PCSFX vs. LPXZX
Compare and contrast key facts about Principal Capital Securities Fund (PCSFX) and Cohen & Steers Low Duration Preferred and Income Fund (LPXZX).
PCSFX is managed by Principal. It was launched on Mar 13, 2014. LPXZX is managed by Cohen & Steers. It was launched on Nov 29, 2015.
Performance
PCSFX vs. LPXZX - Performance Comparison
Loading graphics...
PCSFX vs. LPXZX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PCSFX Principal Capital Securities Fund | -1.42% | 8.96% | 12.15% | 6.82% | -11.35% | 3.74% | 7.71% | 17.41% | -4.61% | 11.57% |
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, PCSFX achieves a -1.42% return, which is significantly lower than LPXZX's -0.77% return. Over the past 10 years, PCSFX has outperformed LPXZX with an annualized return of 5.44%, while LPXZX has yielded a comparatively lower 4.14% annualized return.
PCSFX
- 1D
- 0.00%
- 1M
- -2.77%
- YTD
- -1.42%
- 6M
- 0.35%
- 1Y
- 5.58%
- 3Y*
- 9.80%
- 5Y*
- 3.38%
- 10Y*
- 5.44%
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PCSFX vs. LPXZX - Expense Ratio Comparison
PCSFX has a 0.00% expense ratio, which is lower than LPXZX's 0.60% expense ratio.
Return for Risk
PCSFX vs. LPXZX — Risk / Return Rank
PCSFX
LPXZX
PCSFX vs. LPXZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal Capital Securities Fund (PCSFX) 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.
| PCSFX | LPXZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.11 | 2.05 | +0.06 |
Sortino ratioReturn per unit of downside risk | 2.63 | 2.58 | +0.05 |
Omega ratioGain probability vs. loss probability | 1.54 | 1.52 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.88 | 2.11 | -0.23 |
Martin ratioReturn relative to average drawdown | 8.47 | 8.95 | -0.48 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| PCSFX | LPXZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.11 | 2.05 | +0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.80 | 1.28 | -0.48 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.08 | 1.10 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.08 | 1.05 | +0.03 |
Correlation
The correlation between PCSFX 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
PCSFX vs. LPXZX - Dividend Comparison
PCSFX's dividend yield for the trailing twelve months is around 5.63%, more than LPXZX's 4.59% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PCSFX Principal Capital Securities Fund | 5.63% | 5.80% | 5.50% | 5.75% | 5.68% | 4.57% | 4.88% | 5.43% | 6.07% | 5.14% | 5.08% | 5.78% |
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
PCSFX vs. LPXZX - Drawdown Comparison
The maximum PCSFX drawdown since its inception was -22.42%, which is greater than LPXZX's maximum drawdown of -18.13%. Use the drawdown chart below to compare losses from any high point for PCSFX and LPXZX.
Loading graphics...
Drawdown Indicators
| PCSFX | LPXZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.42% | -18.13% | -4.29% |
Max Drawdown (1Y)Largest decline over 1 year | -2.97% | -2.14% | -0.83% |
Max Drawdown (5Y)Largest decline over 5 years | -18.67% | -9.69% | -8.98% |
Max Drawdown (10Y)Largest decline over 10 years | -22.42% | -18.13% | -4.29% |
Current DrawdownCurrent decline from peak | -2.97% | -2.14% | -0.83% |
Average DrawdownAverage peak-to-trough decline | -2.50% | -1.50% | -1.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.66% | 0.50% | +0.16% |
Volatility
PCSFX vs. LPXZX - Volatility Comparison
Principal Capital Securities Fund (PCSFX) has a higher volatility of 1.15% compared to Cohen & Steers Low Duration Preferred and Income Fund (LPXZX) at 0.87%. This indicates that PCSFX'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.
Loading graphics...
Volatility by Period
| PCSFX | LPXZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.15% | 0.87% | +0.28% |
Volatility (6M)Calculated over the trailing 6-month period | 1.60% | 1.40% | +0.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.66% | 2.23% | +0.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.26% | 2.68% | +1.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.04% | 3.77% | +1.27% |