Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MYIFX (MONETTA YOUNG INVESTOR FUND MONETTA YOUNG INVESTOR FUND) | 10.15% | 25.45% | 22.14% | 12.27% | 11.04% | 11.24% | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/18/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MYIFX (MONETTA YOUNG INVESTOR FUND MONETTA YOUNG INVESTOR FUND) | 12/18/2006 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.43 | 25.45 | 22.14 | 12.27 | 11.04 | 11.24 | NA | … | … | 10.15 | -2.02 | 13.43 | 23.37 | -31.24 | 1.01 | -13.33 | 32.49 | -5.38 | 23.11 | 10.17 | 1.40 | 9.66 | 32.78 | 14.71 | 1.51 | 23.68 | 49.79 | -26.78 | 5.17 | -0.50 |
| Sharpe Ratio | NA | 1.88 | 1.21 | 0.54 | 0.43 | NA | NA | … | … | 1.78 | -0.18 | 0.36 | 1.25 | -1.17 | 0.04 | -0.28 | 2.23 | -0.36 | 3.03 | 0.75 | 0.09 | 0.82 | 3.01 | 1.16 | 0.06 | 1.32 | 1.86 | -0.75 | 0.15 | -2.86 |
| Standard Deviation(%) | NA | 13.37 | 16.41 | 18.63 | 21.94 | NA | NA | … | … | 14.89 | 27.39 | 18.90 | 15.48 | 27.97 | 23.72 | 47.91 | 13.95 | 18.88 | 7.45 | 13.26 | 15.36 | 11.72 | 10.89 | 12.75 | 23.25 | 17.89 | 26.74 | 36.99 | 14.50 | 6.31 |
| Draw Down(%) | NA | 11.69 | 20.52 | 28.95 | 34.37 | NA | NA | … | … | 11.69 | 21.09 | 12.90 | 10.27 | 33.19 | 21.19 | 32.65 | 7.45 | 21.13 | 2.39 | 11.74 | 12.06 | 7.22 | 5.44 | 10.29 | 17.63 | 15.33 | 24.65 | 39.52 | 8.69 | 0.80 |
| Yield(%) | 0.00 | 18.14 | 14.62 | 11.57 | 10.58 | 11.96 | 12.34 | … | … | 0.00 | 18.44 | 14.18 | 8.90 | 5.66 | 22.30 | 0.00 | 9.04 | 18.47 | 4.49 | 3.49 | 9.70 | 2.78 | 3.18 | 1.71 | 1.38 | 2.43 | 5.09 | 0.72 | 0.54 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/18/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MYIFX (MONETTA YOUNG INVESTOR FUND MONETTA YOUNG INVESTOR FUND) |
-7.53%
Dec 2019 – Dec 2022 |
-0.17%
Dec 2017 – Dec 2022 |
6.24%
Oct 2013 – Oct 2023 |
7.53%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MYIFX (MONETTA YOUNG INVESTOR FUND MONETTA YOUNG INVESTOR FUND) |
34.11%
Feb 2009 – Feb 2012 |
27.63%
Feb 2009 – Feb 2014 |
18.28%
Feb 2009 – Feb 2019 |
14.01%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart