Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NEWTL (Newtek Business Services Corp) | NA | -100.00% | -100.00% | -100.00% | NA | NA | NA | … | … |
Data as of 08/02/2024, Common starting date is 07/31/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NEWTL (Newtek Business Services Corp) | 07/31/2019 | 08/02/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -100.00 | -100.00 | -100.00 | -100.00 | NA | NA | NA | … | … | -100.00 | 6.81 | 3.41 | 6.44 | 3.19 | 4.79 |
| Sharpe Ratio | NA | 1.23 | 0.51 | NA | NA | NA | NA | … | … | 1.86 | 0.35 | 0.35 | 0.95 | 0.08 | 1.51 |
| Standard Deviation(%) | NA | 3.06 | 5.79 | NA | NA | NA | NA | … | … | 2.23 | 7.35 | 5.79 | 6.73 | 39.11 | 7.03 |
| Draw Down(%) | NA | 100.00 | 100.00 | 100.00 | NA | NA | NA | … | … | 100.00 | 3.01 | 1.94 | 3.12 | 42.07 | 2.81 |
| Yield(%) | 0.00 | 5.84 | 5.69 | 5.68 | 2.87 | 1.91 | 1.43 | … | … | 4.32 | 5.77 | 5.66 | 5.68 | 5.53 | 1.46 |
Data as of 08/02/2024, Common starting date is 07/31/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NEWTL (Newtek Business Services Corp) |
3.96%
Feb 2020 – Feb 2023 |
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 |
|---|---|---|---|---|
| NEWTL (Newtek Business Services Corp) |
10.76%
Mar 2020 – Mar 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart