NEWT Performance & Benchmarks - -13.6% in 12m

The Total Return for 3m is 8.1%, for 6m -10.5% and YTD -9.2%. Compare with Peer-Group: Diversified Financial Services

Performance Rating -30.86%
#16 in Peer-Group
Rel. Strength 29.10%
#5450 in Stock-Universe
Total Return 12m -13.56%
#14 in Peer-Group
Total Return 5y -10.64%
#15 in Peer-Group
P/E Value
P/E Trailing 5.80
P/E Forward 5.08
High / Low USD
52 Week High 14.71 USD
52 Week Low 9.39 USD
Sentiment Value
VRO Trend Strength +-100 31.03
Buy/Sell Signal +-5 0.37
Support / Resistance Levels
Support
Resistance
12m Total Return: NEWT (-13.6%) vs XLF (21%)
Total Return of Newtek Business versus its related sector ETF XLF
5y Drawdown (Underwater) Chart
5 Year Drawdown / Underwater Chart for NEWT Performance & Benchmarks - -13.6% in 12m

Top Performer in Diversified Financial Services

Short Term Performance

Symbol 1w 1m 3m
NEWT -4.36% -2.57% 8.07%
KBCA -0.16% 5.02% 14.1%
IX -1.0% 0.40% 13.8%
CRBG -3.23% -2.32% 16.0%

Long Term Performance

Symbol 6m 12m 5y
NEWT -10.5% -13.6% -10.6%
KBCA 29.7% 51.1% 238%
CRBG 6.92% 28.4% 107%
EQH -5.91% 21.8% 173%

Overall best picks of Peer Group - Selected by proven GARP Predictive Metrics, sorted by Growth Rating

Symbol 1m 12m 5y P/E P/E Forward PEG EPS Stability EPS CAGR
VOYA NYSE
Voya Financial
-7.17% -1.95% 45.7% 13.5 9.17 1.19 23.1% 37.6%
CPAY NYSE
Corpay
-6.63% 11.1% 20.2% 23.5 16 1.18 49.0% 0.5%

Performance Comparison: NEWT vs XLF vs S&P 500

XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for NEWT
Total Return (including Dividends) NEWT XLF S&P 500
1 Month -2.57% -2.39% 0.66%
3 Months 8.07% 5.80% 11.66%
12 Months -13.56% 20.99% 15.92%
5 Years -10.64% 133.47% 103.09%

Trend Stabilty (consistency of price movement) NEWT XLF S&P 500
1 Month -38.3% 9.6% 66.4%
3 Months 70.9% 80.9% 96.6%
12 Months -40.5% 78% 50%
5 Years -59.1% 75.2% 84%

Relative Strength (compared with Indexes) Rank in Peer Group vs. XLF vs. S&P 500
1 Month 56 %th -0.18% -3.21%
3 Month 69 %th 2.15% -3.21%
12 Month 13 %th -28.56% -25.43%
5 Years 6 %th -61.73% -56.00%

FAQs

Does Newtek Business (NEWT) outperform the market?

No, over the last 12 months NEWT made -13.56%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 20.99%. Over the last 3 months NEWT made 8.07%, while XLF made 5.80%.

Performance Comparison NEWT vs Indeces and Sectors

Above 0 means better perfomance compared to Symbol in this Timeframe

NEWT vs. Indices

Symbol 1w 1m 6m 12m
US S&P 500 SPY -2% -3.2% -15.1% -29%
US NASDAQ 100 QQQ -2.2% -3.8% -17.7% -35%
German DAX 40 DAX -1.1% -1.5% -19.4% -43%
Shanghai Shenzhen CSI 300 CSI 300 -1.8% -5.3% -19.4% -35%
Hongkong Hang Seng HSI -2.2% -4.7% -37.8% -53%
India NIFTY 50 INDA -2.4% 3% -14.1% -7%
Brasil Bovespa EWZ -3.3% 4.9% -17.4% -17%

NEWT vs. Sectors

Symbol 1w 1m 6m 12m
Communication Services XLC -3% -1.1% -14.5% -38%
Consumer Discretionary XLY -0.5% -1.6% -5.3% -33%
Consumer Staples XLP -2.7% -0.4% -12.8% -18%
Energy XLE -2.6% -2.7% -9.1% -11%
Financial XLF -0.5% -0.2% -11.5% -35%
Health Care XLV -0.4% 1.5% -0.2% -2%
Industrial XLI -1% -3.7% -20.5% -35%
Materials XLB 1.8% 1.2% -9% -10%
Real Estate XLRE -0.9% -1.6% -11.9% -16%
Technology XLK -2.5% -5% -23.8% -36%
Utilities XLU -5.9% -7.3% -21.6% -33%
Aerospace & Defense XAR -1.6% -6.7% -33.2% -59%
Biotech XBI -2.4% -6% -4.5% -1%
Homebuilder XHB -1.9% -3.7% -9.2% -5%
Retail XRT 0.4% -0.6% -9.7% -17%

NEWT vs. Commodities

Symbol 1w 1m 6m 12m
Oil USO -7.9% -7.34% -10.0% -15%
Natural Gas UNG -2.8% 7.3% 12.3% -18%
Gold GLD -4.9% -3.1% -29.4% -50%
Silver SLV -1.3% -5.2% -27.6% -43%
Copper CPER 18.7% 10.1% -12% -22%

NEWT vs. Bonds

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT -6% -2.2% -11.9% -9%
iShares High Yield Corp. Bond HYG -3.7% -2.3% -13.8% -22%