Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NEWT (NewtekOne, Inc.) | 18.71% | 33.99% | 3.35% | -12.40% | 9.73% | 13.14% | 8.10% | … | … |
Data as of 06/04/2026, Common starting date is 09/27/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NEWT (NewtekOne, Inc.) | 09/27/2000 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.61 | 33.99 | 3.35 | -12.40 | 9.73 | 13.14 | 8.10 | … | … | 18.71 | -4.90 | -1.56 | -10.65 | -33.20 | 55.76 | -1.80 | 42.85 | 3.21 | 27.51 | 27.85 | 23.91 | -5.99 | 68.82 | 61.74 | -33.14 | 75.51 | 355.14 | -82.26 | -37.69 | 3.11 | -55.12 | -38.04 | 58.09 | 41.61 | -0.80 | -50.98 |
| Sharpe Ratio | NA | 0.88 | 0.18 | -0.30 | 0.22 | NA | NA | … | … | 1.68 | -0.22 | -0.13 | -0.30 | -0.94 | 1.21 | -0.03 | 1.89 | 0.06 | 1.38 | 0.92 | 0.73 | -0.16 | 1.39 | 1.41 | -0.64 | 1.17 | 2.82 | -0.52 | -0.64 | -0.01 | -1.19 | -0.73 | 1.47 | 0.90 | -0.03 | -0.84 |
| Standard Deviation(%) | NA | 34.66 | 38.56 | 42.19 | 39.46 | NA | NA | … | … | 40.40 | 35.79 | 39.59 | 47.86 | 36.98 | 46.13 | 65.47 | 21.94 | 29.21 | 19.48 | 29.88 | 32.51 | 36.58 | 49.38 | 44.21 | 51.77 | 64.44 | 125.99 | 160.15 | 63.78 | 48.07 | 48.17 | 53.36 | 38.94 | 44.86 | 102.33 | 116.34 |
| Draw Down(%) | NA | 27.35 | 45.77 | 65.79 | 65.79 | NA | NA | … | … | 27.35 | 27.14 | 26.30 | 46.30 | 41.57 | 33.83 | 55.85 | 11.60 | 30.99 | 8.45 | 32.69 | 20.41 | 28.57 | 18.73 | 29.63 | 44.74 | 30.52 | 45.16 | 86.67 | 61.13 | 41.94 | 64.88 | 55.54 | 23.73 | 37.25 | 65.22 | 58.82 |
| Yield(%) | 0.00 | 7.20 | 5.20 | 4.05 | 13.15 | 20.90 | 11.48 | … | … | 1.66 | 5.97 | 5.52 | 4.34 | 10.07 | 16.53 | 9.00 | 12.05 | 9.83 | 10.10 | 13.69 | 27.55 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 9.09 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 09/27/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NEWT (NewtekOne, Inc.) |
-51.51%
Dec 2005 – Dec 2008 |
-49.86%
Dec 2003 – Dec 2008 |
-11.91%
Apr 2002 – Apr 2012 |
-3.65%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NEWT (NewtekOne, Inc.) |
74.80%
Dec 2008 – Dec 2011 |
70.91%
Dec 2008 – Dec 2013 |
41.08%
Nov 2008 – Nov 2018 |
27.28%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart