PTA vs CGEM

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

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

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

PTA vs CGEM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

PTA

$1.09B

Winner

CGEM

$1.10B

Max Drawdown

Winner

PTA

38.77%

CGEM

89.24%

Sharpe Ratio

PTA

0.03

Winner

CGEM

1.32

5Y Beta

PTA

N/A

CGEM

1.07

Industry

PTA

Asset Management

CGEM

Biotechnology

P/E Ratio

PTA

12.12

Winner

CGEM

-4.83

Forward P/E

PTA

N/A

CGEM

6.74

PEG Ratio

PTA

N/A

CGEM

-0.24

5Y Dividends CAGR

PTA

10.87%

CGEM

N/A

Debt to Equity

PTA

N/A

CGEM

0.00%

Free Cash Flow Yield

PTA

N/A

CGEM

-16.31%

P/S Ratio

Winner

PTA

12.00

CGEM

25.86

P/B Ratio

Winner

PTA

0.93

CGEM

2.98

PTA vs CGEM - Historical Returns

Returns include dividend reinvestment.

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

PTA

-0.60%

Winner

CGEM

+21.11%

PTA

+0.98%

Winner

CGEM

+11.33%

PTA

+1.89%

Winner

CGEM

+53.08%

PTA

+3.42%

Winner

CGEM

+113.95%

5Y(CAGR)

Winner

PTA

+2.67%

CGEM

-9.45%

Max(CAGR)

Winner

PTA

+3.27%

CGEM

-10.31%

PTA vs CGEM - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

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

PTA vs CGEM Drawdown Comparison

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

The maximum drawdown for CGEM was -89.24%, occurring on Oct 2, 2025. This drawdown has not yet recovered.

The current PTA drawdown is -2.18%. The current CGEM drawdown is -69.28%.

Rank	PTA	CGEM
#1	-28.72% Sep 3, 2021 - Aug 16, 2024	-89.24% Mar 10, 2021 - Oct 2, 2025
#2	-13.01% Oct 16, 2024 - Jul 1, 2025	-17.29% Mar 2, 2021 - Mar 10, 2021
#3	-9.49% Sep 19, 2025 - Mar 30, 2026	-12.59% Jan 25, 2021 - Feb 11, 2021
#4	-4.27% Dec 28, 2020 - Jun 4, 2021	-11.61% Feb 19, 2021 - Mar 1, 2021
#5	-2.28% Jul 6, 2021 - Sep 1, 2021	-9.65% Jan 14, 2021 - Jan 20, 2021
#6	-2.05% Jul 17, 2025 - Jul 31, 2025	-6.39% Jan 8, 2021 - Jan 13, 2021
#7	-1.77% Nov 25, 2020 - Dec 10, 2020	-0.23% Feb 17, 2021 - Feb 19, 2021
#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