OPK vs PTA

Comparison between Opko Health Inc (OPK, Company) and Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund (PTA, Company).

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

5-Year PerformancePTA has outperformed OPK, delivering a return of +2.8% compared to -17.5%

OPK vs PTA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	OPK(COMPANY)	PTA(COMPANY)
Market Cap	$1.09B	$1.09B
Max Drawdown	98.17%	38.77%
Sharpe Ratio	0.22	0.30
5Y Beta	0.83	N/A
Industry	Diagnostics & Research	Asset Management
P/E Ratio	-4.32	12.12
Forward P/E	53.76	N/A
PEG Ratio	-0.07	N/A
5Y Dividends CAGR	N/A	17.43%
Debt to Equity	0.29%	N/A
Free Cash Flow Yield	-14.94%	N/A
P/S Ratio	1.87	12.00
P/B Ratio	0.90	0.93

Market Cap

Winner

OPK

$1.09B

PTA

$1.09B

Max Drawdown

OPK

98.17%

Winner

PTA

38.77%

Sharpe Ratio

OPK

0.22

Winner

PTA

0.30

5Y Beta

OPK

0.83

PTA

N/A

Industry

OPK

Diagnostics & Research

PTA

Asset Management

P/E Ratio

Winner

OPK

-4.32

PTA

12.12

Forward P/E

OPK

53.76

PTA

N/A

PEG Ratio

OPK

-0.07

PTA

N/A

5Y Dividends CAGR

OPK

N/A

PTA

17.43%

Debt to Equity

OPK

0.29%

PTA

N/A

Free Cash Flow Yield

OPK

-14.94%

PTA

N/A

P/S Ratio

Winner

OPK

1.87

PTA

12.00

P/B Ratio

Winner

OPK

0.90

PTA

0.93

OPK vs PTA - Historical Returns

Returns include dividend reinvestment.

Period	OPK	PTA
1 month	+29.09%	-1.66%
3 months	+22.41%	+3.00%
6 months	+2.90%	+4.06%
1 year	+5.97%	+6.55%
5 years(CAGR)	-17.51%	+2.85%
10 years(CAGR)	-17.10%	N/A
Max(CAGR)	-5.42%	+3.34%

Winner

OPK

+29.09%

PTA

-1.66%

Winner

OPK

+22.41%

PTA

+3.00%

OPK

+2.90%

Winner

PTA

+4.06%

OPK

+5.97%

Winner

PTA

+6.55%

5Y(CAGR)

OPK

-17.51%

Winner

PTA

+2.85%

10Y(CAGR)

OPK

-17.10%

PTA

N/A

Max(CAGR)

OPK

-5.42%

Winner

PTA

+3.34%

OPK vs PTA - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	OPK	PTA
2026	+11.81%	+3.04%
2025	-13.10%	+7.37%
2024	-6.37%	+14.27%
2023	+23.77%	+9.03%
2022	-74.65%	-21.07%
2021	+14.52%	+0.86%
2020	+165.10%	+4.53%
2019	-55.32%	N/A
2018	-39.44%	N/A
2017	-46.09%	N/A
2016	-7.00%	N/A
2015	+1.21%	N/A
2014	+18.79%	N/A
2013	+68.80%	N/A
2012	-1.43%	N/A
2011	+24.68%	N/A
2010	+88.21%	N/A
2009	+15.82%	N/A
2008	-43.94%	N/A
2007	+216.67%	N/A
2006	+107.32%	N/A
2005	+28.12%	N/A
2004	-60.00%	N/A
2003	+83.47%	N/A
2002	-89.06%	N/A
2001	-53.26%	N/A
2000	-1.67%	N/A
1999	+20.00%	N/A

OPK vs PTA Drawdown Comparison

The maximum drawdown for OPK was -98.17%, occurring on Jan 3, 2005. Recovery took 3835 trading sessions.

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

The current OPK drawdown is -92.57%. The current PTA drawdown is -2.15%.

Rank	OPK	PTA
#1	-98.17% Feb 18, 2000 - May 20, 2015	-28.72% Sep 3, 2021 - Aug 16, 2024
#2	-95.47% Jun 3, 2015 - Mar 18, 2024	-13.01% Oct 16, 2024 - Jul 1, 2025
#3	-24.98% Jan 28, 2000 - Feb 17, 2000	-9.49% Sep 19, 2025 - Mar 30, 2026
#4	-24.83% Dec 13, 1999 - Jan 20, 2000	-4.27% Dec 28, 2020 - Jun 4, 2021
#5	-8.58% Nov 16, 1999 - Dec 10, 1999	-2.28% Jul 6, 2021 - Sep 1, 2021
#6	-6.86% Jan 24, 2000 - Jan 27, 2000	-2.05% Jul 17, 2025 - Jul 31, 2025
#7	-3.85% Nov 9, 1999 - Nov 16, 1999	-1.77% Nov 25, 2020 - Dec 10, 2020
#8	-2.92% Nov 2, 1999 - Nov 9, 1999	-1.49% Aug 12, 2025 - Aug 19, 2025
#9	-2.44% May 20, 2015 - Jun 1, 2015	-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