SBR vs PTA
Comparison between Sabine Royalty Trust (SBR, Company) and Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund (PTA, Company).
SBR is from the Energy sector, while PTA is from the Financial Services sector.
5-Year PerformanceSBR has outperformed PTA, delivering a return of +26.5% compared to +2.9%
SBR vs PTA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SBR vs PTA - Historical Returns
Returns include dividend reinvestment.
SBR vs PTA - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | SBR | PTA |
|---|---|---|
| 2026 | +13.38% | +3.87% |
| 2025 | +13.39% | +7.37% |
| 2024 | +3.87% | +14.27% |
| 2023 | -6.00% | +9.03% |
| 2022 | +129.40% | -21.07% |
| 2021 | +56.07% | +0.86% |
| 2020 | -25.04% | +4.53% |
| 2019 | +7.90% | N/A |
| 2018 | -11.17% | N/A |
| 2017 | +30.97% | N/A |
| 2016 | +43.21% | N/A |
| 2015 | -24.21% | N/A |
| 2014 | -23.09% | N/A |
| 2013 | +34.34% | N/A |
| 2012 | -33.25% | N/A |
| 2011 | +11.85% | N/A |
| 2010 | +55.04% | N/A |
| 2009 | +5.92% | N/A |
| 2008 | +1.81% | N/A |
| 2007 | +14.25% | N/A |
| 2006 | +0.15% | N/A |
| 2005 | +40.40% | N/A |
| 2004 | +35.89% | N/A |
| 2003 | +39.19% | N/A |
| 2002 | +18.48% | N/A |
| 2001 | +30.92% | N/A |
| 2000 | +57.79% | N/A |
| 1999 | -7.10% | N/A |
SBR vs PTA Drawdown Comparison
The maximum drawdown for SBR was -56.32%, occurring on Jan 19, 2016. Recovery took 985 trading sessions.
The maximum drawdown for PTA was -28.72%, occurring on May 15, 2023. Recovery took 741 trading sessions.
The current SBR drawdown is -1.82%. The current PTA drawdown is -1.36%.
| Rank | SBR | PTA |
|---|---|---|
| #1 | -56.32% Jun 19, 2014 - May 17, 2018 | -28.72% Sep 3, 2021 - Aug 16, 2024 |
| #2 | -55.56% Jul 14, 2008 - Nov 5, 2010 | -13.01% Oct 16, 2024 - Jul 1, 2025 |
| #3 | -50.73% Apr 24, 2019 - Oct 7, 2021 | -9.49% Sep 19, 2025 - Mar 30, 2026 |
| #4 | -40.24% May 2, 2002 - Oct 1, 2002 | -4.27% Dec 28, 2020 - Jun 4, 2021 |
| #5 | -37.20% Feb 21, 2012 - May 29, 2014 | -2.28% Jul 6, 2021 - Sep 1, 2021 |
| #6 | -34.53% Jun 8, 2022 - Oct 6, 2022 | -2.05% Jul 17, 2025 - Jul 31, 2025 |
| #7 | -34.03% Jan 17, 2023 - Aug 22, 2025 | -1.77% Nov 25, 2020 - Dec 10, 2020 |
| #8 | -32.70% May 21, 2018 - Mar 13, 2019 | -1.49% Aug 12, 2025 - Aug 19, 2025 |
| #9 | -28.48% Dec 1, 2006 - Nov 6, 2007 | -1.31% Dec 18, 2020 - Dec 23, 2020 |
| #10 | -23.96% Jun 1, 2001 - Apr 1, 2002 | -1.18% Jun 4, 2021 - Jul 1, 2021 |
| #11 | -21.33% Apr 29, 2011 - Nov 11, 2011 | -1.05% Dec 15, 2020 - Dec 18, 2020 |
| #12 | -21.15% Feb 15, 2000 - Apr 26, 2000 | -1.04% Oct 2, 2024 - Oct 8, 2024 |
| #13 | -20.84% Nov 6, 2007 - Feb 28, 2008 | -0.93% Aug 27, 2024 - Sep 16, 2024 |
| #14 | -20.00% Oct 3, 2005 - Aug 30, 2006 | -0.89% Aug 22, 2025 - Sep 4, 2025 |
| #15 | -18.73% Oct 8, 2004 - Mar 2, 2005 | -0.84% Jul 9, 2025 - Jul 16, 2025 |
Correlation
Correlation between SBR and PTA is 0.25 which considered as a very weak or no correlation - the stocks move independently of each other.
Dividend Comparison (1999 - 2026)
SBR vs PTA dividend yield comparison.
| Year | SBR | PTA |
|---|---|---|
| 2026 | 2.20% | 3.44% |
| 2025 | 7.53% | 8.33% |
| 2024 | 8.41% | 8.37% |
| 2023 | 9.41% | 8.93% |
| 2022 | 10.13% | 8.83% |
| 2021 | 7.72% | 7.10% |
| 2020 | 8.59% | 0.50% |
| 2019 | 7.49% | 0.00% |
| 2018 | 8.98% | 0.00% |
| 2017 | 5.31% | 0.00% |
| 2016 | 5.50% | 0.00% |
| 2015 | 11.82% | 0.00% |
| 2014 | 11.45% | 0.00% |
| 2013 | 7.75% | 0.00% |
| 2012 | 9.30% | 0.00% |
| 2011 | 6.29% | 0.00% |
| 2010 | 6.22% | 0.00% |
| 2009 | 6.81% | 0.00% |
| 2008 | 14.74% | 0.00% |
| 2007 | 8.98% | 0.00% |
| 2006 | 10.00% | 0.00% |
| 2005 | 7.53% | 0.00% |
| 2004 | 7.75% | 0.00% |
| 2003 | 10.42% | 0.00% |
| 2002 | 7.94% | 0.00% |
| 2001 | 13.12% | 0.00% |
| 2000 | 12.19% | 0.00% |
| 1999 | 1.64% | 0.00% |
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