Overview Performance Dividends Peer Group Options

(NEWT) Newtek Business - Performance -14% in 12m

NEWT performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.

Performance Rating -26.18%
#14 in Peer-Group
Rel. Strength 28.31%
#5454 in Stock-Universe
Total Return 12m -14.02%
#13 in Peer-Group
Total Return 5y -9.69%
#14 in Peer-Group
P/E Value
P/E Trailing 5.56
P/E Forward 4.89
High / Low USD
52 Week High 14.95 USD
52 Week Low 9.54 USD
Sentiment Value
VRO Trend Strength +-100 30.17
Buy/Sell Signal +-5 -2.14
Support / Resistance Levels
Support
Resistance
12m Total Return: NEWT (-14%) vs XLF (23.7%)
Total Return of Newtek Business versus its related sector ETF XLF
5y Drawdown (Underwater) Chart
5 Year Drawdown / Underwater Chart for (NEWT) Newtek Business - Performance -14% in 12m

Top Performer in Diversified Financial Services

Short Term Performance

Symbol 1w 1m 3m
NEWT -4.58% -7.22% -13%
IX 0.42% 5.26% 2.27%
ALRS -2.60% -5.84% 13.7%
KBCA -4.70% -3.43% 5.57%

Long Term Performance

Symbol 6m 12m 5y
NEWT -20.8% -14% -9.69%
KBCA 23.7% 38.9% 195%
ALRS -2.38% 16.8% 20.9%
EQH 10.1% 31.7% 182%

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		 -3.15% -4.99% 52.5% 12.5 8.56 1.19 -9.20% -18.3%
CPAY NYSE
Corpay		 -6.9% 28.2% 24.9% 22.6 15.3 1.18 78.9% 10.3%

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 -7.22% -2.57% 1.11%
3 Months -13.00% 2.14% 5.58%
12 Months -14.02% 23.72% 10.51%
5 Years -9.69% 127.03% 109.12%

Trend Score (consistency of price movement) NEWT XLF S&P 500
1 Month -43% -20.6% 69.9%
3 Months -20.4% 63.2% 69.3%
12 Months -34.7% 79.3% 43.2%
5 Years -48.8% 75.2% 84.1%

Relative Strength (compared with Indexes) Rank in Peer Group vs. XLF vs. S&P 500
1 Month #12 -4.77% -8.24%
3 Month #13 -14.82% -17.60%
12 Month #12 -30.50% -22.20%
5 Years #14 -60.22% -56.81%

FAQs

Does Newtek Business (NEWT) outperform the market?

No, over the last 12 months NEWT made -14.02%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 23.72%. Over the last 3 months NEWT made -13.00%, while XLF made 2.14%.

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 -4.1% -8.3% -19.8% -25%
US NASDAQ 100 QQQ -3.9% -8.7% -19% -23%
German DAX 40 DAX -1.9% -6.5% -36.1% -43%
Shanghai Shenzhen CSI 300 CSI 300 -3.8% -6.3% -21.6% -26%
Hongkong Hang Seng HSI -4.6% -12.3% -38.8% -41%
India NIFTY 50 INDA -2.4% -5.9% -18.8% -13%
Brasil Bovespa EWZ -6.5% -7.7% -40% -23%

NEWT vs. Sectors

Symbol 1w 1m 6m 12m
Communication Services XLC -3.8% -8.7% -22.6% -37%
Consumer Discretionary XLY -3.6% -5.4% -9.9% -32%
Consumer Staples XLP -3.8% -7% -21.3% -21%
Energy XLE -10% -10.1% -23.4% -17%
Financial XLF -2.5% -4.7% -22.6% -38%
Health Care XLV -6.1% -11.6% -19.3% -9%
Industrial XLI -3.1% -7.6% -25.3% -32%
Materials XLB -3.5% -8.6% -20.6% -13%
Real Estate XLRE -4.7% -8.2% -20.8% -27%
Technology XLK -4.4% -9.2% -20.2% -18%
Utilities XLU -5.5% -7.8% -28.1% -35%
Aerospace & Defense XAR -3.1% -13% -36.7% -57%
Biotech XBI -3.8% -15% -9% -6%
Homebuilder XHB -2.5% -2.2% -4.4% -5%
Retail XRT -0.2% -7.1% -11.8% -15%

NEWT vs. Commodities

Symbol 1w 1m 6m 12m
Oil USO -15.9% -25.9% -29.6% -17%
Natural Gas UNG -3.4% -4.6% -38.1% 1%
Gold GLD -7.7% -13.4% -50% -61%
Silver SLV -3.3% -18.6% -39.4% -36%
Copper CPER -1.6% -8.9% -34.7% -22%

NEWT vs. Bonds

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT -5.6% -7.9% -18.4% -10%
iShares High Yield Corp. Bond HYG -4.6% -7.7% -23.5% -23%