Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LDP (Cohen & Steers Limited Duration Preferred and Income Closed Fund) | 0.59% | 7.69% | 13.89% | 3.14% | 6.44% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 07/27/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LDP (Cohen & Steers Limited Duration Preferred and Income Closed Fund) | 07/27/2012 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.58 | 7.69 | 13.89 | 3.14 | 6.44 | NA | NA | … | … | 0.59 | 13.04 | 18.49 | 5.94 | -22.08 | 7.67 | 9.40 | 29.71 | -9.68 | 14.58 | 17.94 | 7.69 | 9.62 | -2.34 | 1.45 |
| Sharpe Ratio | NA | 0.52 | 0.93 | 0.04 | 0.22 | NA | NA | … | … | -0.10 | 0.90 | 1.46 | 0.14 | -1.36 | 0.74 | 0.17 | 2.64 | -0.94 | 1.55 | 1.19 | 0.65 | 1.15 | -0.17 | 0.35 |
| Standard Deviation(%) | NA | 9.62 | 11.40 | 13.48 | 20.88 | NA | NA | … | … | 11.50 | 11.34 | 10.16 | 16.28 | 17.31 | 10.29 | 54.09 | 10.70 | 11.78 | 9.03 | 14.94 | 11.73 | 8.35 | 13.85 | 9.71 |
| Draw Down(%) | NA | 9.38 | 12.00 | 31.84 | 49.59 | NA | NA | … | … | 9.38 | 11.15 | 6.03 | 21.81 | 29.02 | 5.74 | 49.59 | 3.26 | 20.27 | 4.14 | 10.95 | 8.38 | 6.87 | 17.06 | 4.70 |
| Yield(%) | 0.00 | 7.62 | 8.89 | 6.34 | 7.33 | 6.61 | 4.96 | … | … | 3.07 | 7.71 | 8.45 | 8.29 | 6.16 | 8.01 | 6.84 | 8.43 | 7.19 | 7.99 | 8.32 | 8.13 | 9.55 | 7.52 | 2.07 |
Data as of 06/05/2026, Common starting date is 07/27/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LDP (Cohen & Steers Limited Duration Preferred and Income Closed Fund) |
-3.86%
Dec 2020 – Dec 2023 |
-0.11%
Sep 2017 – Sep 2022 |
3.66%
Mar 2013 – Mar 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LDP (Cohen & Steers Limited Duration Preferred and Income Closed Fund) |
15.31%
Sep 2022 – Sep 2025 |
11.61%
Dec 2015 – Dec 2020 |
7.96%
Sep 2015 – Sep 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart