RFI vs. LPXZX
Compare and contrast key facts about Cohen & Steers Total Return Realty Fund (RFI) and Cohen & Steers Low Duration Preferred and Income Fund (LPXZX).
RFI is managed by Cohen & Steers. LPXZX is managed by Cohen & Steers. It was launched on Nov 29, 2015.
Performance
RFI vs. LPXZX - Performance Comparison
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RFI vs. LPXZX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RFI Cohen & Steers Total Return Realty Fund | 2.96% | 3.55% | 6.63% | 4.36% | -22.13% | 39.21% | -0.79% | 44.46% | -8.89% | 13.91% |
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, RFI achieves a 2.96% return, which is significantly higher than LPXZX's -0.77% return. Over the past 10 years, RFI has outperformed LPXZX with an annualized return of 6.50%, while LPXZX has yielded a comparatively lower 4.14% annualized return.
RFI
- 1D
- 2.30%
- 1M
- -6.52%
- YTD
- 2.96%
- 6M
- -3.98%
- 1Y
- 0.08%
- 3Y*
- 5.53%
- 5Y*
- 2.29%
- 10Y*
- 6.50%
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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RFI vs. LPXZX - Expense Ratio Comparison
Return for Risk
RFI vs. LPXZX — Risk / Return Rank
RFI
LPXZX
RFI vs. LPXZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers Total Return Realty Fund (RFI) 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.
| RFI | LPXZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.01 | 2.05 | -2.04 |
Sortino ratioReturn per unit of downside risk | 0.12 | 2.58 | -2.46 |
Omega ratioGain probability vs. loss probability | 1.02 | 1.52 | -0.51 |
Calmar ratioReturn relative to maximum drawdown | 0.09 | 2.11 | -2.02 |
Martin ratioReturn relative to average drawdown | 0.24 | 8.95 | -8.70 |
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
| RFI | LPXZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.01 | 2.05 | -2.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.11 | 1.28 | -1.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.26 | 1.10 | -0.84 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 1.05 | -0.72 |
Correlation
The correlation between RFI and LPXZX is 0.28, 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
RFI vs. LPXZX - Dividend Comparison
RFI's dividend yield for the trailing twelve months is around 8.62%, more than LPXZX's 4.59% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RFI Cohen & Steers Total Return Realty Fund | 8.62% | 8.69% | 8.29% | 8.17% | 10.02% | 6.82% | 7.61% | 6.63% | 8.93% | 7.52% | 7.93% | 10.36% |
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
RFI vs. LPXZX - Drawdown Comparison
The maximum RFI drawdown since its inception was -73.67%, which is greater than LPXZX's maximum drawdown of -18.13%. Use the drawdown chart below to compare losses from any high point for RFI and LPXZX.
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Drawdown Indicators
| RFI | LPXZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.67% | -18.13% | -55.54% |
Max Drawdown (1Y)Largest decline over 1 year | -11.28% | -2.14% | -9.14% |
Max Drawdown (5Y)Largest decline over 5 years | -34.38% | -9.69% | -24.69% |
Max Drawdown (10Y)Largest decline over 10 years | -50.51% | -18.13% | -32.38% |
Current DrawdownCurrent decline from peak | -7.93% | -2.14% | -5.79% |
Average DrawdownAverage peak-to-trough decline | -12.15% | -1.50% | -10.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.12% | 0.50% | +3.62% |
Volatility
RFI vs. LPXZX - Volatility Comparison
Cohen & Steers Total Return Realty Fund (RFI) has a higher volatility of 5.01% compared to Cohen & Steers Low Duration Preferred and Income Fund (LPXZX) at 0.87%. This indicates that RFI'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
| RFI | LPXZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.01% | 0.87% | +4.14% |
Volatility (6M)Calculated over the trailing 6-month period | 8.90% | 1.40% | +7.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.57% | 2.23% | +13.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.43% | 2.68% | +17.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.14% | 3.77% | +21.37% |