Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LPXCX (Cohen & Steers Low Duration Pref and Inc) | 1.01% | 5.40% | 7.02% | 2.75% | 3.34% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 12/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LPXCX (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 (%) | -0.31 | 5.40 | 7.02 | 2.75 | 3.34 | NA | NA | … | … | 1.01 | 6.54 | 7.69 | 5.88 | -6.65 | 1.11 | 3.27 | 10.27 | -2.44 | 5.54 | 2.34 | -0.20 |
| Sharpe Ratio | NA | 1.62 | 2.11 | 0.08 | 0.44 | NA | NA | … | … | -0.01 | 1.84 | 2.67 | 0.54 | -2.62 | 0.84 | 0.30 | 6.74 | -2.97 | 4.20 | 0.73 | -0.94 |
| Standard Deviation(%) | NA | 1.76 | 1.87 | 2.71 | 3.81 | NA | NA | … | … | 2.36 | 1.99 | 1.53 | 4.16 | 3.10 | 1.29 | 10.00 | 1.30 | 1.29 | 1.17 | 2.90 | 2.67 |
| Draw Down(%) | NA | 2.11 | 2.20 | 10.90 | 18.14 | NA | NA | … | … | 2.11 | 2.20 | 0.76 | 6.94 | 9.33 | 1.70 | 18.14 | 0.32 | 2.84 | 0.79 | 4.50 | 1.30 |
| Yield(%) | 0.00 | 4.37 | 4.39 | 3.54 | 3.53 | 2.39 | 1.79 | … | … | 1.52 | 4.51 | 4.17 | 3.92 | 3.04 | 3.07 | 3.31 | 3.64 | 3.45 | 3.68 | 2.61 | 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 |
|---|---|---|---|---|
| LPXCX (Cohen & Steers Low Duration Pref and Inc) |
-1.18%
Oct 2019 – Oct 2022 |
0.53%
Oct 2017 – Oct 2022 |
3.31%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LPXCX (Cohen & Steers Low Duration Pref and Inc) |
7.12%
Oct 2022 – Oct 2025 |
4.48%
Mar 2020 – Mar 2025 |
3.63%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart