BRBI vs PTA

Comparison between BRBI BR Partners S.A. (BRBI, Company) and Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund (PTA, Company).

Both BRBI and PTA are from the Financial Services sector.

BRBI vs PTA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BRBI(COMPANY)	PTA(COMPANY)
Market Cap	$1.10B	$1.09B
Max Drawdown	51.04%	38.77%
Sharpe Ratio	-0.94	0.30
5Y Beta	0.73	N/A
Industry	Capital Markets	Asset Management
P/E Ratio	32.35	12.12
5Y Dividends CAGR	N/A	17.43%
P/S Ratio	2.06	12.00
P/B Ratio	7.28	0.93

Market Cap

Winner

BRBI

$1.10B

PTA

$1.09B

Max Drawdown

BRBI

51.04%

Winner

PTA

38.77%

Sharpe Ratio

BRBI

-0.94

Winner

PTA

0.30

5Y Beta

BRBI

0.73

PTA

N/A

Industry

BRBI

Capital Markets

PTA

Asset Management

P/E Ratio

BRBI

32.35

Winner

PTA

12.12

5Y Dividends CAGR

BRBI

N/A

PTA

17.43%

P/S Ratio

Winner

BRBI

2.06

PTA

12.00

P/B Ratio

BRBI

7.28

Winner

PTA

0.93

BRBI vs PTA - Historical Returns

Returns include dividend reinvestment.

Period	BRBI	PTA
1 month	-12.81%	-1.66%
3 months	-14.46%	+3.00%
6 months	-12.56%	+4.06%
1 year	N/A	+6.55%
5 years(CAGR)	N/A	+2.85%
Max(CAGR)	-57.50%	+3.34%

BRBI

-12.81%

Winner

PTA

-1.66%

BRBI

-14.46%

Winner

PTA

+3.00%

BRBI

-12.56%

Winner

PTA

+4.06%

BRBI

N/A

PTA

+6.55%

5Y(CAGR)

BRBI

N/A

PTA

+2.85%

Max(CAGR)

BRBI

-57.50%

Winner

PTA

+3.34%

BRBI vs PTA - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	BRBI	PTA
2026	-11.86%	+3.04%
2025	-39.16%	+7.37%
2024	N/A	+14.27%
2023	N/A	+9.03%
2022	N/A	-21.07%
2021	N/A	+0.86%
2020	N/A	+4.53%

BRBI vs PTA Drawdown Comparison

The maximum drawdown for BRBI was -47.92%, occurring on Jun 5, 2026. This drawdown has not yet recovered.

The maximum drawdown for PTA was -28.72%, occurring on May 15, 2023. Recovery took 741 trading sessions.

The current BRBI drawdown is -46.37%. The current PTA drawdown is -2.15%.

Rank	BRBI	PTA
#1	-47.92% Sep 19, 2025 - Jun 5, 2026	-28.72% Sep 3, 2021 - Aug 16, 2024
#2	N/A	-13.01% Oct 16, 2024 - Jul 1, 2025
#3	N/A	-9.49% Sep 19, 2025 - Mar 30, 2026
#4	N/A	-4.27% Dec 28, 2020 - Jun 4, 2021
#5	N/A	-2.28% Jul 6, 2021 - Sep 1, 2021
#6	N/A	-2.05% Jul 17, 2025 - Jul 31, 2025
#7	N/A	-1.77% Nov 25, 2020 - Dec 10, 2020
#8	N/A	-1.49% Aug 12, 2025 - Aug 19, 2025
#9	N/A	-1.31% Dec 18, 2020 - Dec 23, 2020
#10	N/A	-1.18% Jun 4, 2021 - Jul 1, 2021
#11	N/A	-1.05% Dec 15, 2020 - Dec 18, 2020
#12	N/A	-1.04% Oct 2, 2024 - Oct 8, 2024
#13	N/A	-0.93% Aug 27, 2024 - Sep 16, 2024
#14	N/A	-0.89% Aug 22, 2025 - Sep 4, 2025
#15	N/A	-0.84% Jul 9, 2025 - Jul 16, 2025