Performance analysis of NewtekOne (NEWTG)
Annual Return
Since May 31, 2024, NEWTG has had an average annual return of +9.33%, underperforming the benchmark SPY, which returned +21.40% annual.
| 2026 | 2025 | 2024 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +3.96% | +8.13% | +6.39% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.65% | +1.25% | -1.71% | +3.34% | +0.39% | +0.03% | +3.96% | ||||||
| 2025 | -0.48% | +1.28% | -0.40% | +0.47% | +0.45% | +0.43% | +2.18% | +0.13% | +1.09% | +1.20% | +0.87% | +0.67% | +8.13% |
| 2024 | +0% | +0.62% | +0.47% | +2.22% | -0.03% | +0.27% | +2.35% | +0.36% | +6.39% |
Drawdown analysis of NewtekOne (NEWTG)
The maximum drawdown for the NEWTG was -3.52%, occurring on Apr 11, 2025. Recovery took 10 trading sessions.
The current NEWTG drawdown is -0.36%.
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -3.52% | Mar 3, 2025 | 29 | Apr 11, 2025 | 10 | Apr 28, 2025 | 39 |
| -2.46% | May 2, 2025 | 15 | May 23, 2025 | 5 | Jun 2, 2025 | 20 |
| -2.34% | Mar 3, 2026 | 19 | Mar 30, 2026 | 8 | Apr 10, 2026 | 27 |
| -2.04% | Jul 17, 2025 | 25 | Aug 21, 2025 | 21 | Sep 22, 2025 | 46 |
| -1.62% | Jul 16, 2024 | 14 | Aug 5, 2024 | 14 | Aug 23, 2024 | 28 |
| -1.58% | Jan 3, 2025 | 8 | Jan 16, 2025 | 29 | Feb 28, 2025 | 37 |
| -1.53% | Oct 17, 2024 | 8 | Oct 29, 2024 | 9 | Nov 11, 2024 | 17 |
| -1.37% | May 15, 2026 | 7 | May 27, 2026 | Ongoing | Ongoing | Ongoing |
| -1.02% | Nov 13, 2025 | 8 | Nov 25, 2025 | 2 | Nov 28, 2025 | 10 |
| -0.99% | Oct 2, 2025 | 6 | Oct 10, 2025 | 15 | Oct 31, 2025 | 21 |
| -0.99% | Jan 7, 2026 | 6 | Jan 15, 2026 | 6 | Jan 26, 2026 | 12 |
| -0.92% | Nov 18, 2024 | 5 | Nov 25, 2024 | 3 | Nov 29, 2024 | 8 |
| -0.91% | Apr 14, 2026 | 10 | Apr 28, 2026 | 4 | May 4, 2026 | 14 |
| -0.87% | Jun 2, 2025 | 4 | Jun 6, 2025 | 8 | Jun 18, 2025 | 12 |
| -0.76% | Sep 25, 2025 | 1 | Sep 26, 2025 | 4 | Oct 2, 2025 | 5 |
| -0.75% | Dec 24, 2025 | 2 | Dec 29, 2025 | 6 | Jan 7, 2026 | 8 |
| -0.70% | Jun 12, 2024 | 11 | Jun 28, 2024 | 10 | Jul 15, 2024 | 21 |
| -0.60% | Aug 30, 2024 | 5 | Sep 9, 2024 | 5 | Sep 16, 2024 | 10 |
| -0.58% | Feb 20, 2026 | 2 | Feb 24, 2026 | 2 | Feb 26, 2026 | 4 |
| -0.55% | Jul 11, 2025 | 1 | Jul 14, 2025 | 1 | Jul 15, 2025 | 2 |
| -0.49% | May 7, 2026 | 4 | May 13, 2026 | 2 | May 15, 2026 | 6 |
| -0.48% | Dec 8, 2025 | 5 | Dec 15, 2025 | 5 | Dec 22, 2025 | 10 |
| -0.47% | Jan 26, 2026 | 3 | Jan 29, 2026 | 8 | Feb 10, 2026 | 11 |
| -0.43% | Nov 10, 2025 | 2 | Nov 12, 2025 | 1 | Nov 13, 2025 | 3 |
| -0.41% | Nov 3, 2025 | 2 | Nov 5, 2025 | 1 | Nov 6, 2025 | 3 |