RNP vs. USA
RNP (Cohen & Steers REIT and Preferred Income Fund, Inc.) and USA (Liberty All-Star Equity Fund) are both stocks. Both operate in the Asset Management industry within the Financial Services sector. Over the past 10 years, RNP returned 8.81%/yr vs 12.12%/yr for USA. A 0.50 correlation means they provide meaningful diversification when combined.
Performance
RNP vs. USA - Performance Comparison
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Returns By Period
In the year-to-date period, RNP achieves a 7.27% return, which is significantly higher than USA's -2.46% return. Over the past 10 years, RNP has underperformed USA with an annualized return of 8.81%, while USA has yielded a comparatively higher 12.12% annualized return.
RNP
- 1D
- -1.34%
- 1M
- -2.66%
- YTD
- 7.27%
- 6M
- 7.36%
- 1Y
- 1.42%
- 3Y*
- 11.74%
- 5Y*
- 3.21%
- 10Y*
- 8.81%
USA
- 1D
- 0.52%
- 1M
- -0.34%
- YTD
- -2.46%
- 6M
- -0.07%
- 1Y
- -4.04%
- 3Y*
- 8.72%
- 5Y*
- 1.63%
- 10Y*
- 12.12%
RNP vs. USA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RNP Cohen & Steers REIT and Preferred Income Fund, Inc. | 7.27% | 2.57% | 11.88% | 7.73% | -19.95% | 32.84% | 3.31% | 43.14% | -9.46% | 19.65% |
USA Liberty All-Star Equity Fund | -2.46% | 0.09% | 20.81% | 23.17% | -25.20% | 33.76% | 12.89% | 39.70% | -5.06% | 34.66% |
Correlation
The correlation between RNP and USA is 0.35, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.35 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.46 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.50 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.47 |
Correlation (All Time) Calculated using the full available price history since Jun 26, 2003 | 0.50 |
The correlation between RNP and USA shifts across timeframes, from 0.35 (1 year) to 0.50 (all time), reflecting how their relationship changes across market environments.
Fundamentals
RNP:
$989.76M
USA:
$1.75B
RNP:
$3.11
USA:
$1.42
RNP:
6.63
USA:
4.09
RNP:
6.60
USA:
4.86
RNP:
1.00
USA:
0.85
RNP:
$149.86M
USA:
$355.74M
RNP:
$180.36M
USA:
$329.90M
RNP:
$141.38M
USA:
$305.11M
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Return for Risk
RNP vs. USA — Risk / Return Rank
RNP
USA
RNP vs. USA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers REIT and Preferred Income Fund, Inc. (RNP) and Liberty All-Star Equity Fund (USA). 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.
| RNP | USA | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.41 | ||
| Sortino ratioReturn per unit of downside risk | +0.58 | ||
| Omega ratioGain probability vs. loss probability | 1.03 | 0.96 | +0.07 |
| Calmar ratioReturn relative to maximum drawdown | 0.12 | -0.27 | +0.38 |
| Martin ratioReturn relative to average drawdown | 0.26 | -0.64 | +0.90 |
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
| RNP | USA | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.11 | -0.30 | +0.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.16 | 0.08 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.36 | 0.54 | -0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | 0.34 | -0.03 |
Drawdowns
RNP vs. USA - Drawdown Comparison
The maximum RNP drawdown since its inception was -86.93%, which is greater than USA's maximum drawdown of -69.15%. Use the drawdown chart below to compare losses from any high point for RNP and USA.
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Drawdown Indicators
| RNP | USA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -86.93% | -69.15% | -17.78% |
Max Drawdown (1Y)Largest decline over 1 year | -12.24% | -15.28% | +3.04% |
Max Drawdown (3Y)Largest decline over 3 years | -19.71% | -17.69% | -2.02% |
Max Drawdown (5Y)Largest decline over 5 years | -36.19% | -34.05% | -2.14% |
Max Drawdown (10Y)Largest decline over 10 years | -56.68% | -47.07% | -9.61% |
Current DrawdownCurrent decline from peak | -3.72% | -7.69% | +3.97% |
Average DrawdownAverage peak-to-trough decline | -13.12% | -11.52% | -1.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.44% | 6.36% | -0.92% |
Volatility
RNP vs. USA - Volatility Comparison
Cohen & Steers REIT and Preferred Income Fund, Inc. (RNP) has a higher volatility of 3.71% compared to Liberty All-Star Equity Fund (USA) at 2.25%. This indicates that RNP's price experiences larger fluctuations and is considered to be riskier than USA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RNP | USA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.71% | 2.25% | +1.46% |
Volatility (6M)Calculated over the trailing 6-month period | 9.59% | 10.17% | -0.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.71% | 13.45% | -0.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.82% | 20.24% | +0.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.23% | 22.56% | +1.67% |
Dividends
RNP vs. USA - Dividend Comparison
RNP's dividend yield for the trailing twelve months is around 7.91%, less than USA's 11.72% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RNP Cohen & Steers REIT and Preferred Income Fund, Inc. | 7.91% | 8.22% | 7.81% | 8.10% | 13.26% | 5.20% | 6.52% | 6.25% | 8.36% | 7.00% | 7.75% | 8.03% |
USA Liberty All-Star Equity Fund | 11.72% | 10.67% | 10.22% | 9.56% | 12.11% | 9.67% | 9.13% | 9.75% | 12.64% | 8.89% | 9.30% | 9.53% |
Financials
RNP vs. USA - Financials Comparison
This section allows you to compare key financial metrics between Cohen & Steers REIT and Preferred Income Fund, Inc. and Liberty All-Star Equity Fund. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
RNP vs. USA - Profitability Comparison
RNP - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Cohen & Steers REIT and Preferred Income Fund, Inc. reported a gross profit of 39.73M and revenue of 45.32M. Therefore, the gross margin over that period was 87.7%.
USA - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Liberty All-Star Equity Fund reported a gross profit of 110.71M and revenue of 119.52M. Therefore, the gross margin over that period was 92.6%.
RNP - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Cohen & Steers REIT and Preferred Income Fund, Inc. reported an operating income of 22.79M and revenue of 45.32M, resulting in an operating margin of 50.3%.
USA - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Liberty All-Star Equity Fund reported an operating income of 49.78M and revenue of 119.52M, resulting in an operating margin of 41.7%.
RNP - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Cohen & Steers REIT and Preferred Income Fund, Inc. reported a net income of 11.59M and revenue of 45.32M, resulting in a net margin of 25.6%.
USA - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Liberty All-Star Equity Fund reported a net income of 49.78M and revenue of 119.52M, resulting in a net margin of 41.7%.
Frequently Asked Questions
RNP and USA have a correlation of 0.35, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RNP has higher volatility (3.71%) compared to USA (2.25%). In terms of maximum drawdown, RNP dropped -86.93% vs USA's -69.15%.
RNP currently has the higher Sharpe Ratio (0.11 vs -0.30), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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