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Monetta (MONTX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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26.33+0.28 (+1.07%)
At close: 08:06AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.39%
5-year average return11.52%
Number of years up28
Number of years down9
Best 1-yr total return (5 May 2024)48.73%
Worst 1-yr total return (5 May 2024)N/A
Best 3-yr total return48.73%
Worst 3-yr total return3.20%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMONTXCategory
YTD4.58%12.38%
1-month-4.12%5.09%
3-month2.67%10.28%
1-year23.21%41.70%
3-year1.87%22.56%
5-year10.62%21.98%
10-year10.46%15.99%
Last bull market23.72%25.99%
Last bear market-20.50%-17.29%

Annual total return (%) history

Year
MONTXCategory
2024
N/AN/A
2023
31.29%N/A
2022
-27.93%N/A
2021
17.83%N/A
2020
29.41%35.86%
2019
28.30%31.90%
2018
-3.36%-2.09%
2017
19.19%27.67%
2016
6.98%3.23%
2015
3.19%3.60%
2014
7.15%10.00%
2013
34.89%33.92%
2012
10.47%15.34%
2011
-13.75%-2.46%
2010
23.42%15.53%
2009
48.73%35.68%
2008
-47.54%-40.67%
2007
27.77%13.35%
2006
7.51%7.05%
2005
15.40%6.71%
2004
1.49%7.81%
2003
30.08%28.66%
2002
-15.27%-27.64%
2001
-21.05%-22.30%
2000
-15.97%-13.05%
1999
51.80%38.87%
1998
-9.03%34.55%
1997
26.18%26.36%
1996
1.60%19.76%
1995
28.02%32.65%
1994
-6.19%-2.45%
1993
0.49%8.69%
1992
5.49%5.92%
1991
55.90%40.07%
1990
11.38%-3.78%
1989
15.23%27.76%
1988
23.07%12.55%
1987
1.54%1.56%
1986
N/A14.05%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.08%N/AN/AN/A
20239.69%9.56%-2.08%11.58%
2022-6.73%-20.50%-5.09%2.40%
20215.08%6.83%-1.26%6.32%
2020-17.93%23.72%12.92%12.88%
201913.26%3.46%-0.51%10.05%
2018-2.49%7.65%8.77%-15.36%
20176.02%2.01%4.64%5.32%
2016-3.62%-0.19%7.15%3.79%
20153.39%0.88%-6.72%6.07%
2014-1.14%3.89%1.48%2.80%
20139.82%3.80%8.85%8.71%
201216.37%-11.62%4.98%2.32%
20113.66%-1.82%-20.76%6.96%
20108.72%-14.03%17.65%12.24%
2009-8.22%30.39%19.73%3.80%
2008-15.18%4.65%-20.73%-25.45%
20072.95%9.34%9.99%3.20%
20067.67%-3.33%-3.29%6.79%
2005-1.15%7.50%6.25%2.22%
2004-0.78%-5.01%-0.21%7.91%
2003-6.35%18.97%2.39%14.02%
2002-2.26%-6.05%-8.31%0.64%
2001-18.17%9.13%-22.62%14.25%
200018.89%-3.30%-6.09%-22.18%
1999-11.23%14.46%1.18%47.66%
199811.00%-8.97%-23.50%17.68%
1997-7.26%20.56%19.99%-5.94%
19961.54%3.10%-0.18%-2.76%
19959.64%6.91%12.46%-2.88%
1994-2.64%-5.42%7.06%-4.85%
1993-6.63%0.74%7.78%-0.87%
19920.64%-6.38%2.97%8.73%
199118.52%3.00%13.53%12.48%
19905.36%11.83%-19.29%17.11%
19893.12%7.99%4.74%-1.21%
19886.20%12.65%2.33%0.53%
198715.10%0.71%-3.24%-9.47%
1986-6.16%3.60%N/AN/A

Rank in category (by total return)

YTD74
1-month21
3-month74
1-year80
3-year78
5-year80

Load adjusted returns

1-year23.21%
3-year1.87%
5-year10.62%
10-year10.46%