Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CZOCX (ZACKS ALL-CAP CORE FUND CLASS C) | NA | 13.76% | 7.02% | 10.38% | 6.30% | NA | NA | … | … |
Data as of 04/23/2018, Common starting date is 12/23/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CZOCX (ZACKS ALL-CAP CORE FUND CLASS C) | 12/23/2005 | 04/23/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 13.76 | 7.02 | 10.38 | 6.30 | NA | NA | … | … | -0.40 | 21.08 | 6.58 | -1.31 | 11.36 | 26.83 | 11.96 | 1.36 | 14.15 | 14.62 | -34.69 | 11.10 | 12.68 | -1.40 |
| Sharpe Ratio | NA | 1.16 | 0.51 | 0.81 | 0.34 | NA | NA | … | … | -0.13 | 2.81 | 0.49 | -0.09 | 0.95 | 2.34 | 0.93 | 0.06 | 0.79 | 0.67 | -1.10 | 0.52 | 0.80 | -5.77 |
| Standard Deviation(%) | NA | 12.20 | 12.94 | 12.50 | 18.11 | NA | NA | … | … | 19.21 | 7.32 | 12.83 | 14.92 | 11.88 | 11.47 | 12.86 | 23.77 | 17.88 | 21.75 | 32.18 | 15.55 | 11.82 | 10.70 |
| Draw Down(%) | NA | 10.14 | 16.16 | 16.16 | 47.48 | NA | NA | … | … | 10.14 | 2.89 | 10.51 | 12.09 | 8.06 | 6.09 | 9.46 | 20.25 | 14.56 | 23.71 | 43.89 | 9.16 | 10.09 | 1.40 |
| Yield(%) | 0.00 | 9.55 | 7.37 | 7.15 | 4.02 | 3.48 | 2.61 | … | … | 0.00 | 10.06 | 8.43 | 5.96 | 7.01 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 7.74 | 0.00 | 0.00 |
Data as of 04/23/2018, Common starting date is 12/23/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CZOCX (ZACKS ALL-CAP CORE FUND CLASS C) |
-13.46%
Feb 2006 – Feb 2009 |
-2.08%
May 2007 – May 2012 |
4.25%
Feb 2006 – Feb 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CZOCX (ZACKS ALL-CAP CORE FUND CLASS C) |
19.62%
Feb 2009 – Feb 2012 |
18.17%
Feb 2009 – Feb 2014 |
7.15%
Jan 2008 – Jan 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart