Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MLOZX (COHEN & STEERS MLP & ENERGY OPPORTUNITY FUND INC. CLASS Z) | 35.60% | 58.17% | 25.62% | 19.55% | 10.45% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 12/24/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MLOZX (COHEN & STEERS MLP & ENERGY OPPORTUNITY FUND INC. CLASS Z) | 12/24/2013 | 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 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.58 | 58.17 | 25.62 | 19.55 | 10.45 | NA | NA | … | … | 35.60 | 15.29 | 12.16 | 10.49 | 21.10 | 40.11 | -26.83 | 11.46 | -13.44 | 0.32 | 36.48 | -38.71 | 12.04 | 1.88 |
| Sharpe Ratio | NA | 3.80 | 1.35 | 0.94 | 0.36 | NA | NA | … | … | 5.82 | 0.62 | 0.41 | 0.43 | 0.82 | 2.17 | -0.48 | 0.60 | -0.75 | -0.02 | 1.28 | -1.51 | 0.72 | 84.51 |
| Standard Deviation(%) | NA | 14.38 | 16.52 | 18.37 | 24.55 | NA | NA | … | … | 16.40 | 20.53 | 13.63 | 14.64 | 24.25 | 18.50 | 55.66 | 16.70 | 19.69 | 13.91 | 28.41 | 25.62 | 16.63 | 2.63 |
| Draw Down(%) | NA | 4.71 | 20.84 | 20.84 | 65.30 | NA | NA | … | … | 4.49 | 20.29 | 9.70 | 9.84 | 17.89 | 11.51 | 61.94 | 18.61 | 24.08 | 11.17 | 21.48 | 45.80 | 20.45 | 0.00 |
| Yield(%) | 0.00 | 1.60 | 5.73 | 5.58 | 4.53 | 2.82 | 2.12 | … | … | 0.00 | 1.94 | 10.35 | 4.97 | 4.22 | 5.19 | 4.44 | 5.42 | 3.62 | 3.70 | 4.87 | 3.51 | 2.65 | 0.00 |
Data as of 06/03/2026, Common starting date is 12/24/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MLOZX (COHEN & STEERS MLP & ENERGY OPPORTUNITY FUND INC. CLASS Z) |
-22.43%
Mar 2017 – Mar 2020 |
-16.40%
Mar 2015 – Mar 2020 |
0.95%
Aug 2014 – Aug 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MLOZX (COHEN & STEERS MLP & ENERGY OPPORTUNITY FUND INC. CLASS Z) |
36.31%
Mar 2020 – Mar 2023 |
25.42%
Mar 2020 – Mar 2025 |
11.73%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart