Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PISHX (Cohen & Steers Preferred Securities and Income SMA Shares) | -0.57% | 5.75% | 10.38% | 3.69% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/01/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PISHX (Cohen & Steers Preferred Securities and Income SMA Shares) | 03/01/2019 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.48 | 5.75 | 10.38 | 3.69 | NA | NA | NA | … | … | -0.57 | 5.70 | 12.50 | 7.91 | -11.38 | 5.08 | 8.57 | 12.46 |
| Sharpe Ratio | NA | 1.39 | 2.47 | 0.26 | NA | NA | NA | … | … | -1.11 | 0.87 | 3.65 | 0.56 | -2.65 | 2.56 | 0.49 | 6.41 |
| Standard Deviation(%) | NA | 2.62 | 3.02 | 4.60 | NA | NA | NA | … | … | 3.52 | 3.33 | 2.44 | 7.68 | 4.85 | 1.98 | 17.05 | 2.13 |
| Draw Down(%) | NA | 3.39 | 3.90 | 18.82 | NA | NA | NA | … | … | 3.39 | 3.90 | 1.63 | 13.68 | 15.44 | 2.05 | 27.12 | 0.88 |
| Yield(%) | 0.00 | 3.14 | 5.58 | 4.68 | 3.73 | 2.49 | 1.87 | … | … | 0.00 | 5.72 | 6.25 | 5.98 | 4.92 | 4.98 | 4.73 | 3.67 |
Data as of 06/04/2026, Common starting date is 03/01/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PISHX (Cohen & Steers Preferred Securities and Income SMA Shares) |
-0.71%
Oct 2020 – Oct 2023 |
3.74%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PISHX (Cohen & Steers Preferred Securities and Income SMA Shares) |
10.96%
Oct 2022 – Oct 2025 |
7.84%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart