Monetta Fund Monetta Fund Manager Performance Evaluation
| MONTX Fund | USD 31.83 0.04 0.13% |
The fund secures a Beta (Market Risk) of 1.19, which conveys a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Monetta Fund will likely underperform.
Risk-Adjusted Performance
Weak
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Monetta Fund Monetta are ranked lower than 2 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Monetta Fund is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 30th of April 2025 | |
| Expense Ratio | 1.3600 |
Monetta |
Monetta Fund Relative Risk vs. Return Landscape
If you would invest 3,119 in Monetta Fund Monetta on September 27, 2025 and sell it today you would earn a total of 64.00 from holding Monetta Fund Monetta or generate 2.05% return on investment over 90 days. Monetta Fund Monetta is currently producing 0.04% returns and takes up 1.251% volatility of returns over 90 trading days. Put another way, 11% of traded mutual funds are less volatile than Monetta, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Monetta Fund Current Valuation
Fairly Valued
Today
Please note that Monetta Fund's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Monetta Fund Monetta secures a last-minute Real Value of $31.6 per share. The latest price of the fund is $31.83. We determine the value of Monetta Fund Monetta from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Monetta Fund is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Monetta Mutual Fund. However, Monetta Fund's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 31.83 | Real 31.6 | Hype 31.83 | Naive 31.14 |
The intrinsic value of Monetta Fund's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Monetta Fund's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Monetta Fund Monetta helps investors to forecast how Monetta mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Monetta Fund more accurately as focusing exclusively on Monetta Fund's fundamentals will not take into account other important factors: Monetta Fund Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Monetta Fund's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Monetta Fund Monetta, and traders can use it to determine the average amount a Monetta Fund's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.032
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | MONTX |
Based on monthly moving average Monetta Fund is performing at about 2% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Monetta Fund by adding it to a well-diversified portfolio.
Monetta Fund Fundamentals Growth
Monetta Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Monetta Fund, and Monetta Fund fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Monetta Mutual Fund performance.
| Price To Earning | 20.17 X | ||||
| Price To Book | 2.77 X | ||||
| Price To Sales | 1.59 X | ||||
| Total Asset | 103.29 M | ||||
About Monetta Fund Performance
Evaluating Monetta Fund's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Monetta Fund has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Monetta Fund has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund invests at least 65 percent of its net assets in common stocks of companies of all market capitalization ranges, although the Adviser expects that the fund will primarily invest in common stocks of large-cap companies . It may invest in more volatile sectors, which could result in a disproportionate return or loss compared to the SP 500 Index. The fund may invest up to 5 percent of its net assets in ETFs and up to 10 percent of its net assets in foreign stocks, which is accomplished primarily through ADRs.Things to note about Monetta Fund Monetta performance evaluation
Checking the ongoing alerts about Monetta Fund for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Monetta Fund Monetta help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Monetta Fund's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Monetta Fund's mutual fund performance include:- Analyzing Monetta Fund's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Monetta Fund's stock is overvalued or undervalued compared to its peers.
- Examining Monetta Fund's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Monetta Fund's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Monetta Fund's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Monetta Fund's mutual fund. These opinions can provide insight into Monetta Fund's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Monetta Mutual Fund
Monetta Fund 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 Fund security.
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