Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CPXIX (Cohen & Steers Prfrd Sec & Incm Fd Inc C) | 2.10% | 8.41% | 9.79% | 2.84% | 4.55% | 5.87% | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/04/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CPXIX (Cohen & Steers Prfrd Sec & Incm Fd Inc C) | 05/04/2010 | 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 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.44 | 8.41 | 9.79 | 2.84 | 4.55 | 5.87 | NA | … | … | 2.10 | 8.49 | 10.44 | 6.43 | -12.32 | 2.75 | 6.51 | 18.10 | -5.08 | 10.28 | 4.13 | 6.20 | 12.00 | 2.82 | 22.52 | 3.74 | 9.87 |
| Sharpe Ratio | NA | 2.10 | 2.09 | 0.04 | 0.45 | NA | NA | … | … | 0.11 | 1.84 | 2.52 | 0.36 | -2.70 | 1.35 | 0.39 | 8.48 | -3.21 | 5.04 | 0.98 | 2.62 | 6.69 | 0.85 | 9.50 | 0.51 | 2.24 |
| Standard Deviation(%) | NA | 2.50 | 3.17 | 4.72 | 6.28 | NA | NA | … | … | 3.35 | 3.06 | 2.71 | 7.81 | 5.12 | 2.02 | 16.18 | 1.96 | 2.02 | 1.92 | 4.02 | 2.36 | 1.79 | 3.28 | 2.39 | 7.32 | 6.73 |
| Draw Down(%) | NA | 2.99 | 3.91 | 19.97 | 25.56 | NA | NA | … | … | 2.99 | 3.91 | 2.01 | 13.75 | 15.66 | 2.44 | 25.56 | 0.59 | 5.66 | 1.09 | 5.17 | 1.86 | 1.07 | 6.28 | 2.16 | 8.13 | 5.43 |
| Yield(%) | 0.50 | 5.93 | 6.20 | 4.75 | 5.17 | 6.01 | 5.28 | … | … | 2.44 | 5.72 | 5.81 | 5.79 | 4.54 | 4.80 | 5.24 | 5.90 | 4.88 | 5.76 | 5.24 | 5.90 | 6.35 | 6.37 | 7.67 | 7.05 | 3.73 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| CPXIX (Cohen & Steers Prfrd Sec & Incm Fd Inc C) |
-2.55%
Oct 2020 – Oct 2023 |
1.04%
Oct 2017 – Oct 2022 |
3.46%
Apr 2013 – Apr 2023 |
5.81%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPXIX (Cohen & Steers Prfrd Sec & Incm Fd Inc C) |
12.94%
Jun 2010 – Jun 2013 |
10.99%
Jun 2010 – Jun 2015 |
8.21%
Sep 2011 – Sep 2021 |
6.62%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart