TBLD vs NEWTH
Comparison between Thornburg Income Builder Opportunities Trust (TBLD, Company) and NewtekOne Inc (NEWTH, Company).
TBLD vs NEWTH - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap
Winner
TBLD
$730M
NEWTH
$728M
Max Drawdown
TBLD
38.74%
Winner
NEWTH
7.91%
Sharpe Ratio
Winner
TBLD
1.35
NEWTH
0.90
5Y Beta
TBLD
0.38
Winner
NEWTH
0.10
Industry
TBLD
Asset Management
NEWTH
N/A
P/E Ratio
Winner
TBLD
7.48
NEWTH
11.04
PEG Ratio
TBLD
N/A
NEWTH
0.71
Dividend Yield
TBLD
N/A
NEWTH
2.93%
Debt to Equity
Winner
TBLD
0.00%
NEWTH
136.02%
Free Cash Flow Yield
TBLD
0.00%
NEWTH
N/A
P/S Ratio
TBLD
4.94
NEWTH
N/A
P/B Ratio
TBLD
0.99
NEWTH
N/A
TBLD vs NEWTH - Historical Returns
Returns include dividend reinvestment.
1M
Winner
TBLD
-0.12%
NEWTH
-0.39%
3M
Winner
TBLD
+1.82%
NEWTH
+0.30%
6M
Winner
TBLD
+12.95%
NEWTH
+2.31%
1Y
Winner
TBLD
+23.68%
NEWTH
+9.02%
5Y(CAGR)
TBLD
+9.45%
NEWTH
N/A
Max(CAGR)
Winner
TBLD
+9.45%
NEWTH
+7.33%
TBLD vs NEWTH - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | TBLD | NEWTH |
|---|---|---|
| 2026 | +10.01% | +1.77% |
| 2025 | +32.03% | +7.18% |
| 2024 | +14.77% | +2.38% |
| 2023 | +17.12% | N/A |
| 2022 | -18.29% | N/A |
| 2021 | -4.16% | N/A |
TBLD vs NEWTH Drawdown Comparison
The maximum drawdown for TBLD was -33.64%, occurring on Sep 29, 2022. Recovery took 714 trading sessions.
The maximum drawdown for NEWTH was -5.48%, occurring on Apr 7, 2025. Recovery took 47 trading sessions.
The current TBLD drawdown is -4.64%. The current NEWTH drawdown is -1.32%.
| Rank | TBLD | NEWTH |
|---|---|---|
| #1 | -33.64% Sep 1, 2021 - Jul 8, 2024 | -5.48% Mar 3, 2025 - May 8, 2025 |
| #2 | -8.02% Sep 30, 2024 - Feb 13, 2025 | -3.84% Feb 20, 2026 - Apr 13, 2026 |
| #3 | -7.81% Feb 19, 2026 - Apr 17, 2026 | -2.45% Apr 13, 2026 - Apr 17, 2026 |
| #4 | -7.25% Mar 31, 2025 - Apr 28, 2025 | -2.14% Nov 12, 2024 - Dec 23, 2024 |
| #5 | -4.86% Jul 17, 2025 - Sep 11, 2025 | -1.70% Dec 26, 2024 - Feb 21, 2025 |
| #6 | -4.86% Apr 20, 2026 - May 22, 2026 | -1.19% May 9, 2025 - Jun 3, 2025 |
| #7 | -4.64% May 26, 2026 - Jun 5, 2026 | -1.07% Nov 17, 2025 - Dec 2, 2025 |
| #8 | -4.13% Nov 11, 2025 - Jan 6, 2026 | -0.99% Jul 30, 2025 - Oct 6, 2025 |
| #9 | -3.67% Jul 11, 2024 - Aug 13, 2024 | -0.92% Oct 27, 2025 - Nov 6, 2025 |
| #10 | -2.97% Jul 2, 2025 - Jul 16, 2025 | -0.87% Feb 4, 2026 - Feb 12, 2026 |
| #11 | -2.90% Sep 15, 2025 - Oct 14, 2025 | -0.79% Dec 16, 2025 - Jan 2, 2026 |
| #12 | -2.02% Oct 14, 2025 - Nov 3, 2025 | -0.75% Oct 18, 2024 - Nov 1, 2024 |
| #13 | -1.88% Mar 5, 2025 - Mar 19, 2025 | -0.72% Jun 10, 2025 - Jul 2, 2025 |
| #14 | -1.75% Sep 19, 2024 - Sep 25, 2024 | -0.52% Jan 15, 2026 - Jan 26, 2026 |
| #15 | -1.48% Aug 21, 2024 - Aug 26, 2024 | -0.52% Sep 19, 2024 - Oct 11, 2024 |
Correlation
Correlation between TBLD and NEWTH is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2021 - 2026)
TBLD vs NEWTH dividend yield comparison.
| Year | TBLD | NEWTH |
|---|---|---|
| 2026 | 1.91% | 2.13% |
| 2025 | 6.22% | 9.24% |
| 2024 | 8.32% | 0.00% |
| 2023 | 8.06% | 0.00% |
| 2022 | 8.03% | 0.00% |
| 2021 | 2.79% | 0.00% |
Select Stocks to Compare
Popular: TBLD vs SPYNEWTH vs SPY
More Comparisons
Compare with similar stocks