PTA vs PXED

Comparison between Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund (PTA, Company) and Phoenix Education Partners Inc (PXED, Company).

PTA is from the Financial Services sector, while PXED is from the Consumer Defensive sector.

PTA vs PXED - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PTA(COMPANY)	PXED(COMPANY)
Market Cap	$1.09B	$1.09B
Max Drawdown	38.77%	30.54%
Sharpe Ratio	0.17	-0.33
5Y Beta	N/A	0.97
Industry	Asset Management	Education & Training Services
P/E Ratio	12.12	11.23
Forward P/E	N/A	6.33
Dividend Yield	N/A	1.38%
5Y Dividends CAGR	17.43%	N/A
Debt to Equity	N/A	0.00%
Free Cash Flow Yield	N/A	7.42%
P/S Ratio	12.00	1.08
P/B Ratio	0.93	3.76

Market Cap

PTA

$1.09B

Winner

PXED

$1.09B

Max Drawdown

PTA

38.77%

Winner

PXED

30.54%

Sharpe Ratio

Winner

PTA

0.17

PXED

-0.33

5Y Beta

PTA

N/A

PXED

0.97

Industry

PTA

Asset Management

PXED

Education & Training Services

P/E Ratio

PTA

12.12

Winner

PXED

11.23

Forward P/E

PTA

N/A

PXED

6.33

Dividend Yield

PTA

N/A

PXED

1.38%

5Y Dividends CAGR

PTA

17.43%

PXED

N/A

Debt to Equity

PTA

N/A

PXED

0.00%

Free Cash Flow Yield

PTA

N/A

PXED

7.42%

P/S Ratio

PTA

12.00

Winner

PXED

1.08

P/B Ratio

Winner

PTA

0.93

PXED

3.76

PTA vs PXED - Historical Returns

Returns include dividend reinvestment.

Period	PTA	PXED
1 month	-1.02%	+3.30%
3 months	+4.23%	+10.03%
6 months	+2.92%	-3.81%
1 year	+5.11%	N/A
5 years(CAGR)	+2.54%	N/A
Max(CAGR)	+3.11%	-23.99%

PTA

-1.02%

Winner

PXED

+3.30%

PTA

+4.23%

Winner

PXED

+10.03%

Winner

PTA

+2.92%

PXED

-3.81%

PTA

+5.11%

PXED

N/A

5Y(CAGR)

PTA

+2.54%

PXED

N/A

Max(CAGR)

Winner

PTA

+3.11%

PXED

-23.99%

PTA vs PXED - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	PTA	PXED
2026	+1.86%	+6.02%
2025	+7.37%	-20.58%
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 PXED Drawdown Comparison

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

The maximum drawdown for PXED was -30.06%, occurring on Mar 20, 2026. This drawdown has not yet recovered.

The current PTA drawdown is -3.27%. The current PXED drawdown is -17.55%.

Rank	PTA	PXED
#1	-28.72% Sep 3, 2021 - Aug 16, 2024	-30.06% Oct 9, 2025 - Mar 20, 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 PXED is -0.40 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.40

-101