MLOZX vs. LPXZX
Compare and contrast key facts about Cohen & Steers MLP & Energy Opportunity Fund, Inc. (MLOZX) and Cohen & Steers Low Duration Preferred and Income Fund (LPXZX).
MLOZX is managed by Cohen & Steers. It was launched on Dec 19, 2013. LPXZX is managed by Cohen & Steers. It was launched on Nov 29, 2015.
Performance
MLOZX vs. LPXZX - Performance Comparison
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MLOZX vs. LPXZX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MLOZX Cohen & Steers MLP & Energy Opportunity Fund, Inc. | 27.86% | 17.35% | 12.16% | 10.49% | 21.10% | 39.09% | -26.70% | 12.62% | -13.43% | 0.33% |
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% |
Returns By Period
In the year-to-date period, MLOZX achieves a 27.86% return, which is significantly higher than LPXZX's -0.77% return. Over the past 10 years, MLOZX has outperformed LPXZX with an annualized return of 11.89%, while LPXZX has yielded a comparatively lower 4.14% annualized return.
MLOZX
- 1D
- -0.56%
- 1M
- 7.55%
- YTD
- 27.86%
- 6M
- 33.46%
- 1Y
- 50.75%
- 3Y*
- 22.70%
- 5Y*
- 21.24%
- 10Y*
- 11.89%
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%
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MLOZX vs. LPXZX - Expense Ratio Comparison
MLOZX has a 0.90% expense ratio, which is higher than LPXZX's 0.60% expense ratio.
Return for Risk
MLOZX vs. LPXZX — Risk / Return Rank
MLOZX
LPXZX
MLOZX vs. LPXZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers MLP & Energy Opportunity Fund, Inc. (MLOZX) and Cohen & Steers Low Duration Preferred and Income Fund (LPXZX). 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.
| MLOZX | LPXZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.59 | 2.05 | +0.54 |
Sortino ratioReturn per unit of downside risk | 3.10 | 2.58 | +0.52 |
Omega ratioGain probability vs. loss probability | 1.51 | 1.52 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 3.05 | 2.11 | +0.94 |
Martin ratioReturn relative to average drawdown | 13.54 | 8.95 | +4.59 |
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
| MLOZX | LPXZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.59 | 2.05 | +0.54 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.17 | 1.28 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 1.10 | -0.61 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.27 | 1.05 | -0.79 |
Correlation
The correlation between MLOZX and LPXZX is 0.25, 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
MLOZX vs. LPXZX - Dividend Comparison
MLOZX's dividend yield for the trailing twelve months is around 1.09%, less than LPXZX's 4.59% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MLOZX Cohen & Steers MLP & Energy Opportunity Fund, Inc. | 1.09% | 1.71% | 10.24% | 4.61% | 3.66% | 3.08% | 6.57% | 6.21% | 4.44% | 3.86% | 3.72% | 6.05% |
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% |
Drawdowns
MLOZX vs. LPXZX - Drawdown Comparison
The maximum MLOZX drawdown since its inception was -72.01%, which is greater than LPXZX's maximum drawdown of -18.13%. Use the drawdown chart below to compare losses from any high point for MLOZX and LPXZX.
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Drawdown Indicators
| MLOZX | LPXZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.01% | -18.13% | -53.88% |
Max Drawdown (1Y)Largest decline over 1 year | -16.08% | -2.14% | -13.94% |
Max Drawdown (5Y)Largest decline over 5 years | -20.84% | -9.69% | -11.15% |
Max Drawdown (10Y)Largest decline over 10 years | -64.94% | -18.13% | -46.81% |
Current DrawdownCurrent decline from peak | -0.56% | -2.14% | +1.58% |
Average DrawdownAverage peak-to-trough decline | -20.92% | -1.50% | -19.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.62% | 0.50% | +3.12% |
Volatility
MLOZX vs. LPXZX - Volatility Comparison
Cohen & Steers MLP & Energy Opportunity Fund, Inc. (MLOZX) has a higher volatility of 4.54% compared to Cohen & Steers Low Duration Preferred and Income Fund (LPXZX) at 0.87%. This indicates that MLOZX's price experiences larger fluctuations and is considered to be riskier than LPXZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MLOZX | LPXZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.54% | 0.87% | +3.67% |
Volatility (6M)Calculated over the trailing 6-month period | 10.97% | 1.40% | +9.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.02% | 2.23% | +17.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.26% | 2.68% | +15.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.17% | 3.77% | +20.40% |