PTA vs DLX
Comparison between Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund (PTA, Company) and Deluxe Corp (DLX, Company).
PTA is from the Financial Services sector, while DLX is from the Industrials sector.
5-Year PerformancePTA has outperformed DLX, delivering a return of +2.5% compared to -5.8%
PTA vs DLX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
PTA vs DLX - Historical Returns
Returns include dividend reinvestment.
PTA vs DLX - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | PTA | DLX |
|---|---|---|
| 2026 | +4.12% | +13.04% |
| 2025 | +7.37% | +6.31% |
| 2024 | +14.27% | +11.10% |
| 2023 | +9.03% | +25.90% |
| 2022 | -21.07% | -45.07% |
| 2021 | +0.86% | +13.55% |
| 2020 | +4.53% | -38.62% |
| 2019 | N/A | +31.02% |
| 2018 | N/A | -49.06% |
| 2017 | N/A | +8.73% |
| 2016 | N/A | +38.05% |
| 2015 | N/A | -9.73% |
| 2014 | N/A | +25.13% |
| 2013 | N/A | +63.31% |
| 2012 | N/A | +44.37% |
| 2011 | N/A | +0.47% |
| 2010 | N/A | +55.20% |
| 2009 | N/A | +6.37% |
| 2008 | N/A | -49.78% |
| 2007 | N/A | +31.99% |
| 2006 | N/A | -13.37% |
| 2005 | N/A | -14.87% |
| 2004 | N/A | -5.11% |
| 2003 | N/A | +1.80% |
| 2002 | N/A | +5.65% |
| 2001 | N/A | +123.77% |
| 2000 | N/A | -0.82% |
| 1999 | N/A | -0.62% |
PTA vs DLX Drawdown Comparison
The maximum drawdown for PTA was -28.72%, occurring on May 15, 2023. Recovery took 741 trading sessions.
The maximum drawdown for DLX was -84.68%, occurring on Mar 9, 2009. Recovery took 1420 trading sessions.
The current PTA drawdown is -1.13%. The current DLX drawdown is -53.66%.
| Rank | PTA | DLX |
|---|---|---|
| #1 | -28.72% Sep 3, 2021 - Aug 16, 2024 | -84.68% Jun 1, 2007 - Jan 22, 2013 |
| #2 | -13.01% Oct 16, 2024 - Jul 1, 2025 | -78.58% Jan 22, 2018 - May 4, 2023 |
| #3 | -9.49% Sep 19, 2025 - Mar 30, 2026 | -68.13% Oct 15, 2002 - May 16, 2007 |
| #4 | -4.27% Dec 28, 2020 - Jun 4, 2021 | -32.12% Mar 19, 2002 - Oct 15, 2002 |
| #5 | -2.28% Jul 6, 2021 - Sep 1, 2021 | -28.87% Feb 3, 2000 - Feb 1, 2001 |
| #6 | -2.05% Jul 17, 2025 - Jul 31, 2025 | -25.60% Apr 22, 2015 - Jul 11, 2016 |
| #7 | -1.77% Nov 25, 2020 - Dec 10, 2020 | -19.59% Mar 20, 2013 - Aug 1, 2013 |
| #8 | -1.49% Aug 12, 2025 - Aug 19, 2025 | -14.95% Jan 9, 2014 - Mar 18, 2014 |
| #9 | -1.31% Dec 18, 2020 - Dec 23, 2020 | -14.66% Sep 22, 2016 - Nov 25, 2016 |
| #10 | -1.18% Jun 4, 2021 - Jul 1, 2021 | -11.59% Sep 3, 2014 - Oct 28, 2014 |
| #11 | -1.05% Dec 15, 2020 - Dec 18, 2020 | -11.29% Feb 21, 2017 - Dec 13, 2017 |
| #12 | -1.04% Oct 2, 2024 - Oct 8, 2024 | -10.36% Nov 1, 1999 - Dec 1, 1999 |
| #13 | -0.93% Aug 27, 2024 - Sep 16, 2024 | -9.59% Dec 7, 1999 - Feb 3, 2000 |
| #14 | -0.89% Aug 22, 2025 - Sep 4, 2025 | -9.18% Jul 1, 2014 - Aug 27, 2014 |
| #15 | -0.84% Jul 9, 2025 - Jul 16, 2025 | -9.02% Apr 2, 2014 - Apr 30, 2014 |
Correlation
Correlation between PTA and DLX is 0.42 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
Dividend Comparison (1999 - 2026)
PTA vs DLX dividend yield comparison.
| Year | PTA | DLX |
|---|---|---|
| 2026 | 4.14% | 2.45% |
| 2025 | 8.33% | 5.37% |
| 2024 | 8.37% | 5.31% |
| 2023 | 8.93% | 5.59% |
| 2022 | 8.83% | 7.07% |
| 2021 | 7.10% | 3.74% |
| 2020 | 0.50% | 4.11% |
| 2019 | 0.00% | 2.40% |
| 2018 | 0.00% | 3.12% |
| 2017 | 0.00% | 1.56% |
| 2016 | 0.00% | 1.68% |
| 2015 | 0.00% | 2.20% |
| 2014 | 0.00% | 1.85% |
| 2013 | 0.00% | 1.92% |
| 2012 | 0.00% | 3.10% |
| 2011 | 0.00% | 4.39% |
| 2010 | 0.00% | 4.34% |
| 2009 | 0.00% | 6.76% |
| 2008 | 0.00% | 6.68% |
| 2007 | 0.00% | 3.04% |
| 2006 | 0.00% | 5.16% |
| 2005 | 0.00% | 5.31% |
| 2004 | 0.00% | 3.96% |
| 2003 | 0.00% | 3.58% |
| 2002 | 0.00% | 3.52% |
| 2001 | 0.00% | 17.57% |
| 2000 | 0.00% | 4.75% |
| 1999 | 0.00% | 1.09% |
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