NPSRX vs. CPXIX
Compare and contrast key facts about Nuveen Preferred Securities & Income Fund (NPSRX) and Cohen & Steers Preferred Securities and Income Fund, Inc. (CPXIX).
NPSRX is managed by Nuveen. It was launched on Dec 18, 2006. CPXIX is managed by Cohen & Steers. It was launched on May 2, 2010.
Performance
NPSRX vs. CPXIX - Performance Comparison
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NPSRX vs. CPXIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NPSRX Nuveen Preferred Securities & Income Fund | -1.95% | 11.19% | 9.12% | 6.19% | -9.50% | 5.43% | 5.53% | 17.68% | -5.65% | 11.27% |
CPXIX Cohen & Steers Preferred Securities and Income Fund, Inc. | -1.38% | 8.44% | 10.39% | 6.38% | -12.37% | 2.75% | 6.47% | 18.11% | -4.65% | 10.88% |
Returns By Period
In the year-to-date period, NPSRX achieves a -1.95% return, which is significantly lower than CPXIX's -1.38% return. Over the past 10 years, NPSRX has outperformed CPXIX with an annualized return of 5.22%, while CPXIX has yielded a comparatively lower 4.63% annualized return.
NPSRX
- 1D
- -0.13%
- 1M
- -3.30%
- YTD
- -1.95%
- 6M
- 0.47%
- 1Y
- 6.96%
- 3Y*
- 9.61%
- 5Y*
- 3.48%
- 10Y*
- 5.22%
CPXIX
- 1D
- -0.08%
- 1M
- -2.69%
- YTD
- -1.38%
- 6M
- -0.05%
- 1Y
- 5.92%
- 3Y*
- 9.11%
- 5Y*
- 2.53%
- 10Y*
- 4.63%
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NPSRX vs. CPXIX - Expense Ratio Comparison
NPSRX has a 0.74% expense ratio, which is lower than CPXIX's 0.84% expense ratio.
Return for Risk
NPSRX vs. CPXIX — Risk / Return Rank
NPSRX
CPXIX
NPSRX vs. CPXIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Preferred Securities & Income Fund (NPSRX) and Cohen & Steers Preferred Securities and Income Fund, Inc. (CPXIX). 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.
| NPSRX | CPXIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.05 | 1.83 | +0.22 |
Sortino ratioReturn per unit of downside risk | 2.78 | 2.28 | +0.50 |
Omega ratioGain probability vs. loss probability | 1.50 | 1.43 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 2.08 | 1.65 | +0.44 |
Martin ratioReturn relative to average drawdown | 8.55 | 6.77 | +1.78 |
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
| NPSRX | CPXIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.05 | 1.83 | +0.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | 0.54 | +0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.83 | 0.76 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 1.14 | -0.66 |
Correlation
The correlation between NPSRX and CPXIX is 0.79, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
NPSRX vs. CPXIX - Dividend Comparison
NPSRX's dividend yield for the trailing twelve months is around 5.45%, more than CPXIX's 5.26% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NPSRX Nuveen Preferred Securities & Income Fund | 5.45% | 5.72% | 5.38% | 5.87% | 6.18% | 4.97% | 5.02% | 5.39% | 6.00% | 5.51% | 5.81% | 6.20% |
CPXIX Cohen & Steers Preferred Securities and Income Fund, Inc. | 5.26% | 5.54% | 5.52% | 5.76% | 5.40% | 4.89% | 5.17% | 5.30% | 5.88% | 5.01% | 5.75% | 5.91% |
Drawdowns
NPSRX vs. CPXIX - Drawdown Comparison
The maximum NPSRX drawdown since its inception was -62.52%, which is greater than CPXIX's maximum drawdown of -25.56%. Use the drawdown chart below to compare losses from any high point for NPSRX and CPXIX.
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Drawdown Indicators
| NPSRX | CPXIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.52% | -25.56% | -36.96% |
Max Drawdown (1Y)Largest decline over 1 year | -3.46% | -3.26% | -0.20% |
Max Drawdown (5Y)Largest decline over 5 years | -17.65% | -20.00% | +2.35% |
Max Drawdown (10Y)Largest decline over 10 years | -26.47% | -25.56% | -0.91% |
Current DrawdownCurrent decline from peak | -3.30% | -3.00% | -0.30% |
Average DrawdownAverage peak-to-trough decline | -4.85% | -2.72% | -2.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.84% | 0.82% | +0.02% |
Volatility
NPSRX vs. CPXIX - Volatility Comparison
Nuveen Preferred Securities & Income Fund (NPSRX) and Cohen & Steers Preferred Securities and Income Fund, Inc. (CPXIX) have volatilities of 1.24% and 1.22%, 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
| NPSRX | CPXIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.24% | 1.22% | +0.02% |
Volatility (6M)Calculated over the trailing 6-month period | 2.17% | 1.76% | +0.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.62% | 3.16% | +0.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.96% | 4.67% | +0.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.31% | 6.15% | +0.16% |