Cohen Steers Limited Fund Manager Performance Evaluation
| LDP Fund | USD 20.83 0.11 0.53% |
The fund shows a Beta (market volatility) of 0.25, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Cohen Steers' returns are expected to increase less than the market. However, during the bear market, the loss of holding Cohen Steers is expected to be smaller as well.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Cohen Steers Limited are ranked lower than 20 (%) of all funds and portfolios of funds over the last 90 days. Even with relatively conflicting fundamental indicators, Cohen Steers may actually be approaching a critical reversion point that can send shares even higher in August 2025.
...more1 | Editorial Tokyo metro assemblys LDP group irresponsible to sidestep slush fund scandal - | 06/02/2025 |
2 | Koike-tied party wins most seats in assembly LDP takes a drubbing - | 06/23/2025 |
3 | LDP Preferred Stocks, If You Want Them - Seeking Alpha | 07/23/2025 |
| Expense Ratio | 1.8000 |
Cohen |
Cohen Steers Relative Risk vs. Return Landscape
If you would invest 1,933 in Cohen Steers Limited on April 25, 2025 and sell it today you would earn a total of 150.00 from holding Cohen Steers Limited or generate 7.76% return on investment over 90 days. Cohen Steers Limited is generating 0.1237% of daily returns assuming volatility of 0.4817% on return distribution over 90 days investment horizon. In other words, 4% of funds are less volatile than Cohen, and above 98% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Cohen Steers Current Valuation
Fairly Valued
Today
Please note that Cohen Steers' price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Cohen Steers Limited shows a prevailing Real Value of $20.69 per share. The current price of the fund is $20.83. We determine the value of Cohen Steers Limited from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor buying undervalued funds and selling overvalued funds since, at some point, fund prices and their ongoing real values will blend.
Cohen Steers' intrinsic value may or may not be the same as its current market price of 20.83, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 20.83 | Real 20.69 | Hype 20.83 | Naive 20.66 |
The intrinsic value of Cohen Steers' stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Cohen Steers' stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Cohen Steers Limited helps investors to forecast how Cohen fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Cohen Steers more accurately as focusing exclusively on Cohen Steers' fundamentals will not take into account other important factors: Cohen Steers Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Cohen Steers' investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Cohen Steers Limited, and traders can use it to determine the average amount a Cohen Steers' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.2569
| Best Portfolio | Best Equity | |||
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| Cash | LDP | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.48 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.12 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.26 actual daily | 20 80% of assets perform better |
Based on monthly moving average Cohen Steers is performing at about 20% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Cohen Steers by adding it to a well-diversified portfolio.
Cohen Steers Fundamentals Growth
Cohen Fund prices reflect investors' perceptions of the future prospects and financial health of Cohen Steers, and Cohen Steers fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Cohen Fund performance.
| Shares Outstanding | 28.97 M | |||
| Earnings Per Share | (0.40) X | |||
About Cohen Steers Performance
Assessing Cohen Steers' fundamental ratios provides investors with valuable insights into Cohen Steers' financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Cohen Steers is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
Cohen Steers Limited Duration Preferred and Income Fund, Inc. is a closed-ended fixed income fund launched by Cohen Steers, Inc. The fund is managed by Cohen Steers Capital Management, Inc. It invests in fixed income markets across the globe. The fund uses derivatives like interest rate swaps to make its investments. It seeks to invest in companies that are operating across financial sectors including banks, diversified financials, real estate, and insurance industries. The fund primarily invests in floating-rate and fixed-to-floating-rate preferred securities, preferred securities, traditional preferred securities, hybrid-preferred securities, debt securities, and convertible securities. It employs fundamental analysis, with a focus on issuers creditworthiness, and prevailing market factors to create its portfolio. The fund benchmarks the performance of its portfolio against the BofA Merrill Lynch Capital Securities Index and a composite benchmark of 75 percent BofA Merrill Lynch Capital Securities Index and 25 percent BofA Merrill Lynch 7 percent Constrained Adjustable Rate Preferred Securities Index. Cohen Steers Limited Duration Preferred and Income Fund, Inc. fund was formed on May 1, 2012 and is domiciled in the United States.Things to note about Cohen Steers Limited performance evaluation
Checking the ongoing alerts about Cohen Steers for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Cohen Steers Limited help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: LDP Preferred Stocks, If You Want Them - Seeking Alpha |
- Analyzing Cohen Steers' financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Cohen Steers' stock is overvalued or undervalued compared to its peers.
- Examining Cohen Steers' industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Cohen Steers' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Cohen Steers' management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Cohen Steers' fund. These opinions can provide insight into Cohen Steers' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Cohen Fund
Cohen Steers financial ratios help investors to determine whether Cohen Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Cohen with respect to the benefits of owning Cohen Steers security.
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