Performance analysis of LDP (Cohen & Steers Ltd Duration Preferred and Income Fund)
Annual Return
Over the past 3 years, LDP has had an average annual return of +13.55%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, LDP has had an average annual return of +2.96%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, LDP has had an average annual return of +6.28%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Jul 30, 2012, LDP has had an average annual return of +6.65%, underperforming the benchmark SPY, which returned +14.99% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.28% | +13.03% | +18.50% | +5.78% | -22.35% | +7.75% | +9.46% | +29.71% | -9.68% | +14.58% | +17.95% | +7.69% |
| 2014 | 2013 | 2012 | |||||||||
| +9.62% | -2.34% | +2.69% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.13% | +0.80% | -5.73% | +5.62% | -0.33% | -0.87% | +0.28% | ||||||
| 2025 | +3.49% | +1.65% | -2.33% | -2.32% | +4.16% | +3.30% | +2.87% | +0.33% | +1.93% | +1.40% | -1.52% | -0.37% | +13.03% |
| 2024 | +5.01% | +4.67% | +1.16% | -3.50% | +4.28% | +0.46% | +1.16% | +2.53% | +7.46% | -3.24% | +1.24% | -3.44% | +18.50% |
| 2023 | +11.73% | -3.98% | -10.78% | -0.58% | -0.28% | +5.32% | +1.61% | -2.24% | -3.49% | -1.65% | +10.84% | +1.27% | +5.78% |
| 2022 | -5.41% | -9.42% | +2.78% | -6.01% | -1.41% | -4.99% | +9.53% | -5.55% | -9.83% | +5.91% | +1.93% | -0.54% | -22.35% |
| 2021 | -2.65% | -3.04% | +5.79% | +4.73% | -1.09% | +2.86% | +0.67% | -1.09% | +1.61% | +1.20% | -2.09% | +1.01% | +7.75% |
| 2020 | +2.59% | -7.85% | -15.47% | +14.95% | +0.96% | -3.61% | +6.76% | +0.39% | -1.35% | +0.05% | +8.97% | +6.23% | +9.46% |
| 2019 | +8.26% | +1.09% | +1.17% | +2.69% | -2.14% | +6.68% | +2.19% | +0.75% | +1.68% | +1.83% | +2.29% | +0.21% | +29.71% |
| 2018 | -0.41% | -2.00% | +2.15% | +1.64% | -2.13% | +2.58% | -1.62% | -0.86% | -2.71% | -3.76% | -2.50% | -0.28% | -9.68% |
| 2017 | +3.25% | +2.57% | -0.64% | +3.31% | +2.06% | +1.77% | +0.81% | -0.00629% | +1.22% | -0.39% | -0.31% | +0.14% | +14.58% |
Drawdown analysis of LDP (Cohen & Steers Ltd Duration Preferred and Income Fund)
The maximum drawdown for the LDP was -49.59%, occurring on Mar 18, 2020. Recovery took 191 trading sessions.
The current LDP drawdown is -2.41%.
Since Jul 30, 2012 LDP has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 2 times
- 20% or more: 3 times
- 10% or more: 6 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -49.59% | Feb 19, 2020 | 20 | Mar 18, 2020 | 191 | Dec 17, 2020 | 211 |
| -32.20% | Oct 13, 2021 | 397 | May 12, 2023 | 343 | Sep 24, 2024 | 740 |
| -20.27% | Sep 20, 2017 | 316 | Dec 21, 2018 | 69 | Apr 3, 2019 | 385 |
| -17.06% | Mar 28, 2013 | 168 | Nov 25, 2013 | 141 | Jun 19, 2014 | 309 |
| -12.02% | Oct 16, 2024 | 117 | Apr 7, 2025 | 45 | Jun 11, 2025 | 162 |
| -10.96% | Sep 7, 2016 | 48 | Nov 14, 2016 | 49 | Jan 26, 2017 | 97 |
| -9.38% | Feb 25, 2026 | 23 | Mar 30, 2026 | Ongoing | Ongoing | Ongoing |
| -8.38% | Aug 4, 2015 | 92 | Dec 14, 2015 | 53 | Mar 2, 2016 | 145 |
| -6.87% | Sep 3, 2014 | 83 | Dec 31, 2014 | 43 | Mar 5, 2015 | 126 |
| -5.72% | Dec 31, 2020 | 37 | Feb 25, 2021 | 25 | Apr 1, 2021 | 62 |
| -5.49% | Apr 9, 2015 | 56 | Jun 29, 2015 | 25 | Aug 4, 2015 | 81 |
| -5.41% | May 4, 2021 | 6 | May 12, 2021 | 36 | Jul 2, 2021 | 42 |
| -5.10% | Jul 1, 2014 | 24 | Aug 5, 2014 | 18 | Aug 29, 2014 | 42 |
| -4.80% | Nov 11, 2025 | 7 | Nov 20, 2025 | 64 | Feb 25, 2026 | 71 |
| -4.70% | Aug 10, 2012 | 20 | Sep 10, 2012 | 39 | Nov 6, 2012 | 59 |
| -4.14% | Mar 1, 2017 | 6 | Mar 9, 2017 | 23 | Apr 11, 2017 | 29 |
| -3.66% | Aug 7, 2017 | 3 | Aug 10, 2017 | 21 | Sep 11, 2017 | 24 |
| -3.44% | Dec 23, 2019 | 8 | Jan 6, 2020 | 21 | Feb 5, 2020 | 29 |
| -3.27% | Jul 13, 2021 | 4 | Jul 19, 2021 | 10 | Aug 2, 2021 | 14 |
| -3.26% | May 6, 2019 | 18 | May 31, 2019 | 4 | Jun 6, 2019 | 22 |
| -3.23% | Aug 2, 2019 | 1 | Aug 5, 2019 | 17 | Aug 28, 2019 | 18 |
| -3.07% | Aug 2, 2021 | 17 | Aug 25, 2021 | 28 | Oct 5, 2021 | 45 |
| -2.90% | Dec 9, 2019 | 7 | Dec 18, 2019 | 3 | Dec 23, 2019 | 10 |
| -2.84% | Jun 23, 2016 | 2 | Jun 27, 2016 | 4 | Jul 1, 2016 | 6 |
| -2.81% | Mar 23, 2016 | 8 | Apr 5, 2016 | 12 | Apr 21, 2016 | 20 |