PSF vs. PPSIX
Compare and contrast key facts about Cohen & Steers Select Preferred and Income Fund (PSF) and Principal Spectrum Preferred and Capital Securities Income Fund (PPSIX).
PSF is managed by Cohen & Steers. PPSIX is managed by Principal. It was launched on Apr 30, 2002.
Performance
PSF vs. PPSIX - Performance Comparison
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PSF vs. PPSIX - 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% |
PPSIX Principal Spectrum Preferred and Capital Securities Income Fund | -1.28% | 7.86% | 9.82% | 5.88% | -10.67% | 3.03% | 5.47% | 16.45% | -4.54% | 10.51% |
Returns By Period
In the year-to-date period, PSF achieves a -0.57% return, which is significantly higher than PPSIX's -1.28% return. Over the past 10 years, PSF has outperformed PPSIX with an annualized return of 5.66%, while PPSIX has yielded a comparatively lower 4.38% 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%
PPSIX
- 1D
- 0.33%
- 1M
- -2.45%
- YTD
- -1.28%
- 6M
- -0.36%
- 1Y
- 5.07%
- 3Y*
- 8.14%
- 5Y*
- 2.60%
- 10Y*
- 4.38%
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PSF vs. PPSIX - Expense Ratio Comparison
PSF has a 4.28% expense ratio, which is higher than PPSIX's 0.79% expense ratio.
Return for Risk
PSF vs. PPSIX — Risk / Return Rank
PSF
PPSIX
PSF vs. PPSIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers Select Preferred and Income Fund (PSF) and Principal Spectrum Preferred and Capital Securities Income Fund (PPSIX). 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 | PPSIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.61 | 1.77 | -1.16 |
Sortino ratioReturn per unit of downside risk | 0.84 | 2.24 | -1.40 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.42 | -0.28 |
Calmar ratioReturn relative to maximum drawdown | 0.72 | 1.59 | -0.88 |
Martin ratioReturn relative to average drawdown | 2.80 | 6.90 | -4.10 |
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 | PPSIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.61 | 1.77 | -1.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.08 | 0.62 | -0.54 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.27 | 0.82 | -0.55 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.58 | -0.20 |
Correlation
The correlation between PSF and PPSIX is 0.35, 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. PPSIX - Dividend Comparison
PSF's dividend yield for the trailing twelve months is around 7.64%, more than PPSIX's 5.37% 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% |
PPSIX Principal Spectrum Preferred and Capital Securities Income Fund | 5.37% | 5.59% | 5.34% | 4.82% | 5.54% | 4.39% | 4.44% | 4.87% | 5.79% | 5.04% | 5.86% | 6.09% |
Drawdowns
PSF vs. PPSIX - Drawdown Comparison
The maximum PSF drawdown since its inception was -55.01%, roughly equal to the maximum PPSIX drawdown of -52.75%. Use the drawdown chart below to compare losses from any high point for PSF and PPSIX.
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Drawdown Indicators
| PSF | PPSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.01% | -52.75% | -2.26% |
Max Drawdown (1Y)Largest decline over 1 year | -9.42% | -3.18% | -6.24% |
Max Drawdown (5Y)Largest decline over 5 years | -40.80% | -17.37% | -23.43% |
Max Drawdown (10Y)Largest decline over 10 years | -55.01% | -22.82% | -32.19% |
Current DrawdownCurrent decline from peak | -9.62% | -2.86% | -6.76% |
Average DrawdownAverage peak-to-trough decline | -10.00% | -3.30% | -6.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.41% | 0.73% | +1.68% |
Volatility
PSF vs. PPSIX - Volatility Comparison
Cohen & Steers Select Preferred and Income Fund (PSF) has a higher volatility of 5.14% compared to Principal Spectrum Preferred and Capital Securities Income Fund (PPSIX) at 1.37%. This indicates that PSF's price experiences larger fluctuations and is considered to be riskier than PPSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PSF | PPSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.14% | 1.37% | +3.77% |
Volatility (6M)Calculated over the trailing 6-month period | 6.54% | 1.84% | +4.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.37% | 2.87% | +8.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.60% | 4.21% | +10.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.11% | 5.35% | +15.76% |