Performance analysis of NewtekOne (NEWT)
Annual Return
Over the past 3 years, NEWT has had an average annual return of +7.27%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, NEWT has had an average annual return of -11.61%, underperforming the benchmark SPY, which returned +14.05% annual.
Over the past 10 years, NEWT has had an average annual return of +10.34%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Sep 27, 2000, NEWT has had an average annual return of +1.61%, underperforming the benchmark SPY, which returned +8.63% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +22.23% | -4.88% | -1.53% | -10.64% | -32.34% | +56.39% | -1.51% | +42.81% | +3.49% | +27.46% | +27.71% | +24.20% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| -5.99% | +68.82% | +61.73% | -33.14% | +75.59% | +354.78% | -82.25% | -37.67% | +3.11% | -55.12% | -38.04% | +58.09% |
| 2002 | 2001 | 2000 | |||||||||
| +41.61% | -0.96% | -50.94% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +18.85% | -8.97% | -9.32% | +18.45% | +7.02% | -1.73% | +22.23% | ||||||
| 2025 | +3.99% | -2.18% | -7.93% | -11.42% | +4.33% | +3.96% | +3.05% | +8.13% | -7.44% | -7.59% | +2.69% | +8.01% | -4.88% |
| 2024 | -12.97% | -3.91% | -3.04% | -1.91% | +27.44% | -8.59% | +13% | -10.43% | -0.56% | +6.58% | +10.85% | -10.62% | -1.53% |
| 2023 | +14.34% | -17.60% | -16.39% | -9.95% | +8.37% | +29.16% | +13.16% | +0.62% | -17.64% | -4.75% | -2.45% | +3.30% | -10.64% |
| 2022 | -3.40% | +2.25% | +0.60% | -6.22% | -2.92% | -19.10% | +11.51% | +1.23% | -21.08% | -1.41% | +17.34% | -10.30% | -32.34% |
| 2021 | +4.47% | +11.72% | +18.43% | +4.42% | +26.51% | +0.86% | -0.09% | -16.82% | -1.25% | +8.33% | +0.47% | -4.92% | +56.39% |
| 2020 | -8.57% | -8.45% | -27.63% | +13.55% | +14.40% | +6.18% | +6.11% | +1.07% | +1.07% | -10.72% | +8.75% | +12% | -1.51% |
| 2019 | +10.61% | +2.85% | +0.94% | +6.51% | +0.81% | +11.29% | -6.26% | +5.80% | +1.46% | -2.44% | +6.08% | -0.06% | +42.81% |
| 2018 | -7.56% | -1.18% | +9.33% | -0.56% | +12.24% | +0.85% | +5.57% | +10.18% | -7.65% | -7.41% | +10.06% | -15.91% | +3.49% |
| 2017 | -2.83% | +4.79% | +7.07% | -2.76% | +4.91% | -3.73% | +4.36% | +1.30% | +6.07% | -3.64% | +3.03% | +6.94% | +27.46% |
Drawdown analysis of NewtekOne (NEWT)
The maximum drawdown for the NEWT was -97.33%, occurring on Dec 29, 2008. Recovery took 2422 trading sessions.
The current NEWT drawdown is -45.97%.
Since Sep 27, 2000 NEWT has experienced the following drawdowns:
- 50% or more: 4 times
- 40% or more: 4 times
- 30% or more: 5 times
- 20% or more: 5 times
- 10% or more: 6 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -97.33% | Jan 14, 2004 | 1248 | Dec 29, 2008 | 2422 | Aug 13, 2018 | 3670 |
| -68.65% | Sep 27, 2000 | 113 | Mar 12, 2001 | 702 | Dec 29, 2003 | 815 |
| -65.22% | Jun 4, 2021 | 700 | Mar 18, 2024 | Ongoing | Ongoing | Ongoing |
| -56.78% | Dec 17, 2019 | 65 | Mar 23, 2020 | 210 | Jan 21, 2021 | 275 |
| -30.82% | Aug 14, 2018 | 90 | Dec 21, 2018 | 90 | May 3, 2019 | 180 |
| -11.60% | Jul 5, 2019 | 23 | Aug 7, 2019 | 26 | Sep 13, 2019 | 49 |
| -9.52% | Sep 19, 2019 | 13 | Oct 8, 2019 | 34 | Nov 25, 2019 | 47 |
| -9.50% | May 6, 2019 | 19 | Jun 3, 2019 | 8 | Jun 13, 2019 | 27 |
| -7.62% | Mar 17, 2021 | 3 | Mar 22, 2021 | 27 | Apr 29, 2021 | 30 |
| -4.32% | Jan 26, 2021 | 3 | Jan 29, 2021 | 2 | Feb 2, 2021 | 5 |
| -4.25% | Jan 5, 2004 | 6 | Jan 13, 2004 | 1 | Jan 14, 2004 | 7 |
| -3.73% | May 5, 2021 | 4 | May 11, 2021 | 1 | May 12, 2021 | 5 |
| -3.00% | Jun 24, 2019 | 1 | Jun 25, 2019 | 7 | Jul 5, 2019 | 8 |
| -2.40% | May 18, 2021 | 2 | May 20, 2021 | 1 | May 21, 2021 | 3 |
| -2.05% | Mar 3, 2021 | 2 | Mar 5, 2021 | 1 | Mar 8, 2021 | 3 |
| -1.34% | Feb 24, 2021 | 1 | Feb 25, 2021 | 2 | Mar 1, 2021 | 3 |
| -1.23% | May 13, 2021 | 1 | May 14, 2021 | 1 | May 17, 2021 | 2 |
| -0.96% | Feb 5, 2021 | 4 | Feb 11, 2021 | 3 | Feb 17, 2021 | 7 |
| -0.95% | May 24, 2021 | 1 | May 25, 2021 | 1 | May 26, 2021 | 2 |
| -0.93% | Dec 10, 2019 | 1 | Dec 11, 2019 | 3 | Dec 16, 2019 | 4 |
| -0.77% | Dec 2, 2019 | 2 | Dec 4, 2019 | 2 | Dec 6, 2019 | 4 |
| -0.72% | Dec 6, 2019 | 1 | Dec 9, 2019 | 1 | Dec 10, 2019 | 2 |
| -0.66% | Jun 18, 2019 | 1 | Jun 19, 2019 | 1 | Jun 20, 2019 | 2 |
| -0.47% | Apr 29, 2021 | 1 | Apr 30, 2021 | 1 | May 3, 2021 | 2 |
| -0.44% | Jun 14, 2019 | 1 | Jun 17, 2019 | 1 | Jun 18, 2019 | 2 |