PTA vs CCB
Comparison between Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund (PTA, Company) and Coastal Financial Corp (CCB, Company).
Both PTA and CCB are from the Financial Services sector.
5-Year PerformanceCCB has outperformed PTA, delivering a return of +19.1% compared to +2.5%
PTA vs CCB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
PTA vs CCB - Historical Returns
Returns include dividend reinvestment.
PTA vs CCB - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | PTA | CCB |
|---|---|---|
| 2026 | +1.86% | -35.03% |
| 2025 | +7.37% | +35.21% |
| 2024 | +14.27% | +93.95% |
| 2023 | +9.03% | -4.21% |
| 2022 | -21.07% | -4.60% |
| 2021 | +0.86% | +152.72% |
| 2020 | +4.53% | +29.23% |
| 2019 | N/A | +9.80% |
| 2018 | N/A | -7.13% |
PTA vs CCB Drawdown Comparison
The maximum drawdown for PTA was -28.72%, occurring on May 15, 2023. Recovery took 741 trading sessions.
The maximum drawdown for CCB was -50.22%, occurring on Mar 18, 2020. Recovery took 197 trading sessions.
The current PTA drawdown is -3.27%. The current CCB drawdown is -38.13%.
| Rank | PTA | CCB |
|---|---|---|
| #1 | -28.72% Sep 3, 2021 - Aug 16, 2024 | -50.22% Jan 30, 2020 - Nov 9, 2020 |
| #2 | -13.01% Oct 16, 2024 - Jul 1, 2025 | -42.99% Jan 8, 2026 - Jun 3, 2026 |
| #3 | -9.49% Sep 19, 2025 - Mar 30, 2026 | -39.02% Dec 7, 2022 - Aug 30, 2024 |
| #4 | -4.27% Dec 28, 2020 - Jun 4, 2021 | -32.48% Jan 7, 2022 - Dec 7, 2022 |
| #5 | -2.28% Jul 6, 2021 - Sep 1, 2021 | -30.56% Sep 12, 2018 - Jan 30, 2020 |
| #6 | -2.05% Jul 17, 2025 - Jul 31, 2025 | -21.55% Mar 3, 2025 - Jul 2, 2025 |
| #7 | -1.77% Nov 25, 2020 - Dec 10, 2020 | -18.64% Mar 12, 2021 - May 10, 2021 |
| #8 | -1.49% Aug 12, 2025 - Aug 19, 2025 | -15.71% Sep 26, 2025 - Dec 22, 2025 |
| #9 | -1.31% Dec 18, 2020 - Dec 23, 2020 | -13.98% May 10, 2021 - Sep 29, 2021 |
| #10 | -1.18% Jun 4, 2021 - Jul 1, 2021 | -13.67% Nov 24, 2021 - Dec 17, 2021 |
| #11 | -1.05% Dec 15, 2020 - Dec 18, 2020 | -11.21% Dec 15, 2020 - Feb 11, 2021 |
| #12 | -1.04% Oct 2, 2024 - Oct 8, 2024 | -11.19% Jul 9, 2025 - Aug 13, 2025 |
| #13 | -0.93% Aug 27, 2024 - Sep 16, 2024 | -8.55% Aug 30, 2024 - Sep 30, 2024 |
| #14 | -0.89% Aug 22, 2025 - Sep 4, 2025 | -8.07% Dec 16, 2024 - Dec 30, 2024 |
| #15 | -0.84% Jul 9, 2025 - Jul 16, 2025 | -7.34% Dec 30, 2024 - Jan 28, 2025 |
Correlation
Correlation between PTA and CCB is 0.65 which considered as a moderate positive correlation - the stocks show some tendency to move together.
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