The takeaway
Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund shows a moderate seasonal pattern over 6 years of data — strongest in July (+2.5%) and softest in October (−2.8%).
Right now
In July, the fund has risen 100% of years, averaging +2.5% — essentially in line with the S&P 500.
The full picture
Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund's most dependable month has been July, higher in 5 of 5 years; October has been its least reliable, up just 0% of the time.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Win rate % | ||||||||||||
| Median return % | ||||||||||||
| 2025 | ||||||||||||
| 2024 | ||||||||||||
| 2023 | ||||||||||||
| 2022 | ||||||||||||
| 2021 | ||||||||||||
| 2020 | — | — | — | — | — | — | — | — | — |
Month by month
The fund's clearest edge over the S&P 500 lands in January (+2.9 pts); it has trailed the market most in April (−4.7 pts).
“vs S&P” is Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund’s average for a month minus the S&P 500’s average for that same month — isolating Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund’s own seasonal edge from broad market drift.
Reality check
Over the last 5 years, July has closed higher 100% of the time versus 100% across the last 6 years — the pattern is holding.
Figures are the typical (median) July return and how often it rose — the last 5 years versus the last 6(the heatmap’s default window). This verdict stays anchored to that 6-year window even if you zoom the chart, so it never disagrees with the badges above.
In plain English
Strip the year back and a single month does the heavy lifting: July, up in all 5 Julys while the other eleven tend to blur together.
A typical July brings +1.3%, a shade under the +2.5% average. It is also the calendar's calmest month, its returns swinging least from year to year (a 2.1% spread), and even its worst July in 6 years lost only 0.3% — the gentlest downside anywhere on its calendar. Set against the S&P 500, mind, July is close to a wash — the gain mirrors the market more than it beats it. That consistency sets it apart from the field, where the average stock manages July only about 61% of the time.
The strength clusters rather than stands alone — June–August forms a firm stretch that carries much of the year. At the other end of the calendar, October has been the soft spot — the weakest of 6 months that average a loss (−2.8%), and the edge isn't year-round — the fund has trailed the S&P 500 in April, October, and December.
July has now closed higher 5 years running.
The takeaway is less about when to buy than what to expect: July aside, the fund's months offer little reliable tilt. With a short 6-year record, the signal is best held loosely.
Short answers on the fund's best month (July), its worst (October), and whether it really trades seasonally.
Yes, to a moderate degree. Since 2020 its best month (July, +2.5%) has run well ahead of its worst (October, −2.8%) — the heatmap above shows how steady that gap has been year to year.
July has been the strongest, averaging +2.5% and closing higher in all 5 years on record since 2020.
It's the weakest, averaging −2.8% — historically a soft spot, though it still varies from year to year.
Explore
These names have the strongest July track records on record — a starting point for comparison.
Before you trade