Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LPXIX (Cohen & Steers Low Duration Pref and Inc) | 1.64% | 6.31% | 8.05% | 3.79% | 4.37% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 12/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LPXIX (Cohen & Steers Low Duration Pref and Inc) | 12/01/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.21 | 6.31 | 8.05 | 3.79 | 4.37 | NA | NA | … | … | 1.64 | 7.61 | 8.85 | 6.90 | -5.77 | 2.18 | 4.26 | 11.43 | -1.54 | 6.65 | 3.87 | -0.10 |
| Sharpe Ratio | NA | 2.23 | 2.66 | 0.48 | 0.72 | NA | NA | … | … | 0.71 | 2.39 | 3.53 | 0.78 | -2.34 | 1.63 | 0.40 | 7.53 | -2.18 | 5.05 | 1.27 | -0.48 |
| Standard Deviation(%) | NA | 1.74 | 1.86 | 2.71 | 3.82 | NA | NA | … | … | 2.30 | 1.99 | 1.48 | 4.18 | 3.08 | 1.32 | 10.01 | 1.32 | 1.35 | 1.19 | 2.89 | 2.79 |
| Draw Down(%) | NA | 2.14 | 2.14 | 9.57 | 18.13 | NA | NA | … | … | 2.14 | 2.12 | 0.65 | 6.75 | 8.60 | 1.63 | 18.13 | 0.30 | 2.59 | 0.79 | 4.17 | 1.30 |
| Yield(%) | 0.00 | 5.85 | 5.65 | 4.59 | 4.58 | 3.15 | 2.36 | … | … | 2.35 | 5.62 | 5.26 | 4.98 | 4.01 | 4.12 | 4.34 | 4.74 | 4.44 | 4.65 | 4.08 | 0.00 |
Data as of 06/10/2026, Common starting date is 12/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LPXIX (Cohen & Steers Low Duration Pref and Inc) |
-0.20%
Oct 2019 – Oct 2022 |
1.53%
Oct 2017 – Oct 2022 |
4.35%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LPXIX (Cohen & Steers Low Duration Pref and Inc) |
8.33%
May 2023 – May 2026 |
5.50%
Mar 2020 – Mar 2025 |
4.68%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart