Monetta Young Competition

Mutual Funds . USA . 
Fund . Monetta Young Investor
MYIFX Fund  USD 18.06  0.02  0.11%   
Monetta Young Investor competes with Manager Directed, Eagle Capital, Amg Managers, Nuveen Large, and Paradigm Value; as well as few others. The fund is listed under Large Growth category and is part of Monetta family. Analyzing Monetta Young competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Monetta Young to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Monetta Young Correlation with its peers.

Monetta Young vs Wesmark Tactical Correlation

Weak diversification

The correlation between Monetta Young Investor and WMKTX is 0.38 (i.e., Weak diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Monetta Young Investor and WMKTX in the same portfolio, assuming nothing else is changed.

Moving together with MONETTA Mutual Fund

  0.93MONTX Monetta Fund MonettaPairCorr
  0.8VIGAX Vanguard Growth IndexPairCorr
Specify up to 10 symbols:
Hype
Prediction
LowEstimatedHigh
17.2718.0818.89
Details
Intrinsic
Valuation
LowRealHigh
17.3618.1718.98
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Monetta Young. Your research has to be compared to or analyzed against Monetta Young's peers to derive any actionable benefits. When done correctly, Monetta Young's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Monetta Young Investor.

Monetta Young Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Monetta Young and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of MONETTA and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Monetta Young Investor does not affect the price movement of the other competitor.

Risk-Adjusted Indicators

There is a big difference between MONETTA Mutual Fund performing well and Monetta Young Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Monetta Young's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.
Mean DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
SPFFX  0.61  0.02 (0.05)(3.99) 0.89 
(0.57)
 1.17 
(1.36)
 3.85 
GRF  1.40  0.26  0.07  13.27  1.59 
(1.85)
 3.92 
(3.23)
 10.54 
MECAX  0.59  0.15  0.17  0.39  0.43 
(0.70)
 1.36 
(0.99)
 3.50 
FLRYX  0.71  0.07  0.06  0.16  0.73 
(0.75)
 1.46 
(1.54)
 9.15 
PVFAX  0.91  0.09  0.09  0.14  0.87 
(1.05)
 2.23 
(1.73)
 6.64 
MCMVX  0.75  0.17  0.20  0.24  0.51 
(0.90)
 1.80 
(1.26)
 8.73 
TRARX  0.20  0.02 (0.11) 0.15  0.08 
(0.23)
 0.51 
(0.35)
 1.12 
VLEQX  0.56  0.01 (0.01) 0.09  0.57 
(0.73)
 1.26 
(1.05)
 2.92 
LOGSX  0.71  0.06  0.04  0.19  0.66 
(0.86)
 1.74 
(1.46)
 3.78 
WMKTX  0.48  0.11  0.11  0.31  0.33 
(0.59)
 0.92 
(0.91)
 5.72 

Monetta Young Competitive Analysis

The better you understand Monetta Young competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Monetta Young's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Monetta Young's competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
MYIFX SPFFX GRF MECAX FLRYX PVFAX MCMVX TRARX VLEQX LOGSX
 0.11 
 18.06 
MONETTA
 0.03 
 29.78 
Manager
 2.43 
 10.82 
Eagle
 0.24 
 53.42 
Amg
 0.07 
 44.14 
Nuveen
 1.46 
 52.70 
Paradigm
 1.16 
 22.59 
Monongahela
 0.17 
 11.90 
TRARX
 0.62 
 11.38 
Villere
 1.33 
 24.33 
Live
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Not too volatile
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Market Performance
(90 Days Performance)
Weakest
Mild
Mild
Solid
Good
Good
Solid
Solid
Fair
Mild
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Low
Low
Low
Low
Low
Low
Low
Low
Current Valuation
(Equity Enterprise Value)
Fairly Valued
Over Valued
Fairly Valued
Under Valued
Under Valued
Under Valued
Under Valued
Fairly Valued
Fairly Valued
Fairly Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Strong Hold
Strong Sell
Strong Hold
Strong Buy
Buy
Strong Buy
Strong Buy
Hold
Strong Hold
Strong Hold
Current Ratio
N/A
N/A
2.01
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Net Asset
42.7 M
6.38 M
45.84 M
45.32 M
81.56 M
48.38 M
11.48 M
47.57 M
34.71 M
52.61 M
Profit Margin
N/A
N/A
4.98
N/A
N/A
N/A
N/A
N/A
N/A
N/A
EBITDA
N/A
N/A
5.54 M
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Price To Book
2.74
N/A
0.89
2.5
2.37
1.76
2.45
2.07
2.23
2.63
Operating Margin
N/A
N/A
0.41
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Current Valuation
N/A
N/A
33.41 M
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Five Year Return
11.0
N/A
7.76
2.03
13.33
6.69
10.27
4.17
-2.52
8.7
Retained Earnings
N/A
N/A
22.22 M
N/A
N/A
N/A
N/A
N/A
N/A
N/A
One Year Return
10.35
N/A
N/A
24.83
14.94
10.54
18.14
9.87
-0.59
18.62
Beta
N/A
N/A
0.28
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Cash Position Weight
0.94
N/A
N/A
2.56
0.62
5.91
2.93
8.85
7.01
1.39
Equity Positions Weight
99.06
N/A
N/A
97.44
99.37
94.09
97.07
28.88
92.99
98.61
Shares Outstanding
N/A
N/A
3.97 M
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Three Year Return
21.47
N/A
N/A
8.77
20.75
11.29
13.81
8.7
1.27
9.61
Annual Yield
N/A
0.007
0.0791
0.0363
0.0041
N/A
0.0112
0.0401
0.0052
9.0E-4
Total Debt
N/A
N/A
63.11 K
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Return On Equity
N/A
N/A
0.11
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Bond Positions Weight
N/A
N/A
N/A
N/A
N/A
N/A
N/A
59.84
N/A
N/A
Return On Asset
N/A
N/A
0.0053
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Number Of Shares Shorted
N/A
N/A
4.56 K
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Book Value Per Share
N/A
N/A
12.03
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Minimum Initial Investment
1 K
N/A
N/A
N/A
N/A
2.5 K
5 K
2.5 K
2 K
2 K
Total Asset
42.7 M
N/A
45.84 M
2.54 M
33.04 M
48.38 M
26.49 M
20.14 M
34.71 M
52.61 M
Short Ratio
N/A
N/A
5.07
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Last Dividend Paid
N/A
N/A
0.68
N/A
N/A
0.04
N/A
0.16
N/A
0.15
Shares Owned By Institutions
N/A
N/A
2.73
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Market Capitalization
N/A
N/A
44 M
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Price To Earning
20.18
N/A
11.28
23.84
17.3
16.82
16.51
17.99
22.51
16.27
Price To Sales
1.74
N/A
43.7
1.3
2.08
0.79
1.36
1.53
1.37
0.77
Net Income
N/A
N/A
5.54 M
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Earnings Per Share
N/A
N/A
1.3
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Shares Owned By Insiders
N/A
N/A
14.7
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Year To Date Return
1.07
N/A
N/A
4.72
1.75
9.43
9.64
1.8
3.35
4.33
Revenue
N/A
N/A
3.4 M
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Ten Year Return
12.95
N/A
N/A
12.0
12.03
7.72
N/A
N/A
N/A
12.64
Gross Profit
N/A
N/A
1.01 M
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Day Typical Price
18.06
29.78
