Cohen Steers Tax Advantaged Stock Performance
| PTA Stock | USD 19.85 0.14 0.70% |
Cohen Steers has a performance score of 4 on a scale of 0 to 100. The firm shows a Beta (market volatility) of -0.32, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, returns on owning Cohen Steers are expected to decrease at a much lower rate. During the bear market, Cohen Steers is likely to outperform the market. Cohen Steers Tax right now shows a risk of 0.63%. Please confirm Cohen Steers Tax total risk alpha, expected short fall, market facilitation index, as well as the relationship between the value at risk and daily balance of power , to decide if Cohen Steers Tax will be following its price patterns.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in Cohen Steers Tax Advantaged are ranked lower than 4 (%) of all global equities and portfolios over the last 90 days. Despite somewhat strong basic indicators, Cohen Steers is not utilizing all of its potentials. The latest stock price disturbance, may contribute to short-term losses for the investors. ...more
| Cohen Steers dividend paid on 31st of July 2025 | 07/31/2025 |
| Cohen Steers dividend paid on 29th of August 2025 | 08/29/2025 |
| Cohen Steers dividend paid on 30th of September 2025 | 09/30/2025 |
Cohen Steers Relative Risk vs. Return Landscape
If you would invest 1,940 in Cohen Steers Tax Advantaged on July 20, 2025 and sell it today you would earn a total of 45.00 from holding Cohen Steers Tax Advantaged or generate 2.32% return on investment over 90 days. Cohen Steers Tax Advantaged is generating 0.0373% of daily returns assuming volatility of 0.6314% on return distribution over 90 days investment horizon. In other words, 5% 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 = 0.059
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| Negative Returns | PTA |
Estimated Market Risk
| 0.63 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.06 actual daily | 4 96% of assets perform better |
Based on monthly moving average Cohen Steers is performing at about 4% of its full potential. 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 it 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 | 1.03 X | |||
| Price To Sales | 15.24 X | |||
| Total Debt | 602.55 M | |||
| Earnings Per Share | 1.31 X | |||
| 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.
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.| On 30th of September 2025 Cohen Steers paid $ 0.134 per share dividend to its current shareholders |
- 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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