RAPZX vs. LPXZX
Compare and contrast key facts about Cohen & Steers Real Assets Fund Inc (RAPZX) and Cohen & Steers Low Duration Preferred and Income Fund (LPXZX).
RAPZX is managed by Cohen & Steers. It was launched on Jan 30, 2012. LPXZX is managed by Cohen & Steers. It was launched on Nov 29, 2015.
Performance
RAPZX vs. LPXZX - Performance Comparison
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RAPZX vs. LPXZX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RAPZX Cohen & Steers Real Assets Fund Inc | 10.26% | 11.96% | 4.35% | 3.88% | -2.05% | 23.51% | -0.84% | 17.77% | -8.44% | 6.51% |
LPXZX Cohen & Steers Low Duration Preferred and Income Fund | -0.77% | 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, RAPZX achieves a 10.26% return, which is significantly higher than LPXZX's -0.77% return. Over the past 10 years, RAPZX has outperformed LPXZX with an annualized return of 7.09%, while LPXZX has yielded a comparatively lower 4.14% annualized return.
RAPZX
- 1D
- 0.25%
- 1M
- -2.41%
- YTD
- 10.26%
- 6M
- 7.91%
- 1Y
- 16.67%
- 3Y*
- 10.27%
- 5Y*
- 8.74%
- 10Y*
- 7.09%
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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RAPZX vs. LPXZX - Expense Ratio Comparison
RAPZX has a 0.80% expense ratio, which is higher than LPXZX's 0.60% expense ratio.
Return for Risk
RAPZX vs. LPXZX — Risk / Return Rank
RAPZX
LPXZX
RAPZX vs. LPXZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers Real Assets Fund Inc (RAPZX) 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.
| RAPZX | LPXZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.41 | 2.05 | -0.64 |
Sortino ratioReturn per unit of downside risk | 1.77 | 2.58 | -0.81 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.52 | -0.23 |
Calmar ratioReturn relative to maximum drawdown | 1.94 | 2.11 | -0.17 |
Martin ratioReturn relative to average drawdown | 8.99 | 8.95 | +0.04 |
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
| RAPZX | LPXZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.41 | 2.05 | -0.64 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.68 | 1.28 | -0.59 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 1.10 | -0.55 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 1.05 | -0.71 |
Correlation
The correlation between RAPZX and LPXZX is 0.33, 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
RAPZX vs. LPXZX - Dividend Comparison
RAPZX's dividend yield for the trailing twelve months is around 1.31%, less than LPXZX's 4.59% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RAPZX Cohen & Steers Real Assets Fund Inc | 1.31% | 1.44% | 3.20% | 2.71% | 3.08% | 9.61% | 1.71% | 2.85% | 2.06% | 1.76% | 2.83% | 2.00% |
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% | 0.00% |
Drawdowns
RAPZX vs. LPXZX - Drawdown Comparison
The maximum RAPZX drawdown since its inception was -30.69%, which is greater than LPXZX's maximum drawdown of -18.13%. Use the drawdown chart below to compare losses from any high point for RAPZX and LPXZX.
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Drawdown Indicators
| RAPZX | LPXZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.69% | -18.13% | -12.56% |
Max Drawdown (1Y)Largest decline over 1 year | -8.84% | -2.14% | -6.70% |
Max Drawdown (5Y)Largest decline over 5 years | -19.31% | -9.69% | -9.62% |
Max Drawdown (10Y)Largest decline over 10 years | -30.69% | -18.13% | -12.56% |
Current DrawdownCurrent decline from peak | -2.88% | -2.14% | -0.74% |
Average DrawdownAverage peak-to-trough decline | -8.16% | -1.50% | -6.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.90% | 0.50% | +1.40% |
Volatility
RAPZX vs. LPXZX - Volatility Comparison
Cohen & Steers Real Assets Fund Inc (RAPZX) has a higher volatility of 2.90% compared to Cohen & Steers Low Duration Preferred and Income Fund (LPXZX) at 0.87%. This indicates that RAPZX'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
| RAPZX | LPXZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.90% | 0.87% | +2.03% |
Volatility (6M)Calculated over the trailing 6-month period | 9.10% | 1.40% | +7.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.24% | 2.23% | +10.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.86% | 2.68% | +10.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.81% | 3.77% | +9.04% |