Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LPXZX (Cohen & Steers Low Duration Pref and Inc) | 1.27% | 6.03% | 8.06% | 3.72% | 4.34% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LPXZX (Cohen & Steers Low Duration Pref and Inc) | 12/01/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.10 | 6.03 | 8.06 | 3.72 | 4.34 | NA | NA | … | … | 1.27 | 7.63 | 8.75 | 6.91 | -5.78 | 2.08 | 4.26 | 11.32 | -1.44 | 6.65 | 3.87 | -0.10 |
| Sharpe Ratio | NA | 2.20 | 2.69 | 0.46 | 0.71 | NA | NA | … | … | 0.36 | 2.46 | 3.43 | 0.80 | -2.36 | 1.68 | 0.40 | 7.43 | -2.09 | 5.06 | 1.27 | -0.48 |
| Standard Deviation(%) | NA | 1.79 | 1.86 | 2.69 | 3.81 | NA | NA | … | … | 2.43 | 1.94 | 1.50 | 4.13 | 3.07 | 1.22 | 10.01 | 1.32 | 1.35 | 1.19 | 2.88 | 2.79 |
| Draw Down(%) | NA | 2.14 | 2.14 | 9.69 | 18.13 | NA | NA | … | … | 2.14 | 2.01 | 0.76 | 6.77 | 8.61 | 1.63 | 18.13 | 0.30 | 2.59 | 0.79 | 4.17 | 1.30 |
| Yield(%) | 0.00 | 5.39 | 5.51 | 4.51 | 4.54 | 3.11 | 2.34 | … | … | 1.88 | 5.63 | 5.27 | 4.99 | 4.02 | 4.12 | 4.34 | 4.74 | 4.44 | 4.65 | 4.08 | 0.00 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| LPXZX (Cohen & Steers Low Duration Pref and Inc) |
-0.20%
Oct 2019 – Oct 2022 |
1.51%
Oct 2017 – Oct 2022 |
4.33%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LPXZX (Cohen & Steers Low Duration Pref and Inc) |
8.20%
Apr 2023 – Apr 2026 |
5.49%
Mar 2020 – Mar 2025 |
4.66%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart