Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CPXZX (Cohen & Steers Preferred Securities) | 1.35% | 7.26% | 9.42% | 2.78% | 4.76% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 10/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CPXZX (Cohen & Steers Preferred Securities) | 10/02/2014 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.24 | 7.26 | 9.42 | 2.78 | 4.76 | NA | NA | … | … | 1.35 | 8.49 | 10.43 | 6.52 | -12.39 | 3.49 | 6.51 | 18.10 | -4.54 | 11.42 | 4.61 | 6.13 | 1.70 |
| Sharpe Ratio | NA | 2.09 | 2.01 | 0.07 | 0.50 | NA | NA | … | … | 0.34 | 1.83 | 2.50 | 0.37 | -2.72 | 1.82 | 0.39 | 8.52 | -2.98 | 6.44 | 1.09 | 2.59 | 3.95 |
| Standard Deviation(%) | NA | 2.42 | 3.16 | 4.71 | 6.27 | NA | NA | … | … | 3.16 | 3.07 | 2.72 | 7.83 | 5.09 | 1.90 | 16.17 | 1.95 | 2.00 | 1.68 | 4.02 | 2.36 | 1.79 |
| Draw Down(%) | NA | 2.99 | 3.90 | 19.46 | 25.56 | NA | NA | … | … | 2.99 | 3.90 | 2.01 | 13.75 | 15.65 | 2.24 | 25.56 | 0.59 | 5.19 | 1.16 | 5.25 | 1.86 | 1.14 |
| Yield(%) | 0.00 | 5.91 | 6.17 | 4.87 | 5.33 | 4.25 | 3.18 | … | … | 2.45 | 5.72 | 5.81 | 5.79 | 4.54 | 5.42 | 5.24 | 5.90 | 5.35 | 5.78 | 5.71 | 5.91 | 1.55 |
Data as of 06/10/2026, Common starting date is 10/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPXZX (Cohen & Steers Preferred Securities) |
-2.34%
Oct 2020 – Oct 2023 |
1.27%
Oct 2017 – Oct 2022 |
4.30%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPXZX (Cohen & Steers Preferred Securities) |
9.93%
May 2023 – May 2026 |
7.32%
Feb 2016 – Feb 2021 |
5.33%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart