PTA vs NUTX

Comparison between Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund (PTA, Company) and Nutex Health Inc (NUTX, Company).

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

5-Year PerformancePTA has outperformed NUTX, delivering a return of +2.3% compared to -19.4%

PTA vs NUTX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PTA(COMPANY)	NUTX(COMPANY)
Market Cap	$1.09B	$1.09B
Max Drawdown	38.77%	99.99%
Sharpe Ratio	0.04	0.88
5Y Beta	N/A	1.57
Industry	Asset Management	Medical Care Facilities
P/E Ratio	12.12	9.88
5Y Dividends CAGR	10.87%	N/A
Debt to Equity	N/A	11.84%
Free Cash Flow Yield	N/A	22.97%
P/S Ratio	12.00	1.23
P/B Ratio	0.93	3.34

Market Cap

PTA

$1.09B

Winner

NUTX

$1.09B

Max Drawdown

Winner

PTA

38.77%

NUTX

99.99%

Sharpe Ratio

PTA

0.04

Winner

NUTX

0.88

5Y Beta

PTA

N/A

NUTX

1.57

Industry

PTA

Asset Management

NUTX

Medical Care Facilities

P/E Ratio

PTA

12.12

Winner

NUTX

9.88

5Y Dividends CAGR

PTA

10.87%

NUTX

N/A

Debt to Equity

PTA

N/A

NUTX

11.84%

Free Cash Flow Yield

PTA

N/A

NUTX

22.97%

P/S Ratio

PTA

12.00

Winner

NUTX

1.23

P/B Ratio

Winner

PTA

0.93

NUTX

3.34

PTA vs NUTX - Historical Returns

Returns include dividend reinvestment.

Period	PTA	NUTX
1 month	+0.01%	+4.30%
3 months	-0.18%	+40.49%
6 months	-0.21%	-1.70%
1 year	+3.84%	+65.30%
5 years(CAGR)	+2.34%	-19.35%
10 years(CAGR)	N/A	-29.01%
Max(CAGR)	+3.06%	+5.54%

PTA

+0.01%

Winner

NUTX

+4.30%

PTA

-0.18%

Winner

NUTX

+40.49%

Winner

PTA

-0.21%

NUTX

-1.70%

PTA

+3.84%

Winner

NUTX

+65.30%

5Y(CAGR)

Winner

PTA

+2.34%

NUTX

-19.35%

10Y(CAGR)

PTA

N/A

NUTX

-29.01%

Max(CAGR)

PTA

+3.06%

Winner

NUTX

+5.54%

PTA vs NUTX - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	PTA	NUTX
2026	+1.87%	+3.62%
2025	+7.37%	+374.14%
2024	+14.27%	+5.63%
2023	+9.03%	-90.95%
2022	-21.07%	-61.62%
2021	+0.86%	+205.19%
2020	+4.53%	-32.16%
2019	N/A	-6.98%
2018	N/A	-90.00%
2017	N/A	-28.57%
2016	N/A	+133.33%
2015	N/A	-92.50%
2014	N/A	-46.67%
2013	N/A	+74900.00%

PTA vs NUTX Drawdown Comparison

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

The maximum drawdown for NUTX was -99.99%, occurring on Jul 9, 2024. This drawdown has not yet recovered.

The current PTA drawdown is -3.26%. The current NUTX drawdown is -99.73%.

Rank	PTA	NUTX
#1	-28.72% Sep 3, 2021 - Aug 16, 2024	-99.99% Dec 31, 2013 - Jul 9, 2024
#2	-13.01% Oct 16, 2024 - Jul 1, 2025	-1.96% Aug 7, 2013 - Dec 31, 2013
#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