PSF vs. LPXZX
Compare and contrast key facts about Cohen & Steers Select Preferred and Income Fund (PSF) and Cohen & Steers Low Duration Preferred and Income Fund (LPXZX).
PSF is managed by Cohen & Steers. LPXZX is managed by Cohen & Steers. It was launched on Nov 29, 2015.
Performance
PSF vs. LPXZX - Performance Comparison
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PSF vs. LPXZX - 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% |
LPXZX Cohen & Steers Low Duration Preferred and Income Fund | -0.87% | 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, PSF achieves a -0.57% return, which is significantly higher than LPXZX's -0.87% return. Over the past 10 years, PSF has outperformed LPXZX with an annualized return of 5.66%, while LPXZX has yielded a comparatively lower 4.13% 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%
LPXZX
- 1D
- -0.11%
- 1M
- -1.77%
- YTD
- -0.87%
- 6M
- -0.17%
- 1Y
- 4.40%
- 3Y*
- 7.58%
- 5Y*
- 3.36%
- 10Y*
- 4.13%
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PSF vs. LPXZX - Expense Ratio Comparison
PSF has a 4.28% expense ratio, which is higher than LPXZX's 0.60% expense ratio.
Return for Risk
PSF vs. LPXZX — Risk / Return Rank
PSF
LPXZX
PSF vs. LPXZX - 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 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.
| PSF | LPXZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.61 | 1.99 | -1.38 |
Sortino ratioReturn per unit of downside risk | 0.84 | 2.51 | -1.67 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.50 | -0.36 |
Calmar ratioReturn relative to maximum drawdown | 0.72 | 1.96 | -1.25 |
Martin ratioReturn relative to average drawdown | 2.80 | 8.40 | -5.60 |
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 | LPXZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.61 | 1.99 | -1.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.08 | 1.26 | -1.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.27 | 1.10 | -0.83 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 1.05 | -0.67 |
Correlation
The correlation between PSF and LPXZX 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. LPXZX - Dividend Comparison
PSF's dividend yield for the trailing twelve months is around 7.64%, more than LPXZX's 4.59% 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% |
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
PSF vs. LPXZX - Drawdown Comparison
The maximum PSF drawdown since its inception was -55.01%, which is greater than LPXZX's maximum drawdown of -18.13%. Use the drawdown chart below to compare losses from any high point for PSF and LPXZX.
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Drawdown Indicators
| PSF | LPXZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.01% | -18.13% | -36.88% |
Max Drawdown (1Y)Largest decline over 1 year | -9.42% | -2.24% | -7.18% |
Max Drawdown (5Y)Largest decline over 5 years | -40.80% | -9.69% | -31.11% |
Max Drawdown (10Y)Largest decline over 10 years | -55.01% | -18.13% | -36.88% |
Current DrawdownCurrent decline from peak | -9.62% | -2.24% | -7.38% |
Average DrawdownAverage peak-to-trough decline | -10.00% | -1.50% | -8.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.41% | 0.52% | +1.89% |
Volatility
PSF vs. LPXZX - Volatility Comparison
Cohen & Steers Select Preferred and Income Fund (PSF) has a higher volatility of 5.14% compared to Cohen & Steers Low Duration Preferred and Income Fund (LPXZX) at 0.86%. This indicates that PSF'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
| PSF | LPXZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.14% | 0.86% | +4.28% |
Volatility (6M)Calculated over the trailing 6-month period | 6.54% | 1.40% | +5.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.37% | 2.23% | +9.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.60% | 2.68% | +11.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.11% | 3.77% | +17.34% |