PTA vs. LPXZX
Compare and contrast key facts about Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund (PTA) and Cohen & Steers Low Duration Preferred and Income Fund (LPXZX).
PTA is managed by Cohen & Steers. LPXZX is managed by Cohen & Steers. It was launched on Nov 29, 2015.
Performance
PTA vs. LPXZX - Performance Comparison
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PTA vs. LPXZX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
PTA Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund | -0.92% | 9.04% | 15.82% | 11.58% | -20.50% | -0.95% | 4.53% |
LPXZX Cohen & Steers Low Duration Preferred and Income Fund | -0.77% | 6.89% | 8.75% | 6.91% | -5.78% | 2.08% | 2.50% |
Returns By Period
In the year-to-date period, PTA achieves a -0.92% return, which is significantly lower than LPXZX's -0.77% return.
PTA
- 1D
- 3.31%
- 1M
- -4.44%
- YTD
- -0.92%
- 6M
- -4.35%
- 1Y
- 4.65%
- 3Y*
- 10.56%
- 5Y*
- 2.56%
- 10Y*
- —
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%
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PTA vs. LPXZX - Expense Ratio Comparison
Return for Risk
PTA vs. LPXZX — Risk / Return Rank
PTA
LPXZX
PTA vs. LPXZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund (PTA) 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.
| PTA | LPXZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.34 | 2.05 | -1.71 |
Sortino ratioReturn per unit of downside risk | 0.55 | 2.58 | -2.03 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.52 | -0.44 |
Calmar ratioReturn relative to maximum drawdown | 0.46 | 2.11 | -1.65 |
Martin ratioReturn relative to average drawdown | 1.23 | 8.95 | -7.72 |
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
| PTA | LPXZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.34 | 2.05 | -1.71 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.18 | 1.28 | -1.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 1.10 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.18 | 1.05 | -0.87 |
Correlation
The correlation between PTA and LPXZX 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
PTA vs. LPXZX - Dividend Comparison
PTA's dividend yield for the trailing twelve months is around 8.58%, more than LPXZX's 4.59% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
PTA Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund | 8.58% | 8.33% | 8.37% | 8.93% | 8.83% | 7.10% | 0.50% | 0.00% | 0.00% | 0.00% | 0.00% |
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% |
Drawdowns
PTA vs. LPXZX - Drawdown Comparison
The maximum PTA drawdown since its inception was -28.71%, which is greater than LPXZX's maximum drawdown of -18.13%. Use the drawdown chart below to compare losses from any high point for PTA and LPXZX.
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Drawdown Indicators
| PTA | LPXZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.71% | -18.13% | -10.58% |
Max Drawdown (1Y)Largest decline over 1 year | -10.21% | -2.14% | -8.07% |
Max Drawdown (5Y)Largest decline over 5 years | -28.71% | -9.69% | -19.02% |
Max Drawdown (10Y)Largest decline over 10 years | — | -18.13% | — |
Current DrawdownCurrent decline from peak | -6.50% | -2.14% | -4.36% |
Average DrawdownAverage peak-to-trough decline | -9.22% | -1.50% | -7.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.79% | 0.50% | +3.29% |
Volatility
PTA vs. LPXZX - Volatility Comparison
Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund (PTA) has a higher volatility of 5.99% compared to Cohen & Steers Low Duration Preferred and Income Fund (LPXZX) at 0.87%. This indicates that PTA'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
| PTA | LPXZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.99% | 0.87% | +5.12% |
Volatility (6M)Calculated over the trailing 6-month period | 8.05% | 1.40% | +6.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.69% | 2.23% | +11.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.52% | 2.68% | +11.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.14% | 3.77% | +10.37% |