10.78
53.42
44.14
52.7
22.59
11.9
11.38
24.33
Accumulation Distribution
N/A
N/A
77.58
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Daily Balance Of Power
0
9.2 T
(2.25)
0
9.2 T
9.2 T
9.2 T
9.2 T
9.2 T
9.2 T
Period Momentum Indicator
(0.02)
0.01
(0.27)
(0.13)
0.03
0.76
0.26
0.02
0.07
0.32
Rate Of Daily Change
1.0
1.0
0.98
1.0
1.0
1.01
1.01
1.0
1.01
1.01
Day Median Price
18.06
29.78
10.76
53.42
44.14
52.7
22.59
11.9
11.38
24.33
Price Action Indicator
(0.01)
0.005
(0.07)
(0.07)
0.015
0.38
0.13
0.01
0.035
0.16
Coefficient Of Variation
(2,707)
2783.13
763.56
386.3
830.45
718.6
485.69
532.57
986.15
814.71
Mean Deviation
0.6346
0.6112
1.4
0.5911
0.7113
0.9083
0.7461
0.1959
0.5586
0.7125
Jensen Alpha
(0.1)
0.0199
0.2586
0.1484
0.0719
0.0854
0.1729
0.0204
0.0127
0.0622
Total Risk Alpha
(0.11)
(0.05)
0.0804
0.1167
0.0288
0.0575
0.1365
0.0159
4.0E-4
0.0219
Sortino Ratio
N/A
(0.05)
0.071
0.1661
0.0621
0.0912
0.2005
(0.11)
(0.01)
0.0372
Downside Variance
N/A
0.893
7.11
0.4395
0.913
1.2
0.7453
0.0809
0.6187
0.6119
Standard Deviation
0.846
0.8224
2.06
0.7374
1.16
1.3
1.23
0.2571
0.7293
0.8948
Kurtosis
0.6241
0.685
1.47
0.1085
15.97
2.16
17.11
0.3884
0.2253
(0.35)
Potential Upside
1.04
1.17
3.92
1.36
1.46
2.23
1.8
0.5124
1.26
1.74
Treynor Ratio
(0.05)
(3.99)
13.27
0.3939
0.158
0.1417
0.2431
0.1511
0.0883
0.1876
Maximum Drawdown
4.23
3.85
10.54
3.5
9.15
6.64
8.73
1.12
2.92
3.78
Variance
0.7157
0.6764
4.25
0.5437
1.35
1.68
1.52
0.0661
0.5319
0.8007
Market Risk Adjusted Performance
(0.04)
(3.98)
13.28
0.4039
0.168
0.1517
0.2531
0.1611
0.0983
0.1976
Risk Adjusted Performance
(0.03)
0.0293
0.1124
0.2092
0.1008
0.1168
0.1706
0.1309
0.0812
0.1006
Skewness
(0.36)
(0.34)
0.316
0.1802
2.69
0.7116
3.08
(0.18)
(0.14)
0.1446
Semi Deviation
N/A
0.8936
1.59
0.4276
0.7272
0.8698
0.5106
0.0822
0.5704
0.6566
Information Ratio
(0.13)
(0.06)
0.0918
0.1494
0.051
0.0769
0.1404
(0.13)
(0.01)
0.0325
Value At Risk
(1.65)
(1.36)
(3.23)
(0.99)
(1.54)
(1.73)
(1.26)
(0.35)
(1.05)
(1.46)
Expected Short fall
N/A
(0.57)
(1.85)
(0.70)
(0.75)
(1.05)
(0.90)
(0.23)
(0.73)
(0.86)
Downside Deviation
N/A
0.945
2.67
0.6629
0.9555
1.1
0.8633
0.2845
0.7866
0.7822
Semi Variance
N/A
0.7986
2.53
0.1829
0.5288
0.7565
0.2607
0.0068
0.3254
0.4311

Monetta Young Competition Performance Charts

Five steps to successful analysis of Monetta Young Competition

Monetta Young's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Monetta Young Investor in relation to its competition. Monetta Young's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Monetta Young in the market, both direct and indirect, as well as new entrants and disruptive technologies.
  • Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
  • Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Monetta Young's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Monetta Young Investor, and developing a strategy to address them.
  • Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Monetta Young position

In addition to having Monetta Young in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Tobacco makers and distributors across globe. The Cigarettes theme has 11 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Cigarettes Theme or any other thematic opportunities.
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Other Information on Investing in MONETTA Mutual Fund

Monetta Young financial ratios help investors to determine whether MONETTA Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in MONETTA with respect to the benefits of owning Monetta Young security.
Portfolio Volatility
Check portfolio volatility and analyze historical return density to properly model market risk
Portfolio Optimization
Compute new portfolio that will generate highest expected return given your specified tolerance for risk
Idea Breakdown
Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes
ETF Categories
List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments
Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions
 
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