Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NEWTG (NewtekOne, Inc. 8.50% Fixed Rate Senior Notes due 2029) | 4.65% | 12.36% | NA | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 05/31/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NEWTG (NewtekOne, Inc. 8.50% Fixed Rate Senior Notes due 2029) | 05/31/2024 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.68 | 12.36 | NA | NA | NA | NA | NA | … | … | 4.65 | 8.19 | 6.40 |
| Sharpe Ratio | NA | 1.48 | NA | NA | NA | NA | NA | … | … | 1.24 | 0.72 | 1.73 |
| Standard Deviation(%) | NA | 6.14 | NA | NA | NA | NA | NA | … | … | 6.10 | 7.39 | 4.48 |
| Draw Down(%) | NA | 2.34 | NA | NA | NA | NA | NA | … | … | 2.34 | 3.52 | 1.61 |
| Yield(%) | 0.00 | 8.69 | 5.71 | 3.43 | 1.71 | 1.14 | 0.86 | … | … | 4.22 | 8.39 | 4.30 |
Data as of 06/09/2026, Common starting date is 05/31/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NEWTG (NewtekOne, Inc. 8.50% Fixed Rate Senior Notes due 2029) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NEWTG (NewtekOne, Inc. 8.50% Fixed Rate Senior Notes due 2029) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart