Performance analysis of NewtekOne (NEWTZ)
Annual Return
Over the past 3 years, NEWTZ has had an average annual return of +6.91%, underperforming the benchmark SPY, which returned +21.69% annual.
Over the past 5 years, NEWTZ has had an average annual return of +4.69%, underperforming the benchmark SPY, which returned +12.87% annual.
Since Jan 25, 2021, NEWTZ has had an average annual return of +4.64%, underperforming the benchmark SPY, which returned +14.07% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.51% | +5.59% | +12.31% | +1.19% | +0.40% | +3.66% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.51% | +0.51% | |||||||||||
| 2025 | -1.82% | +2.29% | -0.72% | +0.82% | -0.13% | +0.85% | +0.86% | +0.81% | +0.72% | +0.90% | -0.24% | +1.17% | +5.59% |
| 2024 | +0.23% | +2.26% | +1.33% | -0.10% | +1.21% | -0% | +0.90% | +1.04% | +0.98% | +1.36% | +1.54% | +0.92% | +12.31% |
| 2023 | -0.75% | +1.93% | -0.60% | +3.36% | -1.28% | -2.50% | +0.55% | +0.12% | +0.50% | -0.45% | +2.66% | -2.18% | +1.19% |
| 2022 | -0.13% | -0.27% | -0.12% | +2.56% | -0.40% | -1.37% | -2.78% | -0.21% | -0.73% | +2.74% | +1.10% | +0.13% | +0.40% |
| 2021 | +2.98% | -1.86% | +0.77% | -0% | -0.46% | -0.50% | +2.20% | -0.27% | -0.19% | +0.63% | -0.58% | +0.98% | +3.66% |
Drawdown analysis of NewtekOne (NEWTZ)
The maximum drawdown for the NEWTZ was -10.39%, occurring on Mar 22, 2023. Recovery took 204 trading sessions.
Since Jan 25, 2021 NEWTZ has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -10.39% | Feb 8, 2021 | 533 | Mar 22, 2023 | 204 | Jan 12, 2024 | 737 |
| -2.82% | Jan 12, 2024 | 12 | Jan 31, 2024 | 30 | Mar 14, 2024 | 42 |
| -2.35% | Jan 24, 2025 | 5 | Jan 31, 2025 | 51 | Apr 15, 2025 | 56 |
| -2.09% | Apr 5, 2024 | 4 | Apr 11, 2024 | 17 | May 6, 2024 | 21 |
| -1.74% | Dec 31, 2024 | 6 | Jan 10, 2025 | 9 | Jan 24, 2025 | 15 |
| -1.52% | Jan 29, 2021 | 3 | Feb 3, 2021 | 3 | Feb 8, 2021 | 6 |
| -1.52% | Nov 29, 2024 | 20 | Dec 30, 2024 | 1 | Dec 31, 2024 | 21 |
| -1.50% | May 13, 2024 | 10 | May 28, 2024 | 5 | Jun 4, 2024 | 15 |
| -1.47% | Jul 15, 2024 | 11 | Jul 30, 2024 | 9 | Aug 12, 2024 | 20 |
| -1.00% | Apr 15, 2025 | 3 | Apr 21, 2025 | 34 | Jun 9, 2025 | 37 |
| -0.81% | Nov 12, 2024 | 5 | Nov 19, 2024 | 2 | Nov 21, 2024 | 7 |
| -0.74% | Jun 4, 2024 | 6 | Jun 12, 2024 | 6 | Jun 21, 2024 | 12 |
| -0.70% | Mar 14, 2024 | 1 | Mar 15, 2024 | 2 | Mar 19, 2024 | 3 |
| -0.70% | Aug 22, 2024 | 11 | Sep 9, 2024 | 2 | Sep 11, 2024 | 13 |
| -0.61% | Jun 21, 2024 | 7 | Jul 2, 2024 | 3 | Jul 8, 2024 | 10 |
| -0.60% | Oct 27, 2025 | 6 | Nov 4, 2025 | 21 | Dec 4, 2025 | 27 |
| -0.53% | Jul 29, 2025 | 2 | Jul 31, 2025 | 1 | Aug 1, 2025 | 3 |
| -0.52% | May 8, 2024 | 2 | May 10, 2024 | 1 | May 13, 2024 | 3 |
| -0.51% | Oct 16, 2024 | 5 | Oct 23, 2024 | 2 | Oct 25, 2024 | 7 |
| -0.49% | Mar 28, 2024 | 4 | Apr 4, 2024 | 1 | Apr 5, 2024 | 5 |
| -0.49% | Aug 12, 2024 | 2 | Aug 14, 2024 | 6 | Aug 22, 2024 | 8 |
| -0.36% | Oct 28, 2024 | 1 | Oct 29, 2024 | 7 | Nov 7, 2024 | 8 |
| -0.32% | Jun 9, 2025 | 4 | Jun 13, 2025 | 1 | Jun 16, 2025 | 5 |
| -0.28% | Aug 1, 2025 | 1 | Aug 4, 2025 | 8 | Aug 14, 2025 | 9 |
| -0.28% | Aug 14, 2025 | 1 | Aug 15, 2025 | 2 | Aug 19, 2025 | 3 |