Performance Comparison
Comparison Box

Portfolio Performance Comparison
The return data shown below all have the same latest date: 10/28/2016.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
CZOAX (ZACKS ALL-CAP CORE FUND INVESTOR CLASS) NA -0.05% 5.94% 9.87% 5.35% NA NA 6.26%
More Performance Analytics Comparison
Name Start Date End Date
CZOAX (ZACKS ALL-CAP CORE FUND INVESTOR CLASS) 12/23/2005 10/28/2016
The return data shown below all have the same latest date: 10/28/2016.
AR inception is since 12/23/2005.
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005
Annualized Return (%) -1.01 -0.05 5.94 9.87 5.35 NA NA 6.26 1.94 -0.54 12.25 27.81 12.81 2.10 15.04 15.53 -34.27 11.96 13.55 -1.40
Sharpe Ratio NA -0.02 0.44 0.72 0.26 NA NA 0.28 0.16 -0.04 1.03 2.42 1.01 0.09 0.84 0.71 -1.09 0.58 0.87 -5.77
Standard Deviation(%) NA 13.63 13.32 13.59 18.74 NA NA 18.26 13.39 14.96 11.88 11.48 12.78 23.75 17.90 21.84 32.25 15.58 11.89 10.69
Draw Down(%) NA 12.92 15.80 15.80 50.74 NA NA 50.74 10.45 12.07 8.06 5.98 9.33 19.95 14.39 23.66 43.54 9.10 10.05 1.40
Yield(%) 0.00 5.48 4.33 3.52 2.53 1.84 1.38 2.76 0.00 5.56 6.62 0.00 0.13 0.00 0.00 0.38 0.00 7.67 0.00 0.00
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CZOAX (ZACKS ALL-CAP CORE FUND INVESTOR CLASS) -12.77%
Feb 2006 - Feb 2009 		-1.36%
May 2007 - May 2012 		5.04%
Feb 2006 - Feb 2016 		0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CZOAX (ZACKS ALL-CAP CORE FUND INVESTOR CLASS) 20.51%
Feb 2009 - Feb 2012 		19.05%
Feb 2009 - Feb 2014 		6.52%
Jul 2006 - Jul 2016 		0.00%
NA
Annualized Rolling Returns Comparison Chart