Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MONTX (MONETTA FUND MONETTA FUND) | 13.27% | 30.45% | 26.91% | 13.20% | 15.54% | 12.70% | 10.69% | … | … |
Data as of 06/04/2026, Common starting date is 12/30/1986
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MONTX (MONETTA FUND MONETTA FUND) | 12/30/1986 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.63 | 30.45 | 26.91 | 13.20 | 15.54 | 12.70 | 10.69 | … | … | 13.27 | 6.37 | 20.92 | 31.29 | -33.11 | 4.93 | 24.05 | 28.30 | -3.37 | 19.28 | 7.01 | 3.20 | 7.18 | 34.79 | 10.49 | -13.75 | 23.42 | 48.73 | -47.54 | 27.77 | 7.51 | 15.40 | 1.49 | 30.08 | -15.27 | -21.05 | -16.81 | 51.80 | -9.05 | 26.40 | 1.60 | 28.02 | -6.21 | 0.49 | 5.48 | 44.00 | 5.97 | 7.33 | 3.34 | 1.54 | 1.45 |
| Sharpe Ratio | NA | 1.77 | 1.28 | 0.53 | 0.68 | NA | NA | … | … | 1.79 | 0.11 | 0.84 | 1.87 | -1.21 | 0.24 | 0.68 | 1.88 | -0.24 | 2.08 | 0.46 | 0.20 | 0.53 | 2.93 | 0.64 | -0.46 | 0.95 | 1.29 | -1.08 | 1.38 | 0.28 | 1.07 | 0.05 | 1.81 | -1.04 | -0.73 | -0.47 | 2.41 | -0.62 | 1.56 | -0.11 | 1.65 | -0.67 | -0.14 | 0.27 | 2.61 | 0.04 | 0.13 | -0.06 | -0.11 | NA |
| Standard Deviation(%) | NA | 17.54 | 19.17 | 20.55 | 20.59 | NA | NA | … | … | 19.12 | 31.17 | 17.01 | 14.61 | 28.54 | 20.55 | 34.82 | 14.30 | 19.95 | 9.01 | 14.64 | 15.73 | 13.52 | 11.86 | 16.44 | 29.88 | 24.57 | 37.65 | 44.59 | 18.09 | 15.46 | 12.36 | 10.96 | 16.20 | 15.77 | 32.40 | 44.01 | 20.17 | 20.00 | 14.63 | 16.90 | 14.66 | 13.68 | 11.23 | 11.50 | 15.33 | 18.28 | 12.49 | 22.26 | 23.06 | 0.00 |
| Draw Down(%) | NA | 14.67 | 23.78 | 32.93 | 32.93 | NA | NA | … | … | 13.77 | 24.88 | 12.58 | 9.35 | 35.14 | 18.04 | 31.36 | 8.29 | 21.57 | 2.90 | 14.19 | 12.18 | 7.85 | 5.60 | 17.70 | 27.91 | 18.93 | 29.63 | 57.50 | 10.39 | 16.65 | 7.51 | 15.29 | 8.67 | 20.87 | 38.73 | 47.79 | 17.34 | 41.84 | 13.32 | 20.22 | 12.34 | 15.00 | 11.69 | 13.78 | 6.76 | 25.04 | 16.06 | 16.50 | 29.69 | 0.00 |
| Yield(%) | 0.00 | 19.32 | 12.18 | 8.99 | 10.99 | 10.05 | 9.55 | … | … | 0.00 | 21.11 | 7.19 | 0.00 | 5.43 | 13.60 | 4.99 | 0.00 | 8.19 | 7.39 | 3.00 | 11.47 | 11.53 | 10.40 | 1.70 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.13 | 0.00 | 0.00 | 0.00 | 31.36 | 0.00 | 3.78 | 17.56 | 0.00 | 20.93 | 0.39 | 3.35 | 3.83 | 0.46 | 0.98 | 2.21 | 0.74 | 1.54 | 1.14 |
Data as of 06/04/2026, Common starting date is 12/30/1986
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MONTX (MONETTA FUND MONETTA FUND) |
-25.97%
Feb 2000 – Feb 2003 |
-10.82%
Feb 2000 – Feb 2005 |
-3.49%
Feb 2000 – Feb 2010 |
0.45%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MONTX (MONETTA FUND MONETTA FUND) |
32.57%
Feb 1997 – Feb 2000 |
23.36%
Feb 1995 – Feb 2000 |
16.56%
Feb 1990 – Feb 2000 |
14.50%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart