Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PTA (Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund) | 5.23% | 9.04% | 14.30% | 3.01% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/29/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PTA (Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund) | 10/29/2020 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.05 | 9.04 | 14.30 | 3.01 | NA | NA | NA | … | … | 5.23 | 9.04 | 15.82 | 11.58 | -20.50 | -0.96 | 4.19 |
| Sharpe Ratio | NA | 0.61 | 0.97 | 0.06 | NA | NA | NA | … | … | 0.83 | 0.47 | 1.15 | 0.43 | -1.19 | -0.12 | 3.05 |
| Standard Deviation(%) | NA | 10.46 | 12.70 | 14.64 | NA | NA | NA | … | … | 12.34 | 13.04 | 10.66 | 18.42 | 18.47 | 8.19 | 8.90 |
| Draw Down(%) | NA | 9.49 | 13.03 | 28.71 | NA | NA | NA | … | … | 7.97 | 11.19 | 8.23 | 18.81 | 25.83 | 8.30 | 1.77 |
| Yield(%) | 0.00 | 8.23 | 9.51 | 6.36 | 3.55 | 2.36 | 1.77 | … | … | 3.45 | 8.24 | 8.81 | 8.89 | 6.44 | 6.69 | 0.52 |
Data as of 06/04/2026, Common starting date is 10/29/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTA (Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund) |
-4.22%
Dec 2020 – Dec 2023 |
2.10%
Dec 2020 – Dec 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTA (Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund) |
15.27%
May 2023 – May 2026 |
3.46%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart