NPSRX vs. LPXZX
Compare and contrast key facts about Nuveen Preferred Securities & Income Fund (NPSRX) and Cohen & Steers Low Duration Preferred and Income Fund (LPXZX).
NPSRX is managed by Nuveen. It was launched on Dec 18, 2006. LPXZX is managed by Cohen & Steers. It was launched on Nov 29, 2015.
Performance
NPSRX vs. LPXZX - Performance Comparison
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NPSRX vs. LPXZX - 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% |
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, NPSRX achieves a -1.95% return, which is significantly lower than LPXZX's -0.77% return. Over the past 10 years, NPSRX has outperformed LPXZX with an annualized return of 5.22%, while LPXZX has yielded a comparatively lower 4.14% 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%
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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NPSRX vs. LPXZX - Expense Ratio Comparison
NPSRX has a 0.74% expense ratio, which is higher than LPXZX's 0.60% expense ratio.
Return for Risk
NPSRX vs. LPXZX — Risk / Return Rank
NPSRX
LPXZX
NPSRX vs. LPXZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Preferred Securities & Income Fund (NPSRX) 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.
| NPSRX | LPXZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.05 | 2.05 | 0.00 |
Sortino ratioReturn per unit of downside risk | 2.78 | 2.58 | +0.20 |
Omega ratioGain probability vs. loss probability | 1.50 | 1.52 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 2.08 | 2.11 | -0.02 |
Martin ratioReturn relative to average drawdown | 8.55 | 8.95 | -0.40 |
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 | LPXZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.05 | 2.05 | 0.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | 1.28 | -0.57 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.83 | 1.10 | -0.27 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 1.05 | -0.57 |
Correlation
The correlation between NPSRX and LPXZX is 0.71, 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. LPXZX - Dividend Comparison
NPSRX's dividend yield for the trailing twelve months is around 5.45%, more than LPXZX's 4.59% 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% |
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
NPSRX vs. LPXZX - Drawdown Comparison
The maximum NPSRX drawdown since its inception was -62.52%, which is greater than LPXZX's maximum drawdown of -18.13%. Use the drawdown chart below to compare losses from any high point for NPSRX and LPXZX.
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Drawdown Indicators
| NPSRX | LPXZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.52% | -18.13% | -44.39% |
Max Drawdown (1Y)Largest decline over 1 year | -3.46% | -2.14% | -1.32% |
Max Drawdown (5Y)Largest decline over 5 years | -17.65% | -9.69% | -7.96% |
Max Drawdown (10Y)Largest decline over 10 years | -26.47% | -18.13% | -8.34% |
Current DrawdownCurrent decline from peak | -3.30% | -2.14% | -1.16% |
Average DrawdownAverage peak-to-trough decline | -4.85% | -1.50% | -3.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.84% | 0.50% | +0.34% |
Volatility
NPSRX vs. LPXZX - Volatility Comparison
Nuveen Preferred Securities & Income Fund (NPSRX) has a higher volatility of 1.24% compared to Cohen & Steers Low Duration Preferred and Income Fund (LPXZX) at 0.87%. This indicates that NPSRX'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
| NPSRX | LPXZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.24% | 0.87% | +0.37% |
Volatility (6M)Calculated over the trailing 6-month period | 2.17% | 1.40% | +0.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.62% | 2.23% | +1.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.96% | 2.68% | +2.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.31% | 3.77% | +2.54% |