NewtekOne, Inc. (NEWT) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
Loading chart…
Investment Performance
Final Value
$4,746
Total Return
-52.54%
CAGR
-13.85%
Dividends
$2,378.22
Yield on Cost
23.78%
Rolling Returns
1-Month (21 Trading Days)
| Average | -0.35% |
| Median | -0.92% |
| Best | +48.24% |
| Worst | -44.64% |
| % of Windows Positive | 46.4% |
1-Year (252 Trading Days)
| Average | -12.06% |
| Median | -11.43% |
| Best | +57.72% |
| Worst | -53.90% |
| % of Windows Positive | 26.0% |
3-Year (756 Trading Days)
| Average | -30.59% |
| Median | -39.11% |
| Best | +44.68% |
| Worst | -58.25% |
| % of Windows Positive | 11.6% |
Risk Metrics
| Maximum Drawdown | -67.20% |
| Average Drawdown | -48.17% |
| Drawdown Duration | 1253 Trading Days (Unrecovered) |
| Sortino Ratio | -0.19 |
| Calmar Ratio | -0.21 |
| CVaR (5%) | -6.24% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +12.97% (+33.55% ann.) | +$1297.15 | $167.40 | $33.48 | $0.27 |
| 2025 | -6.16% | $616.26 | $607.81 | $121.56 | $0.97 |
| 2024 | -2.75% | $274.69 | $561.54 | $112.30 | $0.90 |
| 2023 | -11.55% | $1154.73 | $450.09 | $90.02 | $0.72 |
| 2022 | -34.39% | $3439.30 | $1032.67 | $206.53 | $1.65 |
| 2021 | +53.05% | +$5304.58 | $1650.23 | $330.05 | $2.64 |
| 2020 | -3.93% | $393.25 | $944.62 | $188.93 | $1.50 |
| 2019 | +40.13% | +$4012.88 | $1269.18 | $253.84 | $2.02 |
| 2018 | +1.59% | +$159.31 | $1000.85 | $200.17 | $1.60 |
| 2017 | +25.15% | +$2515.04 | $1061.29 | $212.26 | $1.69 |
| 2016 | +24.19% | +$2419.42 | $1412.23 | $282.45 | $2.26 |
| 2015 | +18.46% | +$1846.31 | $2874.72 | $574.96 | $4.61 |
| 2014 | -5.99% | $598.73 | $0.00 | $0.00 | $0.00 |
| 2013 | +68.82% | +$6881.71 | $0.00 | $0.00 | $0.00 |
| 2012 | +61.74% | +$6173.94 | $0.00 | $0.00 | $0.00 |
| 2011 | -33.14% | $3313.96 | $0.00 | $0.00 | $0.00 |
| 2010 | +75.51% | +$7550.99 | $0.00 | $0.00 | $0.00 |
| 2009 | +353.18% | +$35318.46 | $909.01 | $181.69 | $1.45 |
| 2008 | -82.26% | $8225.80 | $0.00 | $0.00 | $0.00 |
| 2007 | -37.69% | $3768.84 | $0.00 | $0.00 | $0.00 |
| 2006 | +3.11% | +$310.89 | $0.00 | $0.00 | $0.00 |
| 2005 | -55.12% | $5511.63 | $0.00 | $0.00 | $0.00 |
| 2004 | -38.04% | $3804.03 | $0.00 | $0.00 | $0.00 |
| 2003 | +58.09% | +$5808.66 | $0.00 | $0.00 | $0.00 |
| 2002 | +41.61% | +$4161.27 | $0.00 | $0.00 | $0.00 |
| 2001 | -0.80% | $79.99 | $0.00 | $0.00 | $0.00 |
| 2000 partial | -50.98% (-93.92% ann.) | $5098.04 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bust / post-bubble disinflation scare partial | September 27, 2000 – October 9, 2002 | -45.10% | -25.56% | $4509.80 | $0.00 | $0.00 | $0.00 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | -51.66% | -13.54% | $5166.17 | $0.00 | $0.00 | $0.00 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -84.37% | -73.12% | $8437.49 | $0.00 | $0.00 | $0.00 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +522.62% | +71.90% | +$52261.83 | $799.93 | $159.88 | $1.27 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +395.25% | +23.54% | +$39525.03 | $20458.11 | $4091.69 | $32.68 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -53.70% | -99.98% | $5370.34 | $202.67 | $40.54 | $0.32 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +51.91% | +95.96% | +$5190.75 | $1006.03 | $201.21 | $1.60 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +88.26% | +82.25% | +$8825.81 | $1531.18 | $306.24 | $2.44 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -43.46% | -45.42% | $4345.84 | $1064.44 | $212.89 | $1.70 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | -18.24% | -10.30% | $1824.22 | $1220.10 | $244.02 | $1.95 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | +19.43% | +10.97% | +$1942.52 | $1191.00 | $238.19 | $1.90 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2009-11-23 | $0.1000 | 2.17% |
