Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CPXFX (Cohen & Steers Preferred Sec and Income) | 1.09% | 7.34% | 9.43% | 2.78% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/04/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CPXFX (Cohen & Steers Preferred Sec and Income) | 04/04/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.48 | 7.34 | 9.43 | 2.78 | NA | NA | NA | … | … | 1.09 | 8.49 | 10.44 | 6.43 | -12.32 | 3.42 | 6.59 | 18.11 | -4.62 | 4.91 |
| Sharpe Ratio | NA | 2.15 | 2.09 | 0.07 | NA | NA | NA | … | … | 0.12 | 1.83 | 2.50 | 0.36 | -2.74 | 1.76 | 0.39 | 8.49 | -3.07 | 3.37 |
| Standard Deviation(%) | NA | 2.49 | 3.18 | 4.69 | NA | NA | NA | … | … | 3.30 | 3.09 | 2.73 | 7.80 | 5.04 | 1.92 | 16.23 | 1.96 | 1.96 | 1.76 |
| Draw Down(%) | NA | 2.99 | 3.91 | 19.45 | NA | NA | NA | … | … | 2.99 | 3.91 | 2.01 | 13.68 | 15.66 | 2.30 | 25.51 | 0.59 | 5.27 | 0.91 |
| Yield(%) | 0.00 | 5.42 | 6.01 | 4.79 | 4.59 | 3.06 | 2.29 | … | … | 1.95 | 5.72 | 5.81 | 5.79 | 4.54 | 5.42 | 5.24 | 5.90 | 5.35 | 2.44 |
Data as of 06/04/2026, Common starting date is 04/04/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPXFX (Cohen & Steers Preferred Sec and Income) |
-2.34%
Oct 2020 – Oct 2023 |
1.27%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPXFX (Cohen & Steers Preferred Sec and Income) |
9.77%
Apr 2023 – Apr 2026 |
5.79%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart