PSF vs. CPXIX
Compare and contrast key facts about Cohen & Steers Select Preferred and Income Fund (PSF) and Cohen & Steers Preferred Securities and Income Fund, Inc. (CPXIX).
PSF is managed by Cohen & Steers. CPXIX is managed by Cohen & Steers. It was launched on May 2, 2010.
Performance
PSF vs. CPXIX - Performance Comparison
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PSF vs. CPXIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PSF Cohen & Steers Select Preferred and Income Fund | -0.57% | 10.63% | 12.84% | 9.88% | -24.55% | 3.89% | -3.78% | 42.60% | -9.01% | 16.79% |
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, PSF achieves a -0.57% return, which is significantly higher than CPXIX's -1.38% return. Over the past 10 years, PSF has outperformed CPXIX with an annualized return of 5.66%, while CPXIX has yielded a comparatively lower 4.63% annualized return.
PSF
- 1D
- 2.06%
- 1M
- -2.32%
- YTD
- -0.57%
- 6M
- -1.97%
- 1Y
- 6.95%
- 3Y*
- 11.41%
- 5Y*
- 1.18%
- 10Y*
- 5.66%
CPXIX
- 1D
- 0.00%
- 1M
- -2.38%
- YTD
- -1.38%
- 6M
- -0.13%
- 1Y
- 5.83%
- 3Y*
- 9.11%
- 5Y*
- 2.48%
- 10Y*
- 4.63%
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PSF vs. CPXIX - Expense Ratio Comparison
PSF has a 4.28% expense ratio, which is higher than CPXIX's 0.84% expense ratio.
Return for Risk
PSF vs. CPXIX — Risk / Return Rank
PSF
CPXIX
PSF vs. CPXIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers Select Preferred and Income Fund (PSF) 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.
| PSF | CPXIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.61 | 1.90 | -1.29 |
Sortino ratioReturn per unit of downside risk | 0.84 | 2.36 | -1.52 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.46 | -0.31 |
Calmar ratioReturn relative to maximum drawdown | 0.72 | 1.71 | -1.00 |
Martin ratioReturn relative to average drawdown | 2.80 | 6.83 | -4.03 |
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
| PSF | CPXIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.61 | 1.90 | -1.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.08 | 0.54 | -0.45 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.27 | 0.76 | -0.49 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 1.14 | -0.76 |
Correlation
The correlation between PSF and CPXIX is 0.38, 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
PSF vs. CPXIX - Dividend Comparison
PSF's dividend yield for the trailing twelve months is around 7.64%, more than CPXIX's 5.26% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSF Cohen & Steers Select Preferred and Income Fund | 7.64% | 7.46% | 7.65% | 8.29% | 8.65% | 9.08% | 7.02% | 6.55% | 8.68% | 7.70% | 9.35% | 8.81% |
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
PSF vs. CPXIX - Drawdown Comparison
The maximum PSF drawdown since its inception was -55.01%, which is greater than CPXIX's maximum drawdown of -25.56%. Use the drawdown chart below to compare losses from any high point for PSF and CPXIX.
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Drawdown Indicators
| PSF | CPXIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.01% | -25.56% | -29.45% |
Max Drawdown (1Y)Largest decline over 1 year | -9.42% | -3.26% | -6.16% |
Max Drawdown (5Y)Largest decline over 5 years | -40.80% | -20.00% | -20.80% |
Max Drawdown (10Y)Largest decline over 10 years | -55.01% | -25.56% | -29.45% |
Current DrawdownCurrent decline from peak | -9.62% | -3.00% | -6.62% |
Average DrawdownAverage peak-to-trough decline | -10.00% | -2.72% | -7.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.41% | 0.82% | +1.59% |
Volatility
PSF vs. CPXIX - Volatility Comparison
Cohen & Steers Select Preferred and Income Fund (PSF) has a higher volatility of 5.14% compared to Cohen & Steers Preferred Securities and Income Fund, Inc. (CPXIX) at 1.21%. This indicates that PSF's price experiences larger fluctuations and is considered to be riskier than CPXIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PSF | CPXIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.14% | 1.21% | +3.93% |
Volatility (6M)Calculated over the trailing 6-month period | 6.54% | 1.76% | +4.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.37% | 3.15% | +8.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.60% | 4.67% | +9.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.11% | 6.14% | +14.97% |