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 above-average management fees.
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
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Returns By Period
Monetta Young Investor Growth Fund (MYIFX) returned 0.26% year-to-date (YTD) and 13.67% over the past 12 months. Over the past 10 years, MYIFX delivered an annualized return of 11.79%, outperforming the S&P 500 benchmark at 10.84%.
MYIFX
0.26%
7.19%
0.94%
13.67%
14.54%
14.23%
11.79%
^GSPC (Benchmark)
0.52%
6.32%
-1.44%
12.25%
12.45%
14.20%
10.84%
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% | -3.64% | -7.03% | 0.44% | 7.30% | 0.26% | |||||||
| 2024 | 1.70% | 5.42% | 2.84% | -3.35% | 5.23% | 4.29% | -0.95% | 1.47% | 1.65% | -0.25% | 6.96% | 0.05% | 27.54% |
| 2023 | 7.89% | -2.88% | 4.83% | 2.11% | 3.16% | 6.07% | 3.30% | -1.71% | -5.11% | -1.77% | 9.82% | 4.22% | 32.92% |
| 2022 | -6.12% | -2.49% | 2.77% | -10.52% | -0.47% | -9.20% | 10.92% | -4.60% | -10.20% | 6.26% | 4.03% | -7.19% | -25.83% |
| 2021 | -1.21% | 3.87% | 2.69% | 5.01% | -0.91% | 2.15% | 2.33% | 3.07% | -4.55% | 6.28% | -0.17% | 2.81% | 23.01% |
| 2020 | 0.96% | -8.46% | -12.25% | 14.02% | 4.05% | 2.53% | 6.49% | 9.16% | -6.00% | -2.95% | 11.21% | 3.70% | 20.65% |
| 2019 | 8.69% | 3.06% | 2.40% | 3.84% | -5.90% | 6.32% | 1.98% | -2.12% | 0.72% | 2.91% | 4.67% | 2.67% | 32.49% |
| 2018 | 6.08% | -3.42% | -3.05% | 0.96% | 3.24% | 0.80% | 3.07% | 3.64% | 0.04% | -7.47% | 1.41% | -9.59% | -5.38% |
| 2017 | 2.37% | 3.28% | 0.33% | 1.49% | 1.33% | 0.23% | 2.39% | 0.48% | 1.80% | 3.40% | 3.04% | 0.93% | 23.15% |
| 2016 | -6.11% | -0.17% | 6.12% | 0.32% | 1.37% | -0.52% | 3.77% | 0.10% | 1.36% | -2.09% | 1.99% | 1.67% | 7.58% |
| 2015 | -2.66% | 5.72% | -1.04% | -0.24% | 1.62% | -1.08% | 2.04% | -6.27% | -2.28% | 8.42% | 0.05% | -2.07% | 1.40% |
| 2014 | -3.62% | 4.78% | -0.56% | -0.36% | 2.74% | 1.76% | -1.39% | 4.01% | -0.87% | 1.56% | 2.68% | -1.12% | 9.67% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of MYIFX is 52, 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.
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Dividends
Dividend History
Monetta Young Investor Growth Fund provided a 12.34% dividend yield over the last twelve months, with an annual payout of $2.39 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.39 | $2.39 | $1.23 | $1.15 | $4.37 | $7.38 | $1.69 | $4.48 | $0.92 | $0.65 | $2.00 | $0.53 |
Dividend yield | 12.34% | 12.37% | 7.18% | 8.31% | 21.75% | 37.08% | 7.34% | 24.02% | 3.82% | 3.21% | 10.53% | 2.58% |
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 | $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 | $2.39 | $0.00 | $2.39 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.23 | $0.00 | $1.23 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.15 | $0.00 | $1.15 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.37 | $0.00 | $4.37 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $7.38 | $0.00 | $7.38 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.63 | $0.06 | $1.69 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.41 | $0.07 | $4.48 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.84 | $0.07 | $0.92 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.53 | $0.12 | $0.65 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.91 | $0.09 | $2.00 |
| 2014 | $0.45 | $0.09 | $0.53 |
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.
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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 45.62%, occurring on Mar 9, 2009. Recovery took 172 trading sessions.
The current Monetta Young Investor Growth Fund drawdown is 4.10%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -45.62% | Oct 11, 2007 | 353 | Mar 9, 2009 | 172 | Nov 10, 2009 | 525 |
| -32.65% | Feb 20, 2020 | 23 | Mar 23, 2020 | 94 | Aug 5, 2020 | 117 |
| -28.95% | Jan 4, 2022 | 195 | Oct 12, 2022 | 321 | Jan 24, 2024 | 516 |
| -21.13% | Oct 2, 2018 | 58 | Dec 24, 2018 | 81 | Apr 23, 2019 | 139 |
| -20.52% | Feb 20, 2025 | 34 | Apr 8, 2025 | — | — | — |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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