LDP vs KSA

Comparison between Cohen & Steers Ltd Duration Preferred and Income Fund Inc (LDP, ETF) and ISHARES MSCI SAUDI ARABIA ETF (KSA, ETF).

5-Year PerformanceLDP has outperformed KSA, delivering a return of +3.2% compared to +1.6%

LDP vs KSA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LDP(ETF)	KSA(ETF)
Net Assets	$651M	$650M
Expense Ratio	N/A	0.75%
Max Drawdown	50.18%	41.80%
Sharpe Ratio	0.55	-0.19
5Y Beta	0.40	0.46
5Y Dividends CAGR	-1.74%	12.77%

Net Assets

Winner

LDP

$651M

KSA

$650M

Expense Ratio

LDP

N/A

KSA

0.75%

Max Drawdown

LDP

50.18%

Winner

KSA

41.80%

Sharpe Ratio

Winner

LDP

0.55

KSA

-0.19

5Y Beta

Winner

LDP

0.40

KSA

0.46

5Y Dividends CAGR

LDP

-1.74%

Winner

KSA

12.77%

LDP vs KSA - Historical Returns

Returns include dividend reinvestment.

Period	LDP	KSA
1 month	+1.49%	-3.76%
3 months	+3.02%	-5.68%
6 months	+2.56%	-2.28%
1 year	+8.31%	+0.17%
5 years(CAGR)	+3.19%	+1.64%
10 years(CAGR)	+6.25%	+7.33%
Max(CAGR)	+6.84%	+5.87%

Winner

LDP

+1.49%

KSA

-3.76%

Winner

LDP

+3.02%

KSA

-5.68%

Winner

LDP

+2.56%

KSA

-2.28%

Winner

LDP

+8.31%

KSA

+0.17%

5Y(CAGR)

Winner

LDP

+3.19%

KSA

+1.64%

10Y(CAGR)

LDP

+6.25%

Winner

KSA

+7.33%

Max(CAGR)

Winner

LDP

+6.84%

KSA

+5.87%

LDP vs KSA - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	LDP	KSA
2026	+2.75%	+1.79%
2025	+11.97%	-8.51%
2024	+17.42%	-1.75%
2023	+4.46%	+12.85%
2022	-21.82%	-7.14%
2021	+8.45%	+33.62%
2020	+9.41%	+1.25%
2019	+27.43%	+7.88%
2018	-9.51%	+13.85%
2017	+13.98%	+5.92%
2016	+17.42%	+10.81%
2015	+6.00%	-5.83%
2014	+8.99%	N/A
2013	-3.31%	N/A
2012	+2.69%	N/A

LDP vs KSA Drawdown Comparison

The maximum drawdown for LDP was -49.59%, occurring on Mar 18, 2020. Recovery took 211 trading sessions.

The maximum drawdown for KSA was -40.56%, occurring on Mar 16, 2020. Recovery took 466 trading sessions.

The current LDP drawdown is -0.76%. The current KSA drawdown is -18.44%.

Rank	LDP	KSA
#1	-49.59% Feb 19, 2020 - Dec 17, 2020	-40.56% May 3, 2019 - Mar 10, 2021
#2	-32.20% Oct 13, 2021 - Sep 24, 2024	-28.74% Oct 13, 2015 - Jun 21, 2017
#3	-20.27% Sep 20, 2017 - Apr 3, 2019	-28.10% Apr 18, 2022 - Mar 17, 2023
#4	-17.06% Mar 28, 2013 - Jun 19, 2014	-13.77% Jul 20, 2018 - Jan 16, 2019
#5	-12.02% Oct 16, 2024 - Jun 11, 2025	-10.56% Nov 12, 2021 - Jan 12, 2022
#6	-10.95% Sep 7, 2016 - Jan 26, 2017	-9.88% Jun 23, 2017 - Jan 12, 2018
#7	-9.38% Feb 25, 2026 - Jun 29, 2026	-5.79% Jan 26, 2018 - Mar 9, 2018
#8	-8.38% Aug 4, 2015 - Mar 2, 2016	-5.64% Apr 23, 2018 - Jun 1, 2018
#9	-6.87% Sep 3, 2014 - Mar 5, 2015	-5.13% Sep 17, 2015 - Oct 7, 2015
#10	-5.72% Dec 31, 2020 - Apr 1, 2021	-4.87% Apr 28, 2021 - Jun 1, 2021
#11	-5.48% Apr 9, 2015 - Aug 4, 2015	-4.63% Jun 5, 2018 - Jul 20, 2018
#12	-5.41% May 4, 2021 - Jul 2, 2021	-3.81% Jun 29, 2021 - Aug 2, 2021
#13	-5.09% Jul 1, 2014 - Aug 29, 2014	-3.35% Feb 7, 2019 - Mar 21, 2019
#14	-4.79% Nov 11, 2025 - Feb 25, 2026	-3.13% Mar 8, 2022 - Mar 24, 2022
#15	-4.70% Aug 10, 2012 - Nov 6, 2012	-3.10% Jan 20, 2022 - Jan 31, 2022

Correlation

Correlation between LDP and KSA is 0.77 which considered as a strong positive correlation - the stocks tend to move together.

0.77

-101

Dividend Comparison (2012 - 2026)

LDP vs KSA dividend yield comparison.

Year	LDP	KSA
2026	4.36%	1.61%
2025	7.43%	2.95%
2024	7.78%	3.44%
2023	8.66%	2.44%
2022	8.52%	1.93%
2021	7.99%	1.58%
2020	6.74%	1.76%
2019	7.14%	2.15%
2018	8.58%	2.51%
2017	7.56%	2.30%
2016	7.67%	3.05%
2015	8.31%	0.04%
2014	9.59%	0.00%
2013	8.41%	0.00%
2012	2.70%	0.00%