Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CPXCX (Cohen & Steers Prefrd Scrts & Incm Fd In) | 0.69% | 6.62% | 8.39% | 1.67% | 3.48% | 4.79% | NA | … | … |
Data as of 06/03/2026, Common starting date is 05/04/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CPXCX (Cohen & Steers Prefrd Scrts & Incm Fd In) | 05/04/2010 | 06/03/2026 |
| 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 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.48 | 6.62 | 8.39 | 1.67 | 3.48 | 4.79 | NA | … | … | 0.69 | 7.44 | 9.37 | 5.45 | -13.23 | 1.76 | 5.51 | 16.93 | -5.53 | 9.20 | 3.22 | 5.09 | 10.85 | 1.83 | 21.31 | 2.69 | 9.10 |
| Sharpe Ratio | NA | 1.77 | 1.79 | -0.17 | 0.30 | NA | NA | … | … | -0.13 | 1.50 | 2.14 | 0.23 | -2.92 | 0.87 | 0.32 | 7.96 | -3.53 | 4.55 | 0.74 | 2.13 | 5.96 | 0.55 | 8.98 | 0.36 | 2.06 |
| Standard Deviation(%) | NA | 2.47 | 3.14 | 4.69 | 6.28 | NA | NA | … | … | 3.30 | 3.06 | 2.69 | 7.80 | 5.04 | 2.00 | 16.23 | 1.94 | 1.97 | 1.89 | 4.07 | 2.38 | 1.82 | 3.27 | 2.39 | 7.32 | 6.74 |
| Draw Down(%) | NA | 3.10 | 3.96 | 21.14 | 25.64 | NA | NA | … | … | 3.10 | 3.96 | 2.11 | 13.86 | 16.35 | 2.65 | 25.64 | 0.59 | 6.11 | 1.17 | 5.36 | 1.88 | 1.08 | 6.41 | 2.25 | 8.38 | 5.43 |
| Yield(%) | 0.00 | 4.56 | 5.04 | 3.87 | 4.26 | 5.01 | 4.40 | … | … | 1.64 | 4.79 | 4.85 | 4.89 | 3.69 | 3.84 | 4.32 | 4.88 | 4.43 | 4.75 | 4.36 | 4.92 | 5.39 | 5.43 | 6.69 | 6.12 | 3.33 |
Data as of 06/03/2026, Common starting date is 05/04/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPXCX (Cohen & Steers Prefrd Scrts & Incm Fd In) |
-3.51%
Oct 2020 – Oct 2023 |
0.13%
Oct 2017 – Oct 2022 |
2.50%
Apr 2013 – Apr 2023 |
4.78%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPXCX (Cohen & Steers Prefrd Scrts & Incm Fd In) |
11.85%
Jun 2010 – Jun 2013 |
9.90%
Jun 2010 – Jun 2015 |
7.20%
Sep 2011 – Sep 2021 |
5.61%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart