for the trailing twelve months is around 4.59%, more than VFIAX's 1.22% 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% |
VFIAX Vanguard 500 Index Fund Admiral Shares | 1.22% | 1.12% | 1.24% | 1.45% | 1.68% | 1.24% | 1.53% | 1.87% | 2.05% | 1.78% | 2.02% | 2.10% |
Drawdowns
LPXZX vs. VFIAX - Drawdown Comparison
The maximum LPXZX drawdown since its inception was -18.13%, smaller than the maximum VFIAX drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for LPXZX and VFIAX.
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Drawdown Indicators
| LPXZX | VFIAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.13% | -55.20% | +37.07% |
Max Drawdown (1Y)Largest decline over 1 year | -2.14% | -12.12% | +9.98% |
Max Drawdown (5Y)Largest decline over 5 years | -9.69% | -24.53% | +14.84% |
Max Drawdown (10Y)Largest decline over 10 years | -18.13% | -33.83% | +15.70% |
Current DrawdownCurrent decline from peak | -2.14% | -8.90% | +6.76% |
Average DrawdownAverage peak-to-trough decline | -1.50% | -9.46% | +7.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.50% | 2.49% | -1.99% |
Volatility
LPXZX vs. VFIAX - Volatility Comparison
The current volatility for Cohen & Steers Low Duration Preferred and Income Fund (LPXZX) is 0.87%, while Vanguard 500 Index Fund Admiral Shares (VFIAX) has a volatility of 4.24%. This indicates that LPXZX experiences smaller price fluctuations and is considered to be less risky than VFIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LPXZX | VFIAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.87% | 4.24% | -3.37% |
Volatility (6M)Calculated over the trailing 6-month period | 1.40% | 9.08% | -7.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.23% | 18.13% | -15.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.68% | 16.86% | -14.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.77% | 18.03% | -14.26% |