PTA vs BRBI

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

Both PTA and BRBI are from the Financial Services sector.

PTA vs BRBI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PTA(COMPANY)	BRBI(COMPANY)
Market Cap	$1.09B	$1.10B
Max Drawdown	38.77%	54.54%
Sharpe Ratio	0.03	-0.78
5Y Beta	N/A	0.43
Industry	Asset Management	Capital Markets
P/E Ratio	12.12	32.35
5Y Dividends CAGR	10.87%	N/A
P/S Ratio	12.00	2.06
P/B Ratio	0.93	7.28

Market Cap

PTA

$1.09B

Winner

BRBI

$1.10B

Max Drawdown

Winner

PTA

38.77%

BRBI

54.54%

Sharpe Ratio

Winner

PTA

0.03

BRBI

-0.78

5Y Beta

PTA

N/A

BRBI

0.43

Industry

PTA

Asset Management

BRBI

Capital Markets

P/E Ratio

Winner

PTA

12.12

BRBI

32.35

5Y Dividends CAGR

PTA

10.87%

BRBI

N/A

P/S Ratio

PTA

12.00

Winner

BRBI

2.06

P/B Ratio

Winner

PTA

0.93

BRBI

7.28

PTA vs BRBI - Historical Returns

Returns include dividend reinvestment.

Period	PTA	BRBI
1 month	-0.60%	+0.69%
3 months	+0.98%	-23.13%
6 months	+1.89%	-12.80%
1 year	+3.42%	-47.97%
5 years(CAGR)	+2.67%	N/A
Max(CAGR)	+3.27%	-54.86%

PTA

-0.60%

Winner

BRBI

+0.69%

Winner

PTA

+0.98%

BRBI

-23.13%

Winner

PTA

+1.89%

BRBI

-12.80%

Winner

PTA

+3.42%

BRBI

-47.97%

5Y(CAGR)

PTA

+2.67%

BRBI

N/A

Max(CAGR)

Winner

PTA

+3.27%

BRBI

-54.86%

PTA vs BRBI - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	PTA	BRBI
2026	+3.01%	-14.48%
2025	+7.37%	-39.16%
2024	+14.27%	N/A
2023	+9.03%	N/A
2022	-21.07%	N/A
2021	+0.86%	N/A
2020	+4.53%	N/A

PTA vs BRBI Drawdown Comparison

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

The maximum drawdown for BRBI was -51.65%, occurring on Jun 24, 2026. This drawdown has not yet recovered.

The current PTA drawdown is -2.18%. The current BRBI drawdown is -47.97%.

Rank	PTA	BRBI
#1	-28.72% Sep 3, 2021 - Aug 16, 2024	-51.65% Sep 19, 2025 - Jun 24, 2026
#2	-13.01% Oct 16, 2024 - Jul 1, 2025	N/A
#3	-9.49% Sep 19, 2025 - Mar 30, 2026	N/A
#4	-4.27% Dec 28, 2020 - Jun 4, 2021	N/A
#5	-2.28% Jul 6, 2021 - Sep 1, 2021	N/A
#6	-2.05% Jul 17, 2025 - Jul 31, 2025	N/A
#7	-1.77% Nov 25, 2020 - Dec 10, 2020	N/A
#8	-1.49% Aug 12, 2025 - Aug 19, 2025	N/A
#9	-1.31% Dec 18, 2020 - Dec 23, 2020	N/A
#10	-1.18% Jun 4, 2021 - Jul 1, 2021	N/A
#11	-1.05% Dec 15, 2020 - Dec 18, 2020	N/A
#12	-1.04% Oct 2, 2024 - Oct 8, 2024	N/A
#13	-0.93% Aug 27, 2024 - Sep 16, 2024	N/A
#14	-0.89% Aug 22, 2025 - Sep 4, 2025	N/A
#15	-0.84% Jul 9, 2025 - Jul 16, 2025	N/A

Correlation

Correlation between PTA and BRBI is -0.32 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.32

-101