Cohen Steers Tax Advantaged Stock Performance
| PTA Stock | USD 19.20 0.03 0.16% |
The firm shows a Beta (market volatility) of 0.31, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Cohen Steers' returns are expected to increase less than the market. However, during the bear market, the loss of holding Cohen Steers is expected to be smaller as well. At this point, Cohen Steers Tax has a negative expected return of -0.0304%. Please make sure to confirm Cohen Steers' kurtosis, and the relationship between the maximum drawdown and day median price , to decide if Cohen Steers Tax performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Cohen Steers Tax Advantaged has generated negative risk-adjusted returns adding no value to investors with long positions. Despite somewhat strong basic indicators, Cohen Steers is not utilizing all of its potentials. The recent stock price disturbance, may contribute to short-term losses for the investors. ...more
Actual Historical Performance (%)
One Day Return 0.16 | Five Day Return (3.47) | Year To Date Return (1.64) | Ten Year Return (23.20) | All Time Return (23.20) |
Forward Dividend Yield 0.095 | Last Split Factor 10:1 | Forward Dividend Rate 1.61 | Ex Dividend Date 2023-11-14 | Last Split Date 2015-07-30 |
1 | Cohen Steers Closed-End Funds Declare Distributions for January, February, and March 2025 - Yahoo Finance | 12/18/2024 |
| Cohen Steers dividend paid on 31st of December 2024 | 12/31/2024 |
2 | Trading With Integrated Risk Controls - Stock Traders Daily | 01/17/2025 |
3 | SIRPAD - WELTGRSSTE RCT-UNTERSUCHUNG MIT MAGICTOUCH PTA SIROLIMUS-BESCHICHTETEM BALLON SCHLIESST PATIENTENREKRUTIERUNG AB | 01/21/2025 |
4 | Cohen Steers REIT and Preferred and Income Fund, Inc. Notification of Sources of Distribution Under Section 19 - Longview News-Journal | 01/29/2025 |
5 | COHEN STEERS, INC. SEC 10-K Report - TradingView | 02/21/2025 |
6 | Disposition of 150000 shares by Whitebox Advisors Llc of Cohen Steers at 7.0 subject to Rule 16b-3 | 03/07/2025 |
7 | Trend Tracker for - Stock Traders Daily | 03/12/2025 |
Cohen |
Cohen Steers Relative Risk vs. Return Landscape
If you would invest 1,958 in Cohen Steers Tax Advantaged on December 17, 2024 and sell it today you would lose (38.00) from holding Cohen Steers Tax Advantaged or give up 1.94% of portfolio value over 90 days. Cohen Steers Tax Advantaged is generating negative expected returns assuming volatility of 0.6796% on return distribution over 90 days investment horizon. In other words, 6% of stocks are less volatile than Cohen, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Cohen Steers Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Cohen Steers' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Cohen Steers Tax Advantaged, and traders can use it to determine the average amount a Cohen Steers' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0447
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | PTA |
Estimated Market Risk
| 0.68 actual daily | 6 94% of assets are more volatile |
Expected Return
| -0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.04 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Cohen Steers is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Cohen Steers by adding Cohen Steers to a well-diversified portfolio.
Cohen Steers Fundamentals Growth
Cohen Stock prices reflect investors' perceptions of the future prospects and financial health of Cohen Steers, and Cohen Steers fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Cohen Stock performance.
| Shares Outstanding | 55.27 M | ||||
| Price To Earning | 7.43 X | ||||
| Price To Book | 0.91 X | ||||
| Price To Sales | 4.37 X | ||||
| Total Debt | 612.41 M | ||||
| Earnings Per Share | 4.37 X | ||||
| Market Capitalization | 1.06 B | ||||
| Total Asset | 1.78 B | ||||
| Retained Earnings | (186.08 M) | ||||
About Cohen Steers Performance
By analyzing Cohen Steers' fundamental ratios, stakeholders can gain valuable insights into Cohen Steers' financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Cohen Steers has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Cohen Steers has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.12 | 0.13 | |
| Return On Capital Employed | (0.36) | (0.34) | |
| Return On Assets | 0.12 | 0.13 | |
| Return On Equity | 0.19 | 0.20 |
Things to note about Cohen Steers Tax performance evaluation
Checking the ongoing alerts about Cohen Steers for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Cohen Steers Tax help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Cohen Steers Tax generated a negative expected return over the last 90 days | |
| Cohen Steers Tax is unlikely to experience financial distress in the next 2 years | |
| Cohen Steers Tax has a strong financial position based on the latest SEC filings | |
| Latest headline from news.google.com: Trend Tracker for - Stock Traders Daily |
- Analyzing Cohen Steers' financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Cohen Steers' stock is overvalued or undervalued compared to its peers.
- Examining Cohen Steers' industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Cohen Steers' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Cohen Steers' management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Cohen Steers' stock. These opinions can provide insight into Cohen Steers' potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Cohen Stock analysis
When running Cohen Steers' price analysis, check to measure Cohen Steers' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Cohen Steers is operating at the current time. Most of Cohen Steers' value examination focuses on studying past and present price action to predict the probability of Cohen Steers' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Cohen Steers' price. Additionally, you may evaluate how the addition of Cohen Steers to your portfolios can decrease your overall portfolio volatility.
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