Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CPRRX (Cohen & Steers Preferred Securities) | 0.93% | 6.87% | 8.95% | 2.29% | 4.21% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CPRRX (Cohen & Steers Preferred Securities) | 10/02/2014 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.48 | 6.87 | 8.95 | 2.29 | 4.21 | NA | NA | … | … | 0.93 | 7.97 | 9.90 | 5.99 | -12.83 | 2.90 | 6.08 | 17.46 | -5.03 | 10.86 | 4.00 | 5.67 | 1.64 |
| Sharpe Ratio | NA | 1.99 | 1.93 | -0.04 | 0.41 | NA | NA | … | … | -0.01 | 1.66 | 2.23 | 0.30 | -2.82 | 1.50 | 0.36 | 8.21 | -3.25 | 6.26 | 0.94 | 2.35 | 3.76 |
| Standard Deviation(%) | NA | 2.44 | 3.18 | 4.72 | 6.28 | NA | NA | … | … | 3.23 | 3.08 | 2.82 | 7.85 | 5.07 | 1.91 | 16.21 | 1.95 | 1.98 | 1.64 | 4.01 | 2.40 | 1.82 |
| Draw Down(%) | NA | 3.03 | 3.95 | 20.08 | 25.56 | NA | NA | … | … | 3.03 | 3.95 | 2.07 | 13.81 | 15.98 | 2.39 | 25.56 | 0.59 | 5.68 | 1.09 | 5.28 | 1.97 | 1.04 |
| Yield(%) | 0.00 | 4.97 | 5.50 | 4.38 | 4.81 | 3.85 | 2.89 | … | … | 1.79 | 5.23 | 5.30 | 5.31 | 4.11 | 4.92 | 4.78 | 5.38 | 4.87 | 5.25 | 5.26 | 5.40 | 1.49 |
Data as of 06/04/2026, Common starting date is 10/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPRRX (Cohen & Steers Preferred Securities) |
-2.83%
Oct 2020 – Oct 2023 |
0.77%
Oct 2017 – Oct 2022 |
3.78%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPRRX (Cohen & Steers Preferred Securities) |
9.24%
Apr 2023 – Apr 2026 |
6.77%
Feb 2016 – Feb 2021 |
4.81%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart