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%)

5y Drawdown (Underwater) Chart

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% |