PTA vs WLDN

Comparison between Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund (PTA, Company) and Willdan Group Inc (WLDN, Company).

PTA is from the Financial Services sector, while WLDN is from the Industrials sector.

5-Year PerformanceWLDN has outperformed PTA, delivering a return of +14.5% compared to +2.7%

PTA vs WLDN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PTA(COMPANY)	WLDN(COMPANY)
Market Cap	$1.09B	$1.09B
Max Drawdown	38.77%	89.19%
Sharpe Ratio	0.03	0.24
5Y Beta	N/A	1.02
Industry	Asset Management	Engineering & Construction
P/E Ratio	12.12	47.54
Forward P/E	N/A	14.56
PEG Ratio	N/A	0.37
5Y Dividends CAGR	10.87%	N/A
Debt to Equity	N/A	15.42%
Free Cash Flow Yield	N/A	3.97%
P/S Ratio	12.00	1.60
P/B Ratio	0.93	3.47

Market Cap

Winner

PTA

$1.09B

WLDN

$1.09B

Max Drawdown

Winner

PTA

38.77%

WLDN

89.19%

Sharpe Ratio

PTA

0.03

Winner

WLDN

0.24

5Y Beta

PTA

N/A

WLDN

1.02

Industry

PTA

Asset Management

WLDN

Engineering & Construction

P/E Ratio

Winner

PTA

12.12

WLDN

47.54

Forward P/E

PTA

N/A

WLDN

14.56

PEG Ratio

PTA

N/A

WLDN

0.37

5Y Dividends CAGR

PTA

10.87%

WLDN

N/A

Debt to Equity

PTA

N/A

WLDN

15.42%

Free Cash Flow Yield

PTA

N/A

WLDN

3.97%

P/S Ratio

PTA

12.00

Winner

WLDN

1.60

P/B Ratio

Winner

PTA

0.93

WLDN

3.47

PTA vs WLDN - Historical Returns

Returns include dividend reinvestment.

Period	PTA	WLDN
1 month	-0.60%	-20.23%
3 months	+0.98%	-3.56%
6 months	+1.89%	-43.95%
1 year	+3.42%	-4.54%
5 years(CAGR)	+2.67%	+14.46%
10 years(CAGR)	N/A	+20.84%
Max(CAGR)	+3.27%	+10.49%

Winner

PTA

-0.60%

WLDN

-20.23%

Winner

PTA

+0.98%

WLDN

-3.56%

Winner

PTA

+1.89%

WLDN

-43.95%

Winner

PTA

+3.42%

WLDN

-4.54%

5Y(CAGR)

PTA

+2.67%

Winner

WLDN

+14.46%

10Y(CAGR)

PTA

N/A

WLDN

+20.84%

Max(CAGR)

PTA

+3.27%

Winner

WLDN

+10.49%

PTA vs WLDN - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	PTA	WLDN
2026	+3.01%	-29.70%
2025	+7.37%	+175.11%
2024	+14.27%	+78.49%
2023	+9.03%	+20.52%
2022	-21.07%	-48.46%
2021	+0.86%	-13.15%
2020	+4.53%	+30.35%
2019	N/A	-6.91%
2018	N/A	+49.94%
2017	N/A	+4.00%
2016	N/A	+163.90%
2015	N/A	-42.21%
2014	N/A	+161.94%
2013	N/A	+131.88%
2012	N/A	-43.80%
2011	N/A	-1.98%
2010	N/A	+69.49%
2009	N/A	+17.26%
2008	N/A	-71.08%
2007	N/A	-31.27%
2006	N/A	-5.30%

PTA vs WLDN Drawdown Comparison

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

The maximum drawdown for WLDN was -89.19%, occurring on Apr 24, 2009. Recovery took 1945 trading sessions.

The current PTA drawdown is -2.18%. The current WLDN drawdown is -44.43%.

Rank	PTA	WLDN
#1	-28.72% Sep 3, 2021 - Aug 16, 2024	-89.19% Nov 22, 2006 - Aug 18, 2014
#2	-13.01% Oct 16, 2024 - Jul 1, 2025	-78.71% Feb 8, 2021 - Jun 3, 2025
#3	-9.49% Sep 19, 2025 - Mar 30, 2026	-61.45% Dec 2, 2014 - Sep 23, 2016
#4	-4.27% Dec 28, 2020 - Jun 4, 2021	-53.70% Apr 18, 2019 - Dec 17, 2020
#5	-2.28% Jul 6, 2021 - Sep 1, 2021	-50.41% Jan 27, 2026 - Apr 27, 2026
#6	-2.05% Jul 17, 2025 - Jul 31, 2025	-46.39% Aug 8, 2017 - Nov 5, 2018
#7	-1.77% Nov 25, 2020 - Dec 10, 2020	-29.15% Aug 14, 2025 - Jan 12, 2026
#8	-1.49% Aug 12, 2025 - Aug 19, 2025	-21.79% Oct 8, 2014 - Nov 10, 2014
#9	-1.31% Dec 18, 2020 - Dec 23, 2020	-21.48% Mar 13, 2017 - Aug 8, 2017
#10	-1.18% Jun 4, 2021 - Jul 1, 2021	-17.80% Dec 3, 2018 - Feb 22, 2019
#11	-1.05% Dec 15, 2020 - Dec 18, 2020	-17.33% Dec 8, 2016 - Jan 12, 2017
#12	-1.04% Oct 2, 2024 - Oct 8, 2024	-15.32% Jan 25, 2017 - Mar 10, 2017
#13	-0.93% Aug 27, 2024 - Sep 16, 2024	-14.94% Sep 23, 2016 - Nov 8, 2016
#14	-0.89% Aug 22, 2025 - Sep 4, 2025	-14.33% Sep 3, 2014 - Sep 16, 2014
#15	-0.84% Jul 9, 2025 - Jul 16, 2025	-12.75% Jan 26, 2021 - Feb 4, 2021