Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LPXAX (Cohen & Steers Low Duration Pref and Inc) | 1.13% | 5.96% | 7.74% | 3.46% | 4.04% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 12/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LPXAX (Cohen & Steers Low Duration Pref and Inc) | 12/01/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.41 | 5.96 | 7.74 | 3.46 | 4.04 | NA | NA | … | … | 1.13 | 7.39 | 8.42 | 6.65 | -6.01 | 1.82 | 3.99 | 11.04 | -1.79 | 6.28 | 3.65 | -0.20 |
| Sharpe Ratio | NA | 2.01 | 2.58 | 0.35 | 0.63 | NA | NA | … | … | 0.22 | 2.40 | 3.34 | 0.72 | -2.42 | 1.42 | 0.37 | 7.16 | -2.41 | 4.82 | 1.19 | -0.93 |
| Standard Deviation(%) | NA | 1.79 | 1.83 | 2.70 | 3.81 | NA | NA | … | … | 2.40 | 1.89 | 1.44 | 4.21 | 3.08 | 1.26 | 10.01 | 1.34 | 1.32 | 1.17 | 2.88 | 2.72 |
| Draw Down(%) | NA | 2.05 | 2.14 | 9.94 | 18.14 | NA | NA | … | … | 2.05 | 2.14 | 0.68 | 6.75 | 8.85 | 1.62 | 18.14 | 0.30 | 2.74 | 0.79 | 4.20 | 1.30 |
| Yield(%) | 0.00 | 5.01 | 5.11 | 4.17 | 4.20 | 2.88 | 2.16 | … | … | 1.74 | 5.22 | 4.87 | 4.65 | 3.65 | 3.77 | 3.99 | 4.39 | 4.09 | 4.30 | 3.77 | 0.00 |
Data as of 06/03/2026, Common starting date is 12/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LPXAX (Cohen & Steers Low Duration Pref and Inc) |
-0.49%
Oct 2019 – Oct 2022 |
1.23%
Oct 2017 – Oct 2022 |
4.04%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LPXAX (Cohen & Steers Low Duration Pref and Inc) |
7.87%
Oct 2022 – Oct 2025 |
5.20%
Mar 2020 – Mar 2025 |
4.37%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart