MLOZX vs. PSF
Compare and contrast key facts about Cohen & Steers MLP & Energy Opportunity Fund, Inc. (MLOZX) and Cohen & Steers Select Preferred and Income Fund (PSF).
MLOZX is managed by Cohen & Steers. It was launched on Dec 19, 2013. PSF is managed by Cohen & Steers.
Performance
MLOZX vs. PSF - Performance Comparison
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MLOZX vs. PSF - 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% |
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, MLOZX achieves a 27.86% return, which is significantly higher than PSF's -2.58% return. Over the past 10 years, MLOZX has outperformed PSF with an annualized return of 11.89%, while PSF has yielded a comparatively lower 5.44% 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%
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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MLOZX vs. PSF - Expense Ratio Comparison
MLOZX has a 0.90% expense ratio, which is lower than PSF's 4.28% expense ratio.
Return for Risk
MLOZX vs. PSF — Risk / Return Rank
MLOZX
PSF
MLOZX vs. PSF - 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 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.
| MLOZX | PSF | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.59 | 0.41 | +2.18 |
Sortino ratioReturn per unit of downside risk | 3.10 | 0.59 | +2.52 |
Omega ratioGain probability vs. loss probability | 1.51 | 1.10 | +0.41 |
Calmar ratioReturn relative to maximum drawdown | 3.05 | 0.45 | +2.59 |
Martin ratioReturn relative to average drawdown | 13.54 | 1.78 | +11.76 |
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 | PSF | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.59 | 0.41 | +2.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.17 | 0.05 | +1.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.26 | +0.24 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.27 | 0.37 | -0.10 |
Correlation
The correlation between MLOZX and PSF is 0.28, 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. PSF - Dividend Comparison
MLOZX's dividend yield for the trailing twelve months is around 1.09%, less than PSF's 7.80% 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% |
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
MLOZX vs. PSF - Drawdown Comparison
The maximum MLOZX drawdown since its inception was -72.01%, which is greater than PSF's maximum drawdown of -55.01%. Use the drawdown chart below to compare losses from any high point for MLOZX and PSF.
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Drawdown Indicators
| MLOZX | PSF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.01% | -55.01% | -17.00% |
Max Drawdown (1Y)Largest decline over 1 year | -16.08% | -9.42% | -6.66% |
Max Drawdown (5Y)Largest decline over 5 years | -20.84% | -40.80% | +19.96% |
Max Drawdown (10Y)Largest decline over 10 years | -64.94% | -55.01% | -9.93% |
Current DrawdownCurrent decline from peak | -0.56% | -11.45% | +10.89% |
Average DrawdownAverage peak-to-trough decline | -20.92% | -10.00% | -10.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.62% | 2.40% | +1.22% |
Volatility
MLOZX vs. PSF - Volatility Comparison
Cohen & Steers MLP & Energy Opportunity Fund, Inc. (MLOZX) and Cohen & Steers Select Preferred and Income Fund (PSF) have volatilities of 4.54% and 4.65%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MLOZX | PSF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.54% | 4.65% | -0.11% |
Volatility (6M)Calculated over the trailing 6-month period | 10.97% | 6.23% | +4.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.02% | 11.19% | +8.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.26% | 14.57% | +3.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.17% | 21.11% | +3.06% |