Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LPXRX (Cohen & Steers Low Duration Pref and Inc) | 1.49% | 5.78% | 7.55% | 3.28% | 3.86% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 12/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LPXRX (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 (%) | -0.10 | 5.78 | 7.55 | 3.28 | 3.86 | NA | NA | … | … | 1.49 | 7.07 | 8.22 | 6.49 | -6.24 | 1.69 | 3.75 | 10.76 | -1.88 | 6.04 | 3.34 | -0.20 |
| Sharpe Ratio | NA | 1.95 | 2.40 | 0.30 | 0.58 | NA | NA | … | … | 0.54 | 2.19 | 3.05 | 0.69 | -2.43 | 1.28 | 0.35 | 7.15 | -2.35 | 4.72 | 1.09 | -0.93 |
| Standard Deviation(%) | NA | 1.72 | 1.85 | 2.72 | 3.82 | NA | NA | … | … | 2.34 | 1.92 | 1.51 | 4.17 | 3.17 | 1.30 | 10.02 | 1.30 | 1.40 | 1.15 | 2.87 | 2.72 |
| Draw Down(%) | NA | 2.16 | 2.16 | 10.17 | 18.13 | NA | NA | … | … | 2.16 | 2.10 | 0.69 | 6.76 | 8.94 | 1.68 | 18.13 | 0.30 | 2.77 | 0.79 | 4.16 | 1.30 |
| Yield(%) | 0.00 | 5.25 | 5.04 | 4.06 | 4.02 | 2.76 | 2.07 | … | … | 2.10 | 5.02 | 4.69 | 4.39 | 3.51 | 3.54 | 3.76 | 4.12 | 3.89 | 4.06 | 3.48 | 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 |
|---|---|---|---|---|
| LPXRX (Cohen & Steers Low Duration Pref and Inc) |
-0.69%
Oct 2019 – Oct 2022 |
1.02%
Oct 2017 – Oct 2022 |
3.83%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LPXRX (Cohen & Steers Low Duration Pref and Inc) |
7.83%
May 2023 – May 2026 |
5.01%
Mar 2020 – Mar 2025 |
4.16%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart