CGEM vs PTA

Comparison between Cullinan Oncology Inc (CGEM, Company) and Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund (PTA, Company).

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

5-Year PerformancePTA has outperformed CGEM, delivering a return of +2.7% compared to -9.5%

CGEM vs PTA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CGEM(COMPANY)	PTA(COMPANY)
Market Cap	$1.10B	$1.09B
Max Drawdown	89.24%	38.77%
Sharpe Ratio	1.32	0.03
5Y Beta	1.07	N/A
Industry	Biotechnology	Asset Management
P/E Ratio	-4.83	12.12
Forward P/E	6.74	N/A
PEG Ratio	-0.24	N/A
5Y Dividends CAGR	N/A	10.87%
Debt to Equity	0.00%	N/A
Free Cash Flow Yield	-16.31%	N/A
P/S Ratio	25.86	12.00
P/B Ratio	2.98	0.93

Market Cap

Winner

CGEM

$1.10B

PTA

$1.09B

Max Drawdown

CGEM

89.24%

Winner

PTA

38.77%

Sharpe Ratio

Winner

CGEM

1.32

PTA

0.03

5Y Beta

CGEM

1.07

PTA

N/A

Industry

CGEM

Biotechnology

PTA

Asset Management

P/E Ratio

Winner

CGEM

-4.83

PTA

12.12

Forward P/E

CGEM

6.74

PTA

N/A

PEG Ratio

CGEM

-0.24

PTA

N/A

5Y Dividends CAGR

CGEM

N/A

PTA

10.87%

Debt to Equity

CGEM

0.00%

PTA

N/A

Free Cash Flow Yield

CGEM

-16.31%

PTA

N/A

P/S Ratio

CGEM

25.86

Winner

PTA

12.00

P/B Ratio

CGEM

2.98

Winner

PTA

0.93

CGEM vs PTA - Historical Returns

Returns include dividend reinvestment.

Period	CGEM	PTA
1 month	+21.11%	-0.60%
3 months	+11.33%	+0.98%
6 months	+53.08%	+1.89%
1 year	+113.95%	+3.42%
5 years(CAGR)	-9.45%	+2.67%
Max(CAGR)	-10.31%	+3.27%

Winner

CGEM

+21.11%

PTA

-0.60%

Winner

CGEM

+11.33%

PTA

+0.98%

Winner

CGEM

+53.08%

PTA

+1.89%

Winner

CGEM

+113.95%

PTA

+3.42%

5Y(CAGR)

CGEM

-9.45%

Winner

PTA

+2.67%

Max(CAGR)

CGEM

-10.31%

Winner

PTA

+3.27%

CGEM vs PTA - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	CGEM	PTA
2026	+62.15%	+3.01%
2025	-16.46%	+7.37%
2024	+15.01%	+14.27%
2023	-4.59%	+9.03%
2022	-36.02%	-21.07%
2021	-48.41%	+0.86%
2020	N/A	+4.53%

CGEM vs PTA Drawdown Comparison

The maximum drawdown for CGEM was -89.24%, occurring on Oct 2, 2025. 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 CGEM drawdown is -69.28%. The current PTA drawdown is -2.18%.

Rank	CGEM	PTA
#1	-89.24% Mar 10, 2021 - Oct 2, 2025	-28.72% Sep 3, 2021 - Aug 16, 2024
#2	-17.29% Mar 2, 2021 - Mar 10, 2021	-13.01% Oct 16, 2024 - Jul 1, 2025
#3	-12.59% Jan 25, 2021 - Feb 11, 2021	-9.49% Sep 19, 2025 - Mar 30, 2026
#4	-11.61% Feb 19, 2021 - Mar 1, 2021	-4.27% Dec 28, 2020 - Jun 4, 2021
#5	-9.65% Jan 14, 2021 - Jan 20, 2021	-2.28% Jul 6, 2021 - Sep 1, 2021
#6	-6.39% Jan 8, 2021 - Jan 13, 2021	-2.05% Jul 17, 2025 - Jul 31, 2025
#7	-0.23% Feb 17, 2021 - Feb 19, 2021	-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