MONTX
Monetta
$29.22
0.03 (0.10%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap Growth |
|---|---|
| Market Cap | 82.199M |
| 52 Week High | 29.22 |
| 52 Week Low | 21.32 |
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Key Data
| Symbol | MONTX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap Growth |
| Price | 29.22 |
| Price Yesterday | 29.19 |
| Market Cap | 82.20 |
| YTD Return | 18.44% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.0146 |
Overview
| 52 Week High | 29.22 |
|---|---|
| 52 Week Low | 21.32 |
| Market Cap | 82.20M |
| Shares Outstanding | 2.81M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 0.00% |
Returns Annualized
| One Day | 29.58% |
|---|---|
| Five Days | 200.30% |
| One Months | 85.75% |
| Three Months | 43.45% |
| Six Months | 41.57% |
| Nine Months | 42.18% |
| One Year | 31.24% |
| Three Years | 5.37% |
| Five Years | 12.75% |
| Ten Years | 11.29% |
| YTD | 38.88% |
| Since Inception | 8.93% |
Returns Total
| One Day | 0.10% |
|---|---|
| Five Days | 2.20% |
| One Month | 5.03% |
| Three Months | 9.27% |
| Six Months | 18.64% |
| Nine Months | 29.81% |
| One Year | 31.21% |
| Three Years | 16.91% |
| Five Years | 81.94% |
| Ten Years | 190.72% |
| YTD | 18.44% |
| Since Inception | 2037.53% |
Yearly Returns
| 2024 | 18.44% |
|---|---|
| 2023 | 31.29% |
| 2022 | -27.93% |
| 2021 | 17.83% |
| 2020 | 29.41% |
| 2019 | 28.31% |
| 2018 | -3.36% |
| 2017 | 19.19% |
| 2016 | 6.97% |
| 2015 | 3.20% |
Risk against SP-DA
| Alpha | -1.47% |
|---|---|
| Beta | 1.17 |
| Correlation | 97.06% |
| Downside Deviation | 2.67% |
| Coefficient of determination | 94.22% |
| Standard Deviation | 3.88% |
| Sharpe Ratio | 0.19 |
| Sortino | 0.95 |
| Treynor | 22.08 |
| Ulcer Index | 2.75 |
| Ulcer Performance Index | 0.92 |