Monetta Young Investor Growth Fund (MYIFX)

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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.

Monetta Young Investor Growth Fund (MYIFX) has returned -9.99% so far this year and 11.67% over the past 12 months. Over the last decade, MYIFX has posted an annualized return of 12.40%, slightly higher than the S&P 500 Index benchmark’s 12.16%.

Based on dividend-adjusted daily data since Dec 14, 2006, MYIFX's average daily return is +0.05%, while the average monthly return is +1.00%. At this rate, your investment would double in approximately 5.8 years.

Historically, 64% of months were positive and 36% were negative. The best month was Apr 2009 with a return of +17.1%, while the worst month was Mar 2020 at -12.3%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 5 months.

On a daily basis, MYIFX closed higher 53% of trading days. The best single day was Apr 9, 2025 with a return of +10.4%, while the worst single day was Mar 16, 2020 at -11.7%.

Monetta Young Investor Growth Fund has an annualized alpha of 3.17%, beta of 0.98, and R² of 0.96 versus S&P 500 Index. Calculated based on daily prices since December 15, 2006.

• This fund captured 107.27% of S&P 500 Index gains but only 93.25% of its losses — a favorable profile for investors.
• This fund generated an annualized alpha of 3.17% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
• With beta of 0.98 and R² of 0.96, this fund moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

MYIFX has a high expense ratio of 1.37%, indicating above-average management fees.

MYIFX ranks 25 for risk / return — below 25% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

The table below present risk-adjusted performance metrics for Monetta Young Investor Growth Fund (MYIFX) and compare them to a chosen benchmark (S&P 500 Index).

Monetta Young Investor Growth Fund provided a 21.11% dividend yield over the last twelve months, with an annual payout of $3.56 per share. The fund has been increasing its distributions for 3 consecutive years.

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.

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.

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 45.61%, occurring on Mar 9, 2009. Recovery took 172 trading sessions.

The current Monetta Young Investor Growth Fund drawdown is 11.69%.

The chart below shows the rolling one-month volatility.