Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LPXFX (Cohen & Steers Low Duration Preferred and Income Fund Class F) | 1.65% | 6.31% | 8.10% | 3.79% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 06/04/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LPXFX (Cohen & Steers Low Duration Preferred and Income Fund Class F) | 06/04/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.10 | 6.31 | 8.10 | 3.79 | NA | NA | NA | … | … | 1.65 | 7.62 | 8.86 | 6.90 | -5.77 | 2.08 | 6.59 |
| Sharpe Ratio | NA | 2.28 | 2.74 | 0.49 | NA | NA | NA | … | … | 0.71 | 2.54 | 3.54 | 0.79 | -2.34 | 1.64 | 5.38 |
| Standard Deviation(%) | NA | 1.71 | 1.83 | 2.67 | NA | NA | NA | … | … | 2.28 | 1.87 | 1.48 | 4.14 | 3.08 | 1.25 | 2.15 |
| Draw Down(%) | NA | 2.14 | 2.14 | 9.57 | NA | NA | NA | … | … | 2.14 | 2.12 | 0.65 | 6.65 | 8.71 | 1.63 | 1.09 |
| Yield(%) | 0.00 | 5.85 | 5.66 | 4.59 | 2.82 | 1.88 | 1.41 | … | … | 2.35 | 5.62 | 5.27 | 4.98 | 4.02 | 4.12 | 2.63 |
Data as of 06/10/2026, Common starting date is 06/04/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LPXFX (Cohen & Steers Low Duration Preferred and Income Fund Class F) |
0.39%
Oct 2020 – Oct 2023 |
3.66%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LPXFX (Cohen & Steers Low Duration Preferred and Income Fund Class F) |
8.37%
May 2023 – May 2026 |
4.18%
Sep 2020 – Sep 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart