Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CPXAX (Cohen & Steers Preferd Sec & Incm Fds In) | 3.69% | 7.47% | 6.38% | 3.54% | 4.24% | 6.18% | NA | 6.23% |
Data as of 07/15/2025, AR inception is 05/04/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CPXAX (Cohen & Steers Preferd Sec & Incm Fds In) | 05/04/2010 | 07/15/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.08 | 7.47 | 6.38 | 3.54 | 4.24 | 6.18 | NA | 6.23 | 3.69 | 10.09 | 6.08 | -12.64 | 3.08 | 6.16 | 17.73 | -4.96 | 9.94 | 3.81 | 5.78 | 11.61 | 2.55 | 22.04 | 3.32 | 9.70 |
| Sharpe Ratio | NA | 1.36 | 0.57 | 0.34 | 0.45 | NA | NA | 0.90 | 1.16 | 2.30 | 0.31 | -2.80 | 1.61 | 0.36 | 8.36 | -3.20 | 4.88 | 0.89 | 2.35 | 6.70 | 0.77 | 9.24 | 0.45 | 2.19 |
| Standard Deviation(%) | NA | 3.32 | 5.46 | 4.73 | 6.33 | NA | NA | 5.79 | 3.88 | 2.81 | 7.85 | 5.04 | 1.90 | 16.16 | 1.94 | 1.99 | 1.91 | 4.05 | 2.44 | 1.73 | 3.27 | 2.40 | 7.36 | 6.76 |
| Draw Down(%) | NA | 3.87 | 13.74 | 19.84 | 25.51 | NA | NA | 25.51 | 3.87 | 2.04 | 13.74 | 15.91 | 2.30 | 25.51 | 0.59 | 5.54 | 1.09 | 5.28 | 1.96 | 1.10 | 6.32 | 2.16 | 8.24 | 5.43 |
| Yield(%) | 0.00 | 5.34 | 5.31 | 4.89 | 5.03 | 6.32 | 4.77 | 6.37 | 2.66 | 5.50 | 5.50 | 4.27 | 5.10 | 4.93 | 5.54 | 5.02 | 5.42 | 4.93 | 5.57 | 6.05 | 6.04 | 7.31 | 6.72 | 3.58 |
Data as of 07/15/2025, AR inception is 05/04/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPXAX (Cohen & Steers Preferd Sec & Incm Fds In) |
-2.67%
Oct 2020 - Oct 2023 |
0.92%
Oct 2017 - Oct 2022 |
3.23%
Apr 2013 - Apr 2023 |
6.34%
Jun 2010 - Jun 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPXAX (Cohen & Steers Preferd Sec & Incm Fds In) |
12.59%
Jun 2010 - Jun 2013 |
10.61%
Jun 2010 - Jun 2015 |
7.89%
Sep 2011 - Sep 2021 |
6.34%
Jun 2010 - Jun 2025 |
Annualized Rolling Returns Comparison Chart