PSF vs. LBFFX
Compare and contrast key facts about Cohen & Steers Select Preferred and Income Fund (PSF) and Lord Abbett Convertible Fund Class F (LBFFX).
PSF is managed by Cohen & Steers. LBFFX is managed by Lord Abbett.
Performance
PSF vs. LBFFX - Performance Comparison
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PSF vs. LBFFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
LBFFX Lord Abbett Convertible Fund Class F | 4.02% | 22.11% | 13.82% | 7.16% | -23.30% | 1.26% | 64.16% | 24.19% | -5.89% | 16.68% |
Returns By Period
In the year-to-date period, PSF achieves a -2.58% return, which is significantly lower than LBFFX's 4.02% return. Over the past 10 years, PSF has underperformed LBFFX with an annualized return of 5.44%, while LBFFX has yielded a comparatively higher 11.86% annualized return.
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%
LBFFX
- 1D
- 2.26%
- 1M
- -4.19%
- YTD
- 4.02%
- 6M
- 6.17%
- 1Y
- 28.37%
- 3Y*
- 14.90%
- 5Y*
- 3.20%
- 10Y*
- 11.86%
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PSF vs. LBFFX - Expense Ratio Comparison
PSF has a 4.28% expense ratio, which is higher than LBFFX's 0.93% expense ratio.
Return for Risk
PSF vs. LBFFX — Risk / Return Rank
PSF
LBFFX
PSF vs. LBFFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers Select Preferred and Income Fund (PSF) and Lord Abbett Convertible Fund Class F (LBFFX). 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 | LBFFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.41 | 2.00 | -1.59 |
Sortino ratioReturn per unit of downside risk | 0.59 | 2.69 | -2.11 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.36 | -0.26 |
Calmar ratioReturn relative to maximum drawdown | 0.45 | 4.05 | -3.60 |
Martin ratioReturn relative to average drawdown | 1.78 | 14.35 | -12.57 |
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 | LBFFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.41 | 2.00 | -1.59 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.05 | 0.25 | -0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.26 | 0.88 | -0.62 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.62 | -0.25 |
Correlation
The correlation between PSF and LBFFX is 0.32, 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. LBFFX - Dividend Comparison
PSF's dividend yield for the trailing twelve months is around 7.80%, more than LBFFX's 1.44% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
LBFFX Lord Abbett Convertible Fund Class F | 1.44% | 1.80% | 2.22% | 1.95% | 2.60% | 18.44% | 16.27% | 8.71% | 4.91% | 2.47% | 3.64% | 3.38% |
Drawdowns
PSF vs. LBFFX - Drawdown Comparison
The maximum PSF drawdown since its inception was -55.01%, which is greater than LBFFX's maximum drawdown of -41.13%. Use the drawdown chart below to compare losses from any high point for PSF and LBFFX.
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Drawdown Indicators
| PSF | LBFFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.01% | -41.13% | -13.88% |
Max Drawdown (1Y)Largest decline over 1 year | -9.42% | -7.07% | -2.35% |
Max Drawdown (5Y)Largest decline over 5 years | -40.80% | -30.86% | -9.94% |
Max Drawdown (10Y)Largest decline over 10 years | -55.01% | -33.61% | -21.40% |
Current DrawdownCurrent decline from peak | -11.45% | -4.96% | -6.49% |
Average DrawdownAverage peak-to-trough decline | -10.00% | -10.40% | +0.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.40% | 2.00% | +0.40% |
Volatility
PSF vs. LBFFX - Volatility Comparison
The current volatility for Cohen & Steers Select Preferred and Income Fund (PSF) is 4.65%, while Lord Abbett Convertible Fund Class F (LBFFX) has a volatility of 6.38%. This indicates that PSF experiences smaller price fluctuations and is considered to be less risky than LBFFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PSF | LBFFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.65% | 6.38% | -1.73% |
Volatility (6M)Calculated over the trailing 6-month period | 6.23% | 12.18% | -5.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.19% | 14.53% | -3.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.57% | 12.89% | +1.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.11% | 13.52% | +7.59% |