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Monetta Young Investor Growth (MYIFX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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16.52+0.06 (+0.36%)
At close: 08:00PM EST

Performance overview

Morningstar return ratingN/A1
Year-to-date return28.62%
5-year average return12.15%
Number of years up13
Number of years down3
Best 1-yr total return (7 Dec 2023)49.80%
Worst 1-yr total return (7 Dec 2023)N/A
Best 3-yr total return49.80%
Worst 3-yr total return3.18%

Trailing returns (%) vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMYIFXCategory
YTD28.62%12.38%
1-month5.11%5.09%
3-month4.37%10.28%
1-year23.87%41.70%
3-year6.04%22.56%
5-year12.15%21.98%
10-year10.60%15.99%
Last bull market36.05%25.99%
Last bear market-19.14%-17.29%

Annual total return (%) history

Year
MYIFXCategory
2023
N/AN/A
2022
-25.79%N/A
2021
22.87%N/A
2020
20.47%35.86%
2019
32.58%31.90%
2018
-5.30%-2.09%
2017
23.10%27.67%
2016
10.16%3.23%
2015
1.40%3.60%
2014
9.67%10.00%
2013
32.78%33.92%
2012
14.71%15.34%
2011
1.51%-2.46%
2010
23.68%15.53%
2009
49.80%35.68%
2008
-26.78%-40.67%
2007
5.16%13.35%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20239.84%11.73%-3.66%N/A
2022-5.92%-19.14%-4.97%2.65%
20215.38%6.29%0.67%8.96%
2020-18.90%21.64%9.27%11.76%
201914.70%3.88%0.54%10.67%
2018-0.67%5.08%6.87%-15.10%
20176.07%3.07%4.74%7.50%
2016-0.53%1.16%5.29%3.98%
20151.84%0.29%-6.54%6.23%
20140.41%4.18%1.68%3.10%
20139.32%3.68%6.75%9.74%
201213.18%-3.75%5.35%-0.06%
20113.79%1.10%-12.07%10.02%
20109.00%-11.54%14.48%12.05%
2009-7.03%22.97%19.72%9.45%
2008-9.23%-2.12%-5.52%-12.77%
20071.51%3.87%2.58%-2.76%

Rank in category (by total return)

YTD62
1-month78
3-month66
1-year63
3-year41
5-year78

Load adjusted returns

1-year18.22%
3-year6.39%
5-year10.89%
10-year10.49%