(NEWT) Newtek Business - Performance 6.1% in 12m
Compare NEWT with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
-7.50%
#12 in Group
Rel. Strength
53.05%
#3772 in Universe
Total Return 12m
6.06%
#7 in Group
Total Return 5y
8.90%
#12 in Group
P/E 5.12
0th Percentile in Group
P/E Forward 4.46
13th Percentile in Group
PEG 3.28
75th Percentile in Group
FCF Yield -24.80%
11th Percentile in Group
12m Total Return: NEWT (6.1%) vs XLF (19.3%)
5y Drawdown (Underwater) Chart
Top Performers in Diversified Financial Services
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 |
-15.4% | -11% | 48.5% | 9.2 | 7.08 | 1.19 | -48.9% | -41.5% |
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 | -11.23% | -4.78% | -4.31% |
| 3 Months | -17.29% | -6.25% | -7.85% |
| 12 Months | 6.06% | 19.30% | 10.76% |
| 5 Years | 8.90% | 134.53% | 106.31% |
| Trend Score (consistency of price movement) | NEWT | XLF | S&P 500 |
| 1 Month | -31.7% | -30.6% | -35.6% |
| 3 Months | -89.1% | -83.1% | -89.7% |
| 12 Months | 2.10% | 84.9% | 58.3% |
| 5 Years | -34.8% | 75.2% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #10 | -6.78% | -7.23% |
| 3 Month | #13 | -11.8% | -10.2% |
| 12 Month | #8 | -11.1% | -4.24% |
| 5 Years | #12 | -53.6% | -47.2% |
FAQs
Does NEWT Newtek Business outperforms the market?
No,
over the last 12 months NEWT made 6.06%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 19.30%.
Over the last 3 months NEWT made -17.29%, while XLF made -6.25%.
Over the last 3 months NEWT made -17.29%, while XLF made -6.25%.
Performance Comparison NEWT vs Indeces and Sectors
NEWT vs. Indices NEWT is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.72% | -6.92% | -11.3% | -4.70% |
| US NASDAQ 100 | QQQ | -1.24% | -6.99% | -11.3% | -5.95% |
| US Dow Jones Industrial 30 | DIA | 2.79% | -5.45% | -11.6% | -0.92% |
| German DAX 40 | DAX | 3.38% | -7.42% | -29.7% | -17.5% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 7.25% | -7.73% | -9.89% | -2.56% |
| Hongkong Hang Seng | HSI | 2.99% | -8.35% | -13.2% | -7.96% |
| India NIFTY 50 | INDA | 8.15% | -12.8% | -12.9% | 4.26% |
| Brasil Bovespa | EWZ | 0.97% | -13.2% | -15.8% | 11.6% |
NEWT vs. Sectors NEWT is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.86% | -5.65% | -20.1% | -16.3% |
| Consumer Discretionary | XLY | -1.63% | -7.19% | -14.5% | -8.29% |
| Consumer Staples | XLP | 8.18% | -14.0% | -16.6% | -3.43% |
| Energy | XLE | 4.07% | 0.40% | -8.88% | 18.0% |
| Financial | XLF | 2.68% | -6.45% | -19.4% | -13.2% |
| Health Care | XLV | 3.74% | -6.26% | -9.30% | 5.80% |
| Industrial | XLI | 2.55% | -7.16% | -11.7% | -0.85% |
| Materials | XLB | 3.97% | -6.72% | -4.42% | 11.4% |
| Real Estate | XLRE | 5.55% | -9.32% | -9.16% | -9.06% |
| Technology | XLK | -3.09% | -6.71% | -6.44% | -0.18% |
| Utilities | XLU | 4.87% | -12.9% | -14.4% | -14.4% |
| Aerospace & Defense | XAR | 1.16% | -10.9% | -22.6% | -20.9% |
| Biotech | XBI | 1.59% | -3.39% | 1.78% | 8.31% |
| Homebuilder | XHB | 2.47% | -5.21% | 3.67% | 14.0% |
| Retail | XRT | 3.51% | -8.30% | -7.19% | 9.68% |