The total return over the past 12 months is +6.42% vs. +16.94% for the S&P 500. So far it's up +2.96% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | (1.75%) | (7.02%) | (16.96%) | (2.40%) | +3.61% | +1.10% |
| Total Return CAGR | +6.42% | (0.52%) | (10.00%) | +6.82% | +11.43% | +6.89% |
| Revenue CAGR | (2.05%) | +22.11% | +20.77% | +21.22% | +7.12% | +9.29% |
| Net Income CAGR | +22.74% | +23.55% | +0.80% | +7.48% | +30.57% | +20.30% |
| EPS CAGR | +16.18% | +21.44% | +8.58% | +2.75% | +18.02% | +3.84% |
| Free Cash Flow CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| Operating Cash Flow CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| Dividends CAGR | 0.00% | +12.06% | (24.75%) | (8.90%) | (5.15%) | N/A |
Visualize historical growth rates over rolling horizons. Use the dropdown to select different metric vectors.
NewtekOne, Inc. (NEWT)
| Year | Start price | End price | NEWT Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | $11.35 | $11.15 | +2.96% | +14.51% | (11.55%) |
| 2025 | $12.77 | $11.35 | (4.88%) | +17.72% | (22.60%) |
| 2024 | $13.80 | $12.77 | (1.53%) | +24.89% | (26.42%) |
| 2023 | $16.25 | $13.80 | (10.64%) | +26.19% | (36.83%) |
| 2022 | $27.63 | $16.25 | (32.59%) | (18.17%) | (14.42%) |
| 2021 | $19.69 | $27.63 | +56.39% | +28.74% | +27.65% |
| 2020 | $22.65 | $19.69 | (1.51%) | +18.37% | (19.88%) |
| 2019 | $17.44 | $22.65 | +42.81% | +31.22% | +11.59% |
| 2018 | $18.49 | $17.44 | +3.49% | (4.56%) | +8.05% |
| 2017 | $15.90 | $18.49 | +27.47% | +21.70% | +5.77% |
Start and end prices are split-adjusted closing prices. Total return includes reinvested dividends, so it can differ from the price change.
