Performance analysis of NewtekOne (NEWTH)
Annual Return
Since Sep 17, 2024, NEWTH has had an average annual return of +7.05%, underperforming the benchmark SPY, which returned +20.63% annual.
| 2026 | 2025 | 2024 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +2.13% | +7.43% | +2.38% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.63% | +0.28% | -0.16% | +0.08% | +0.08% | +0.21% | +2.13% | ||||||
| 2025 | +0.15% | +0.56% | -0.91% | -0.29% | +1.23% | +0.97% | +2.79% | -0.56% | +0.24% | +1.15% | +1.25% | +0.68% | +7.43% |
| 2024 | -0.32% | +0.80% | +0.23% | +1.66% | +2.38% |
Drawdown analysis of NewtekOne (NEWTH)
The maximum drawdown for the NEWTH was -5.48%, occurring on Apr 7, 2025. Recovery took 22 trading sessions.
The current NEWTH drawdown is -1.81%.
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -5.48% | Mar 3, 2025 | 25 | Apr 7, 2025 | 22 | May 8, 2025 | 47 |
| -3.84% | Feb 20, 2026 | 20 | Mar 20, 2026 | 15 | Apr 13, 2026 | 35 |
| -2.45% | Apr 13, 2026 | 4 | Apr 17, 2026 | Ongoing | Ongoing | Ongoing |
| -2.15% | Nov 12, 2024 | 7 | Nov 21, 2024 | 21 | Dec 23, 2024 | 28 |
| -1.70% | Dec 26, 2024 | 10 | Jan 13, 2025 | 27 | Feb 21, 2025 | 37 |
| -1.20% | May 9, 2025 | 8 | May 21, 2025 | 8 | Jun 3, 2025 | 16 |
| -1.08% | Nov 17, 2025 | 3 | Nov 20, 2025 | 7 | Dec 2, 2025 | 10 |
| -0.99% | Jul 30, 2025 | 17 | Aug 22, 2025 | 30 | Oct 6, 2025 | 47 |
| -0.92% | Oct 27, 2025 | 3 | Oct 30, 2025 | 5 | Nov 6, 2025 | 8 |
| -0.87% | Feb 4, 2026 | 2 | Feb 6, 2026 | 4 | Feb 12, 2026 | 6 |
| -0.79% | Dec 16, 2025 | 5 | Dec 23, 2025 | 6 | Jan 2, 2026 | 11 |
| -0.76% | Oct 18, 2024 | 6 | Oct 28, 2024 | 4 | Nov 1, 2024 | 10 |
| -0.72% | Jun 10, 2025 | 9 | Jun 24, 2025 | 6 | Jul 2, 2025 | 15 |
| -0.52% | Sep 19, 2024 | 12 | Oct 7, 2024 | 4 | Oct 11, 2024 | 16 |
| -0.52% | Jan 15, 2026 | 2 | Jan 20, 2026 | 4 | Jan 26, 2026 | 6 |
| -0.39% | Jan 28, 2026 | 2 | Jan 30, 2026 | 2 | Feb 3, 2026 | 4 |
| -0.35% | Nov 6, 2024 | 1 | Nov 7, 2024 | 1 | Nov 8, 2024 | 2 |
| -0.35% | Oct 6, 2025 | 1 | Oct 7, 2025 | 1 | Oct 8, 2025 | 2 |
| -0.31% | Jan 8, 2026 | 3 | Jan 13, 2026 | 1 | Jan 14, 2026 | 4 |
| -0.27% | Jul 15, 2025 | 2 | Jul 17, 2025 | 3 | Jul 22, 2025 | 5 |
| -0.24% | Oct 15, 2025 | 2 | Oct 17, 2025 | 5 | Oct 24, 2025 | 7 |
| -0.21% | Jul 22, 2025 | 2 | Jul 24, 2025 | 3 | Jul 29, 2025 | 5 |
| -0.20% | Feb 24, 2025 | 1 | Feb 25, 2025 | 4 | Mar 3, 2025 | 5 |
| -0.20% | Nov 6, 2025 | 1 | Nov 7, 2025 | 2 | Nov 11, 2025 | 3 |
| -0.20% | Oct 11, 2024 | 2 | Oct 15, 2024 | 3 | Oct 18, 2024 | 5 |