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PTA vs PRCT

Comparison between Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund (PTA, Company) and Procept BioRobotics Corp (PRCT, Company).

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

5-Year PerformancePTA has outperformed PRCT, delivering a return of +2.7% compared to -14.9%

PTA vs PRCT - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
PTA
$1.09B
PRCT
$1.09B
Max Drawdown
Winner
PTA
38.77%
PRCT
80.74%
Sharpe Ratio
Winner
PTA
0.03
PRCT
-1.49
5Y Beta
PTA
N/A
PRCT
1.03
Industry
PTA
Asset Management
PRCT
Medical Devices
P/E Ratio
PTA
12.12
Winner
PRCT
-10.51
PEG Ratio
PTA
N/A
PRCT
-1.33
5Y Dividends CAGR
PTA
10.87%
PRCT
N/A
Debt to Equity
PTA
N/A
PRCT
14.86%
Free Cash Flow Yield
PTA
N/A
PRCT
-7.39%
P/S Ratio
PTA
12.00
Winner
PRCT
3.47
P/B Ratio
Winner
PTA
0.93
PRCT
3.13

PTA vs PRCT - Historical Returns

Returns include dividend reinvestment.

1M
Winner
PTA
-0.60%
PRCT
-13.12%
3M
Winner
PTA
+0.98%
PRCT
-21.70%
6M
Winner
PTA
+1.89%
PRCT
-36.80%
1Y
Winner
PTA
+3.42%
PRCT
-66.34%
5Y(CAGR)
Winner
PTA
+2.67%
PRCT
-14.93%
Max(CAGR)
Winner
PTA
+3.27%
PRCT
-14.93%

PTA vs PRCT - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

YearPTAPRCT
2026+3.01%-37.58%
2025+7.37%-62.17%
2024+14.27%+94.31%
2023+9.03%+5.94%
2022-21.07%+63.80%
2021+0.86%-40.37%
2020+4.53%N/A

PTA vs PRCT Drawdown Comparison

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

The maximum drawdown for PRCT was -80.74%, occurring on Jul 15, 2026. This drawdown has not yet recovered.

The current PTA drawdown is -2.18%. The current PRCT drawdown is -80.69%.

RankPTAPRCT
#1-28.72%
Sep 3, 2021 - Aug 16, 2024
-80.74%
Dec 4, 2024 - Jul 15, 2026
#2-13.01%
Oct 16, 2024 - Jul 1, 2025
-63.51%
Oct 13, 2021 - Sep 8, 2022
#3-9.49%
Sep 19, 2025 - Mar 30, 2026
-50.86%
Sep 9, 2022 - Feb 27, 2024
#4-4.27%
Dec 28, 2020 - Jun 4, 2021
-21.37%
Sep 20, 2024 - Oct 28, 2024
#5-2.28%
Jul 6, 2021 - Sep 1, 2021
-20.95%
Jul 17, 2024 - Aug 21, 2024
#6-2.05%
Jul 17, 2025 - Jul 31, 2025
-16.04%
May 15, 2024 - Jul 12, 2024
#7-1.77%
Nov 25, 2020 - Dec 10, 2020
-14.38%
Sep 15, 2021 - Oct 12, 2021
#8-1.49%
Aug 12, 2025 - Aug 19, 2025
-13.28%
Nov 8, 2024 - Nov 26, 2024
#9-1.31%
Dec 18, 2020 - Dec 23, 2020
-10.04%
Aug 21, 2024 - Sep 20, 2024
#10-1.18%
Jun 4, 2021 - Jul 1, 2021
-9.89%
Feb 27, 2024 - Apr 9, 2024
#11-1.05%
Dec 15, 2020 - Dec 18, 2020
-6.92%
Oct 29, 2024 - Nov 4, 2024
#12-1.04%
Oct 2, 2024 - Oct 8, 2024
-6.14%
May 3, 2024 - May 14, 2024
#13-0.93%
Aug 27, 2024 - Sep 16, 2024
-5.87%
Apr 11, 2024 - Apr 23, 2024
#14-0.89%
Aug 22, 2025 - Sep 4, 2025
-3.71%
Nov 26, 2024 - Dec 4, 2024
#15-0.84%
Jul 9, 2025 - Jul 16, 2025
-3.62%
Jul 12, 2024 - Jul 16, 2024

Correlation

Correlation between PTA and PRCT is 0.16 which considered as a very weak or no correlation - the stocks move independently of each other.

0.16
-101

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