| 2015-03-26 | $0.3900 | 1.99% |
| 2015-06-25 | $0.4700 | 2.58% |
| 2015-10-20 | $0.5000 | 2.79% |
| 2015-11-16 | $2.6900 | 15.62% |
| 2016-01-05 | $0.4000 | 2.84% |
| 2016-03-18 | $0.3500 | 2.75% |
| 2016-06-16 | $0.3500 | 2.80% |
| 2016-09-16 | $0.4300 | 3.00% |
| 2016-12-13 | $0.4000 | 2.52% |
| 2017-03-16 | $0.3600 | 2.07% |
| 2017-05-26 | $0.4000 | 2.29% |
| 2017-09-21 | $0.4400 | 2.45% |
| 2017-12-15 | $0.4400 | 2.31% |
| 2018-03-19 | $0.4000 | 2.13% |
| 2018-06-14 | $0.4200 | 2.11% |
| 2018-09-14 | $0.4800 | 2.08% |
| 2018-12-17 | $0.5000 | 2.59% |
| 2019-03-14 | $0.4000 | 1.95% |
| 2019-06-13 | $0.4600 | 2.01% |
| 2019-09-19 | $0.5800 | 2.43% |
| 2019-12-13 | $0.7100 | 3.02% |
| 2020-03-17 | $0.4400 | 3.52% |
| 2020-07-14 | $0.5600 | 3.11% |
| 2020-09-18 | $0.5800 | 2.91% |
| 2020-12-17 | $0.4700 | 2.45% |
| 2021-03-19 | $0.5000 | 1.84% |
| 2021-06-14 | $0.7000 | 1.86% |
| 2021-09-17 | $0.9000 | 3.08% |
| 2021-12-17 | $1.0500 | 3.51% |
| 2022-03-18 | $0.6500 | 2.29% |
| 2022-06-16 | $0.7500 | 3.44% |
| 2022-09-19 | $0.6500 | 3.10% |
| 2022-12-19 | $0.7000 | 3.70% |
| 2023-04-03 | $0.1800 | 1.41% |
| 2023-07-07 | $0.1800 | 1.10% |
| 2023-10-06 | $0.1800 | 1.30% |
| 2023-12-28 | $0.1800 | 1.25% |
| 2024-03-28 | $0.1900 | 1.69% |
| 2024-07-09 | $0.1900 | 1.47% |
| 2024-10-10 | $0.1900 | 1.50% |
| 2024-12-31 | $0.1900 | 1.47% |
| 2025-04-15 | $0.1900 | 1.84% |
| 2025-07-09 | $0.1900 | 1.58% |
| 2025-10-14 | $0.1900 | 1.72% |
| 2025-12-22 | $0.1900 | 1.55% |
| 2026-03-24 | $0.1900 | 1.66% |
| Total | 47 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-06-03 to 2026-06-03. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-06-14 | $187.12 | $37.42 | $0.30 | 4.0030 |
| 2021-09-17 | $244.18 | $48.84 | $0.39 | 7.2285 |
| 2021-12-17 | $292.47 | $58.49 | $0.47 | 8.5785 |
| 2022-03-18 | $186.63 | $37.32 | $0.30 | 5.5953 |
| 2022-06-16 | $219.53 | $43.91 | $0.35 | 9.0864 |
| 2022-09-19 | $196.17 | $39.23 | $0.31 | 8.0484 |
| 2022-12-19 | $216.89 | $43.38 | $0.35 | 10.4381 |
| 2023-04-03 | $57.65 | $11.53 | $0.09 | 3.7605 |
| 2023-07-07 | $58.33 | $11.67 | $0.09 | 2.8037 |
| 2023-10-06 | $58.83 | $11.77 | $0.10 | 3.3891 |
| 2023-12-28 | $59.44 | $11.89 | $0.10 | 3.3588 |
| 2024-03-28 | $63.38 | $12.68 | $0.10 | 4.6005 |
| 2024-07-09 | $64.26 | $12.85 | $0.10 | 4.1141 |
| 2024-10-10 | $65.04 | $13.01 | $0.10 | 4.1742 |
| 2024-12-31 | $65.83 | $13.17 | $0.10 | 4.1160 |
| 2025-04-15 | $66.62 | $13.32 | $0.10 | 5.2296 |
| 2025-07-09 | $67.61 | $13.52 | $0.11 | 4.5706 |
| 2025-10-14 | $68.48 | $13.69 | $0.11 | 4.9883 |
| 2025-12-22 | $69.43 | $13.89 | $0.11 | 4.7660 |
| 2026-03-24 | $70.33 | $14.07 | $0.11 | 5.0405 |
| Total | $2378.22 | $475.64 | $3.80 | 107.8902 |
All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.
For each rolling window, returns are calculated at every possible starting point:
return = (value[i] ÷ value[i − windowSize] − 1) × 100
- Windows
- 1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
- Statistics
- Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.
The series is segmented by calendar year:
return = (endValue ÷ startValue − 1) × 100
startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.