Monetta Young Investor Growth Fund (MYIFX)
The fund invests approximately 50% of its assets in exchange-traded funds ("ETFs") that seek to track the S&P 500 Index or other broad-based market indices that primarily include stocks of large capitalization U.S. companies. The balance of the fund is directly invested in common stocks of companies of all market capitalization ranges and is diversified among industries and market sectors.
Fund Info
US60934G7034
60934G703
Dec 12, 2006
$1,000
Large-Cap
Growth
Expense Ratio
MYIFX has a high expense ratio of 1.37%, indicating higher-than-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Monetta Young Investor Growth Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Monetta Young Investor Growth Fund had a return of 3.62% year-to-date (YTD) and 12.14% in the last 12 months. Over the past 10 years, Monetta Young Investor Growth Fund had an annualized return of -0.44%, while the S&P 500 had an annualized return of 11.26%, indicating that Monetta Young Investor Growth Fund did not perform as well as the benchmark.
MYIFX
3.62%
0.86%
1.21%
12.14%
-3.62%
-0.44%
^GSPC (Benchmark)
4.01%
1.13%
9.82%
22.80%
12.93%
11.26%
Monthly Returns
The table below presents the monthly returns of MYIFX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 3.83% | 3.62% | |||||||||||
| 2024 | 1.70% | 5.42% | 2.84% | -3.35% | 5.23% | 4.29% | -0.95% | 1.47% | 1.65% | -0.25% | -4.87% | 0.05% | 13.43% |
| 2023 | 7.89% | -2.88% | 4.83% | 2.11% | 3.16% | 6.07% | 3.30% | -1.71% | -5.11% | -1.77% | 1.93% | 4.22% | 23.37% |
| 2022 | -6.12% | -2.49% | 2.77% | -10.52% | -0.47% | -9.20% | 10.92% | -4.60% | -10.20% | 6.26% | -3.56% | -7.19% | -31.24% |
| 2021 | -1.21% | 3.87% | 2.69% | 5.01% | -0.91% | 2.15% | 2.33% | 3.07% | -4.55% | 6.28% | -18.03% | 2.81% | 1.01% |
| 2020 | 0.96% | -8.46% | -12.25% | 14.02% | 4.05% | 2.54% | 6.49% | 9.16% | -6.00% | -2.95% | -20.11% | 3.70% | -13.33% |
| 2019 | 8.69% | 3.06% | 2.39% | 3.84% | -5.90% | 6.32% | 1.98% | -2.12% | 0.72% | 2.91% | -2.44% | 2.67% | 23.49% |
| 2018 | 6.08% | -3.42% | -3.05% | 0.96% | 3.24% | 0.80% | 3.07% | 3.64% | 0.04% | -7.47% | -16.47% | -9.59% | -22.05% |
| 2017 | 2.37% | 3.28% | 0.33% | 1.49% | 1.33% | 0.23% | 2.39% | 0.49% | 1.80% | 3.41% | -0.58% | 0.93% | 18.81% |
| 2016 | -6.11% | -0.17% | 6.12% | 0.32% | 1.37% | -0.52% | 3.77% | 0.10% | 1.36% | -2.09% | 1.73% | 1.67% | 7.29% |
| 2015 | -2.66% | 5.72% | -1.04% | -0.24% | 1.62% | -1.08% | 2.04% | -6.27% | -2.28% | 8.42% | -8.84% | -2.07% | -7.62% |
| 2014 | -3.62% | 4.78% | -0.56% | -0.36% | 2.74% | 1.76% | -1.39% | 4.02% | -0.87% | 1.56% | 0.53% | -1.13% | 7.37% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of MYIFX is 30, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Monetta Young Investor Growth Fund (MYIFX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Monetta Young Investor Growth Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.06 | $0.07 | $0.07 | $0.12 | $0.09 | $0.09 |
Dividend yield | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.26% | 0.35% | 0.30% | 0.58% | 0.46% | 0.41% |
Monthly Dividends
The table displays the monthly dividend distributions for Monetta Young Investor Growth Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | ||||||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.06 | $0.06 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.07 | $0.07 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.07 | $0.07 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.12 | $0.12 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.09 | $0.09 |
| 2014 | $0.09 | $0.09 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Monetta Young Investor Growth Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Monetta Young Investor Growth Fund was 49.33%, occurring on Dec 28, 2022. The portfolio has not yet recovered.
The current Monetta Young Investor Growth Fund drawdown is 25.17%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -49.33% | Sep 3, 2020 | 584 | Dec 28, 2022 | — | — | — |
| -45.61% | Oct 11, 2007 | 353 | Mar 9, 2009 | 172 | Nov 10, 2009 | 525 |
| -38.12% | Oct 2, 2018 | 370 | Mar 23, 2020 | 114 | Sep 2, 2020 | 484 |
| -22.48% | Jul 21, 2015 | 143 | Feb 11, 2016 | 264 | Mar 1, 2017 | 407 |
| -17.63% | Jul 8, 2011 | 61 | Oct 3, 2011 | 85 | Feb 3, 2012 | 146 |
Volatility
Volatility Chart
The current Monetta Young Investor Growth Fund volatility is 3.40%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.