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Cohen & Steers Preferred Sec & Inc I (CPXIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.090.00 (0.00%)
At close: 06:46PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.59%
5-year average return3.13%
Number of years up11
Number of years down2
Best 1-yr total return (19 May 2024)22.52%
Worst 1-yr total return (19 May 2024)N/A
Best 3-yr total return22.52%
Worst 3-yr total return-1.23%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCPXIXCategory
YTD2.68%5.09%
1-month-1.27%1.29%
3-month1.08%3.60%
1-year11.89%19.60%
3-year-0.73%7.20%
5-year2.75%5.90%
10-year4.35%6.54%
Last bull market12.88%11.27%
Last bear market-7.71%-4.58%

Annual total return (%) history

Year
CPXIXCategory
2024
N/AN/A
2023
6.35%N/A
2022
-12.37%N/A
2021
3.37%N/A
2020
6.46%4.83%
2019
18.05%17.63%
2018
-4.66%-5.49%
2017
11.37%9.78%
2016
4.58%5.66%
2015
6.20%3.18%
2014
12.00%11.44%
2013
2.82%1.11%
2012
22.52%18.05%
2011
3.74%2.26%
2010
N/A18.29%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.00%N/AN/AN/A
2023-3.32%1.97%0.87%6.95%
2022-5.42%-7.71%-1.81%2.25%
2021-0.19%2.91%0.99%-0.35%
2020-13.51%11.40%4.76%5.47%
20196.81%3.94%3.33%2.91%
2018-1.72%-0.68%1.32%-3.60%
20174.01%4.13%1.75%1.05%
20160.17%3.42%3.35%-2.32%
20153.70%-0.87%0.45%2.85%
20145.53%4.36%0.00%1.69%
20133.03%-1.71%-0.82%2.37%
20128.00%2.22%7.03%3.69%
20114.01%1.80%-5.11%3.25%
201010.52%1.27%N/AN/A

Rank in category (by total return)

YTD36
1-month46
3-month30
1-year30
3-year59
5-year45

Load adjusted returns

1-year11.89%
3-year-0.73%
5-year2.75%
10-year4.35%