Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XLDPX (Cohen & Steers Limited Duration Preferred and Income Fd Inc) | 1.92% | 10.11% | 12.93% | 4.54% | 5.17% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 07/30/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XLDPX (Cohen & Steers Limited Duration Preferred and Income Fd Inc) | 07/30/2012 | 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 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 10.11 | 12.93 | 4.54 | 5.17 | NA | NA | … | … | 1.92 | 10.56 | 14.75 | 7.03 | -11.73 | 5.79 | 5.64 | 20.37 | -8.26 | 8.96 | 0.71 | -1.07 | 11.35 | 2.08 | 6.46 |
| Sharpe Ratio | NA | 2.48 | 2.59 | 0.33 | 0.43 | NA | NA | … | … | 0.59 | 1.84 | 3.71 | 0.30 | -2.07 | 2.22 | 0.26 | 6.16 | -3.49 | 3.01 | 0.09 | -0.31 | 4.35 | 0.44 | 5.08 |
| Standard Deviation(%) | NA | 3.22 | 3.91 | 6.48 | 8.24 | NA | NA | … | … | 4.36 | 4.19 | 3.00 | 11.46 | 6.40 | 2.60 | 20.71 | 3.07 | 2.78 | 2.77 | 5.59 | 3.54 | 2.60 | 4.62 | 3.18 |
| Draw Down(%) | NA | 4.18 | 5.87 | 23.03 | 35.85 | NA | NA | … | … | 4.18 | 5.87 | 2.02 | 18.98 | 16.53 | 2.57 | 35.85 | 1.45 | 9.87 | 1.27 | 9.20 | 6.88 | 2.24 | 7.93 | 2.05 |
| Yield(%) | 0.00 | 7.23 | 8.14 | 6.43 | 5.80 | 4.98 | 3.73 | … | … | 2.90 | 7.17 | 7.66 | 7.64 | 6.39 | 8.13 | 6.59 | 5.96 | 6.67 | 2.23 | 0.00 | 0.61 | 8.65 | 3.18 | 0.00 |
Data as of 06/03/2026, Common starting date is 07/30/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XLDPX (Cohen & Steers Limited Duration Preferred and Income Fd Inc) |
-3.24%
Mar 2017 – Mar 2020 |
-1.97%
Mar 2015 – Mar 2020 |
1.98%
May 2013 – May 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XLDPX (Cohen & Steers Limited Duration Preferred and Income Fd Inc) |
13.30%
May 2023 – May 2026 |
9.45%
Mar 2020 – Mar 2025 |
5.84%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart