CAPR vs PTA

Comparison between Capricor Therapeutics Inc (CAPR, Company) and Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund (PTA, Company).

CAPR is from the Healthcare sector, while PTA is from the Financial Services sector.

5-Year PerformanceCAPR has outperformed PTA, delivering a return of +32.5% compared to +2.3%

CAPR vs PTA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CAPR(COMPANY)	PTA(COMPANY)
Market Cap	$1.09B	$1.09B
Max Drawdown	99.97%	38.77%
Sharpe Ratio	0.94	0.04
5Y Beta	1.43	N/A
Industry	Biotechnology	Asset Management
P/E Ratio	-8.52	12.12
Forward P/E	78.74	N/A
PEG Ratio	-0.13	N/A
5Y Dividends CAGR	N/A	10.87%
5Y EPS CAGR	22.65%	N/A
Debt to Equity	0.00%	N/A
Free Cash Flow Yield	-9.15%	N/A
P/S Ratio	124.43	12.00
P/B Ratio	4.11	0.93

Market Cap

CAPR

$1.09B

Winner

PTA

$1.09B

Max Drawdown

CAPR

99.97%

Winner

PTA

38.77%

Sharpe Ratio

Winner

CAPR

0.94

PTA

0.04

5Y Beta

CAPR

1.43

PTA

N/A

Industry

CAPR

Biotechnology

PTA

Asset Management

P/E Ratio

Winner

CAPR

-8.52

PTA

12.12

Forward P/E

CAPR

78.74

PTA

N/A

PEG Ratio

CAPR

-0.13

PTA

N/A

5Y Dividends CAGR

CAPR

N/A

PTA

10.87%

5Y EPS CAGR

CAPR

22.65%

PTA

N/A

Debt to Equity

CAPR

0.00%

PTA

N/A

Free Cash Flow Yield

CAPR

-9.15%

PTA

N/A

P/S Ratio

CAPR

124.43

Winner

PTA

12.00

P/B Ratio

CAPR

4.11

Winner

PTA

0.93

CAPR vs PTA - Historical Returns

Returns include dividend reinvestment.

Period	CAPR	PTA
1 month	-33.01%	+0.01%
3 months	-41.44%	-0.18%
6 months	-14.53%	-0.21%
1 year	+190.76%	+3.84%
5 years(CAGR)	+32.48%	+2.34%
10 years(CAGR)	-6.98%	N/A
Max(CAGR)	-14.84%	+3.06%

CAPR

-33.01%

Winner

PTA

+0.01%

CAPR

-41.44%

Winner

PTA

-0.18%

CAPR

-14.53%

Winner

PTA

-0.21%

Winner

CAPR

+190.76%

PTA

+3.84%

5Y(CAGR)

Winner

CAPR

+32.48%

PTA

+2.34%

10Y(CAGR)

CAPR

-6.98%

PTA

N/A

Max(CAGR)

CAPR

-14.84%

Winner

PTA

+3.06%

CAPR vs PTA - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	CAPR	PTA
2026	-29.95%	+1.87%
2025	+92.91%	+7.37%
2024	+169.53%	+14.27%
2023	+27.01%	+9.03%
2022	+21.38%	-21.07%
2021	-21.66%	+0.86%
2020	+178.86%	+4.53%
2019	-74.14%	N/A
2018	-73.89%	N/A
2017	-38.04%	N/A
2016	-9.52%	N/A
2015	-18.04%	N/A
2014	+10.29%	N/A
2013	+62.50%	N/A
2012	-90.91%	N/A
2011	-5.17%	N/A
2010	-48.76%	N/A
2009	+51.25%	N/A
2008	-84.55%	N/A
2007	+511.11%	N/A

CAPR vs PTA Drawdown Comparison

The maximum drawdown for CAPR was -99.97%, occurring on Mar 10, 2020. 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 CAPR drawdown is -99.39%. The current PTA drawdown is -3.26%.

Rank	CAPR	PTA
#1	-99.97% Oct 24, 2007 - Mar 10, 2020	-28.72% Sep 3, 2021 - Aug 16, 2024
#2	-56.27% Feb 14, 2007 - Sep 18, 2007	-13.01% Oct 16, 2024 - Jul 1, 2025
#3	-2.33% Sep 25, 2007 - Oct 5, 2007	-9.49% Sep 19, 2025 - Mar 30, 2026
#4	-2.22% Oct 5, 2007 - Oct 24, 2007	-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