Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NEWTH (NewtekOne, Inc. 8.625% Fixed Rate Senior Notes due 2029) | 3.89% | 10.28% | NA | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 09/17/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NEWTH (NewtekOne, Inc. 8.625% Fixed Rate Senior Notes due 2029) | 09/17/2024 | 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 (%) | -0.44 | 10.28 | NA | NA | NA | NA | NA | … | … | 3.89 | 7.52 | 2.38 |
| Sharpe Ratio | NA | 1.60 | NA | NA | NA | NA | NA | … | … | 1.37 | 0.78 | 0.99 |
| Standard Deviation(%) | NA | 5.46 | NA | NA | NA | NA | NA | … | … | 6.67 | 5.96 | 5.34 |
| Draw Down(%) | NA | 3.82 | NA | NA | NA | NA | NA | … | … | 3.82 | 5.47 | 2.14 |
| Yield(%) | 0.00 | 8.69 | 4.51 | 2.71 | 1.35 | 0.90 | 0.68 | … | … | 4.24 | 9.02 | 0.00 |
Data as of 06/09/2026, Common starting date is 09/17/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NEWTH (NewtekOne, Inc. 8.625% 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 |
|---|---|---|---|---|
| NEWTH (NewtekOne, Inc. 8.625% Fixed Rate Senior Notes due 2029) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart