The total return over the past 12 months is +7.96% vs. +16.94% for the S&P 500. So far it's up +5.71% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | (0.67%) | N/A | N/A | N/A | N/A | N/A |
| Total Return CAGR | +7.96% | N/A | N/A | N/A | N/A | N/A |
| 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 | +98.99% | N/A | N/A | N/A | N/A | N/A |
Visualize historical growth rates over rolling horizons. Use the dropdown to select different metric vectors.
NewtekOne, Inc. 8.50% Fixed Rate Senior Notes due 2029 (NEWTG)
| Year | Start price | End price | NEWTG Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | $25.16 | $24.98 | +5.71% | +14.51% | (8.80%) |
| 2025 | $25.32 | $25.16 | +8.15% | +17.72% | (9.57%) |
Start and end prices are split-adjusted closing prices. Total return includes reinvested dividends, so it can differ from the price change.
