PTA vs NMAX

Comparison between Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund (PTA, Company) and Newsmax Inc Class B (NMAX, Company).

PTA is from the Financial Services sector, while NMAX is from the Communication Services sector.

PTA vs NMAX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PTA(COMPANY)	NMAX(COMPANY)
Market Cap	$1.09B	$1.09B
Max Drawdown	38.77%	97.79%
Sharpe Ratio	0.03	-0.30
5Y Beta	N/A	0.99
Industry	Asset Management	Broadcasting
P/E Ratio	12.12	-8.33
5Y Dividends CAGR	10.87%	N/A
Debt to Equity	N/A	0.00%
Free Cash Flow Yield	N/A	-8.63%
P/S Ratio	12.00	5.61
P/B Ratio	0.93	10.03

Market Cap

Winner

PTA

$1.09B

NMAX

$1.09B

Max Drawdown

Winner

PTA

38.77%

NMAX

97.79%

Sharpe Ratio

Winner

PTA

0.03

NMAX

-0.30

5Y Beta

PTA

N/A

NMAX

0.99

Industry

PTA

Asset Management

NMAX

Broadcasting

P/E Ratio

PTA

12.12

Winner

NMAX

-8.33

5Y Dividends CAGR

PTA

10.87%

NMAX

N/A

Debt to Equity

PTA

N/A

NMAX

0.00%

Free Cash Flow Yield

PTA

N/A

NMAX

-8.63%

P/S Ratio

PTA

12.00

Winner

NMAX

5.61

P/B Ratio

Winner

PTA

0.93

NMAX

10.03

PTA vs NMAX - Historical Returns

Returns include dividend reinvestment.

Period	PTA	NMAX
1 month	-0.60%	+13.47%
3 months	+0.98%	+24.23%
6 months	+1.89%	+7.18%
1 year	+3.42%	-39.99%
5 years(CAGR)	+2.67%	N/A
Max(CAGR)	+3.27%	-82.92%

PTA

-0.60%

Winner

NMAX

+13.47%

PTA

+0.98%

Winner

NMAX

+24.23%

PTA

+1.89%

Winner

NMAX

+7.18%

Winner

PTA

+3.42%

NMAX

-39.99%

5Y(CAGR)

PTA

+2.67%

NMAX

N/A

Max(CAGR)

Winner

PTA

+3.27%

NMAX

-82.92%

PTA vs NMAX - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	PTA	NMAX
2026	+3.01%	+7.99%
2025	+7.37%	-90.74%
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 NMAX Drawdown Comparison

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

The maximum drawdown for NMAX was -97.79%, occurring on Mar 30, 2026. This drawdown has not yet recovered.

The current PTA drawdown is -2.18%. The current NMAX drawdown is -96.35%.

Rank	PTA	NMAX
#1	-28.72% Sep 3, 2021 - Aug 16, 2024	-97.79% Apr 1, 2025 - Mar 30, 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 NMAX is -0.59 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.59

-101