MYIFX
Monetta Young Investor Growth
$20.50
0.02 (0.10%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap Growth |
|---|---|
| Market Cap | 41.505M |
| 52 Week High | 20.5 |
| 52 Week Low | 14.61 |
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Key Data
| Symbol | MYIFX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap Growth |
| Price | 20.5 |
| Price Yesterday | 20.48 |
| Market Cap | 41.51 |
| YTD Return | 20.23% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.0165 |
Overview
| 52 Week High | 20.50 |
|---|---|
| 52 Week Low | 14.61 |
| Market Cap | 41.51M |
| Shares Outstanding | 2.02M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 5.97% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 5.97% |
Returns Annualized
| One Day | 27.92% |
|---|---|
| Five Days | 206.42% |
| One Months | 97.90% |
| Three Months | 42.84% |
| Six Months | 46.88% |
| Nine Months | 46.14% |
| One Year | 31.33% |
| Three Years | 8.36% |
| Five Years | 13.82% |
| Ten Years | 12.24% |
| YTD | 42.98% |
| Since Inception | 12.01% |
Returns Total
| One Day | 0.10% |
|---|---|
| Five Days | 2.24% |
| One Month | 5.56% |
| Three Months | 9.16% |
| Six Months | 20.80% |
| Nine Months | 32.48% |
| One Year | 31.29% |
| Three Years | 27.07% |
| Five Years | 90.72% |
| Ten Years | 216.41% |
| YTD | 20.23% |
| Since Inception | 629.80% |
Yearly Returns
| 2024 | 20.23% |
|---|---|
| 2023 | 32.75% |
| 2022 | -25.80% |
| 2021 | 22.87% |
| 2020 | 20.47% |
| 2019 | 32.59% |
| 2018 | -5.29% |
| 2017 | 23.09% |
| 2016 | 10.16% |
| 2015 | 1.40% |
Risk against SP-DA
| Alpha | 0.14% |
|---|---|
| Beta | 1.11 |
| Correlation | 97.57% |
| Downside Deviation | 2.78% |
| Coefficient of determination | 95.20% |
| Standard Deviation | 3.65% |
| Sharpe Ratio | 0.21 |
| Sortino | 0.94 |
| Treynor | 23.46 |
| Ulcer Index | 2.88 |
| Ulcer Performance Index | 0.91 |