Performance analysis of NewtekOne (NEWTI)
Annual Return
Since Sep 1, 2023, NEWTI has had an average annual return of +8.94%, underperforming the benchmark SPY, which returned +22.02% annual.
| 2026 | 2025 | 2024 | 2023 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +3.87% | +7.87% | +9.19% | +3.50% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.99% | -0.12% | +0.52% | +1.60% | +1.18% | -0.35% | +3.87% | ||||||
| 2025 | -0.47% | +1.95% | -0.51% | -0.73% | +3.52% | -0.96% | +1.21% | +0.91% | +0.40% | +1.34% | +1.70% | -0.67% | +7.87% |
| 2024 | +0.22% | +1.59% | +0.62% | -0.56% | +0.95% | +0.51% | +1.87% | +0.87% | +1.12% | +0.04% | +1.31% | +0.31% | +9.19% |
| 2023 | -2.47% | +3.20% | +1.62% | +1.19% | +3.50% |
Drawdown analysis of NewtekOne (NEWTI)
The maximum drawdown for the NEWTI was -6.43%, occurring on Apr 8, 2025. Recovery took 28 trading sessions.
The current NEWTI drawdown is -0.84%.
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -6.43% | Nov 15, 2024 | 96 | Apr 8, 2025 | 28 | May 19, 2025 | 124 |
| -2.78% | Sep 13, 2023 | 14 | Oct 3, 2023 | 10 | Oct 17, 2023 | 24 |
| -2.75% | May 19, 2025 | 2 | May 21, 2025 | 89 | Sep 29, 2025 | 91 |
| -2.63% | Nov 20, 2025 | 15 | Dec 12, 2025 | 9 | Dec 26, 2025 | 24 |
| -1.57% | Dec 26, 2025 | 13 | Jan 15, 2026 | 33 | Mar 5, 2026 | 46 |
| -1.46% | Apr 8, 2026 | 1 | Apr 9, 2026 | 2 | Apr 13, 2026 | 3 |
| -1.46% | Aug 2, 2024 | 1 | Aug 5, 2024 | 8 | Aug 15, 2024 | 9 |
| -1.41% | Mar 24, 2026 | 8 | Apr 6, 2026 | 2 | Apr 8, 2026 | 10 |
| -1.38% | Dec 27, 2023 | 8 | Jan 9, 2024 | 27 | Feb 16, 2024 | 35 |
| -1.24% | Nov 14, 2025 | 2 | Nov 18, 2025 | 2 | Nov 20, 2025 | 4 |
| -1.18% | Mar 8, 2024 | 26 | Apr 16, 2024 | 20 | May 14, 2024 | 46 |
| -1.16% | May 21, 2024 | 7 | May 31, 2024 | 30 | Jul 16, 2024 | 37 |
| -1.11% | Mar 6, 2026 | 1 | Mar 9, 2026 | 3 | Mar 12, 2026 | 4 |
| -1.10% | Sep 24, 2024 | 13 | Oct 11, 2024 | 7 | Oct 22, 2024 | 20 |
| -1.09% | Oct 28, 2025 | 5 | Nov 4, 2025 | 6 | Nov 12, 2025 | 11 |
| -0.98% | Apr 14, 2026 | 10 | Apr 28, 2026 | 20 | May 27, 2026 | 30 |
| -0.95% | Aug 23, 2024 | 5 | Aug 30, 2024 | 13 | Sep 19, 2024 | 18 |
| -0.88% | Nov 4, 2024 | 5 | Nov 11, 2024 | 4 | Nov 15, 2024 | 9 |
| -0.84% | Jun 2, 2026 | 1 | Jun 3, 2026 | Ongoing | Ongoing | Ongoing |
| -0.80% | Nov 20, 2023 | 6 | Nov 29, 2023 | 4 | Dec 5, 2023 | 10 |
| -0.72% | Oct 27, 2023 | 3 | Nov 1, 2023 | 2 | Nov 3, 2023 | 5 |
| -0.68% | Oct 13, 2025 | 1 | Oct 14, 2025 | 2 | Oct 16, 2025 | 3 |
| -0.66% | Mar 12, 2026 | 1 | Mar 13, 2026 | 7 | Mar 24, 2026 | 8 |
| -0.65% | Sep 1, 2023 | 2 | Sep 6, 2023 | 3 | Sep 11, 2023 | 5 |
| -0.64% | Nov 14, 2023 | 3 | Nov 17, 2023 | 1 | Nov 20, 2023 | 4 |