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PTA vs ASM

Comparison between Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund (PTA, Company) and Avino Silver & Gold Mines Ltd (ASM, Company).

PTA is from the Financial Services sector, while ASM is from the Basic Materials sector.

5-Year PerformanceASM has outperformed PTA, delivering a return of +41.9% compared to +2.3%

PTA vs ASM - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
PTA
$1.09B
ASM
$1.09B
Max Drawdown
Winner
PTA
38.77%
ASM
94.10%
Sharpe Ratio
PTA
0.04
Winner
ASM
0.94
5Y Beta
PTA
N/A
ASM
1.84
Industry
PTA
Asset Management
ASM
Other Precious Metals & Mining
P/E Ratio
Winner
PTA
12.12
ASM
28.10
Forward P/E
PTA
N/A
ASM
15.55
PEG Ratio
PTA
N/A
ASM
0.19
5Y Dividends CAGR
PTA
10.87%
ASM
N/A
Debt to Equity
PTA
N/A
ASM
3.03%
Free Cash Flow Yield
PTA
N/A
ASM
1.17%
P/S Ratio
PTA
12.00
Winner
ASM
9.72
P/B Ratio
Winner
PTA
0.93
ASM
3.85

PTA vs ASM - Historical Returns

Returns include dividend reinvestment.

1M
Winner
PTA
+0.01%
ASM
-3.32%
3M
Winner
PTA
-0.18%
ASM
-18.67%
6M
Winner
PTA
-0.21%
ASM
-39.20%
1Y
PTA
+3.84%
Winner
ASM
+56.18%
5Y(CAGR)
PTA
+2.34%
Winner
ASM
+41.85%
10Y(CAGR)
PTA
N/A
ASM
+8.30%
Max(CAGR)
PTA
+3.06%
Winner
ASM
+7.20%

PTA vs ASM - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

YearPTAASM
2026+1.87%-3.97%
2025+7.37%+541.93%
2024+14.27%+70.41%
2023+9.03%-25.90%
2022-21.07%-19.04%
2021+0.86%-38.50%
2020+4.53%+109.68%
2019N/A-10.81%
2018N/A-57.93%
2017N/A-6.29%
2016N/A+53.40%
2015N/A-28.56%
2014N/A+5.00%
2013N/A-39.38%
2012N/A+11.59%
2011N/A-50.18%
2010N/A+251.10%
2009N/A+71.43%
2008N/A-76.55%
2007N/A-1.23%
2006N/A-4.37%
2005N/A+20.74%

PTA vs ASM Drawdown Comparison

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

The maximum drawdown for ASM was -94.10%, occurring on Dec 3, 2008. Recovery took 4828 trading sessions.

The current PTA drawdown is -3.26%. The current ASM drawdown is -49.42%.

RankPTAASM
#1-28.72%
Sep 3, 2021 - Aug 16, 2024
-94.10%
May 1, 2006 - Jul 10, 2025
#2-13.01%
Oct 16, 2024 - Jul 1, 2025
-52.40%
Jan 28, 2026 - Mar 20, 2026
#3-9.49%
Sep 19, 2025 - Mar 30, 2026
-36.41%
Oct 15, 2025 - Dec 22, 2025
#4-4.27%
Dec 28, 2020 - Jun 4, 2021
-25.87%
Jul 14, 2025 - Aug 27, 2025
#5-2.28%
Jul 6, 2021 - Sep 1, 2021
-21.28%
Jan 4, 2006 - Jan 25, 2006
#6-2.05%
Jul 17, 2025 - Jul 31, 2025
-17.45%
Mar 2, 2006 - Mar 27, 2006
#7-1.77%
Nov 25, 2020 - Dec 10, 2020
-14.53%
Apr 3, 2006 - Apr 26, 2006
#8-1.49%
Aug 12, 2025 - Aug 19, 2025
-13.95%
Dec 26, 2025 - Jan 16, 2026
#9-1.31%
Dec 18, 2020 - Dec 23, 2020
-12.26%
Sep 2, 2025 - Sep 22, 2025
#10-1.18%
Jun 4, 2021 - Jul 1, 2021
-10.89%
Feb 6, 2006 - Feb 17, 2006
#11-1.05%
Dec 15, 2020 - Dec 18, 2020
-9.72%
Nov 25, 2005 - Dec 28, 2005
#12-1.04%
Oct 2, 2024 - Oct 8, 2024
-7.71%
Oct 3, 2025 - Oct 14, 2025
#13-0.93%
Aug 27, 2024 - Sep 16, 2024
-7.35%
Jan 25, 2006 - Jan 30, 2006
#14-0.89%
Aug 22, 2025 - Sep 4, 2025
-5.51%
Apr 26, 2006 - Apr 28, 2006
#15-0.84%
Jul 9, 2025 - Jul 16, 2025
-5.07%
Sep 22, 2025 - Sep 25, 2025

Correlation

Correlation between PTA and ASM is 0.73 which considered as a strong positive correlation - the stocks tend to move together.

0.73
-101

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