Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
XPSFX (Cohen & Steers Select Preferred and Income Fund Inc) 1.65% 10.18% 12.28% 3.55% 4.59% 4.91% NA
Data as of 06/03/2026, Common starting date is 11/26/2010
More Performance Analytics Comparison
Name Start Date End Date
XPSFX (Cohen & Steers Select Preferred and Income Fund Inc) 11/26/2010 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 2011 2010
Annualized Return (%) -0.09 10.18 12.28 3.55 4.59 4.91 NA 1.65 10.16 13.61 7.66 -15.24 6.21 6.20 21.39 -7.30 9.52 -2.95 -0.92 13.74 5.23 21.77 -4.80 -0.38
Sharpe Ratio NA 2.32 2.14 0.16 0.32 NA NA 0.47 1.62 2.67 0.32 -2.34 2.23 0.25 6.43 -2.83 3.14 -0.60 -0.29 6.34 1.42 5.76 -0.48 -1.73
Standard Deviation(%) NA 3.51 4.50 7.17 9.43 NA NA 4.63 4.50 3.74 12.58 7.16 2.77 24.19 3.10 3.08 2.83 5.30 3.32 2.16 3.66 3.81 10.07 2.31
Draw Down(%) NA 4.50 6.09 25.92 36.64 NA NA 4.50 6.09 2.77 20.33 19.12 2.79 36.64 1.10 8.95 1.28 7.53 5.62 1.55 6.66 3.38 15.34 0.67
Yield(%) 0.00 7.12 7.91 6.30 5.76 5.57 4.37 2.85 7.00 7.43 7.59 6.23 9.07 7.20 6.25 7.31 2.41 0.00 0.63 9.77 8.41 1.80 0.00 0.00
Data as of 06/03/2026, Common starting date is 11/26/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
XPSFX (Cohen & Steers Select Preferred and Income Fund Inc) -2.49%
Oct 2020 – Oct 2023
-2.02%
Mar 2015 – Mar 2020
1.94%
May 2013 – May 2023
4.75%
Mar 2011 – Mar 2026
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
XPSFX (Cohen & Steers Select Preferred and Income Fund Inc) 14.26%
Nov 2011 – Nov 2014
8.68%
Sep 2011 – Sep 2016
7.22%
Sep 2011 – Sep 2021
5.13%
Dec 2010 – Dec 2025
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return