Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CZOVX (Zacks All-Cap Core Fund Class Investor) | 9.64% | 25.13% | 20.79% | 12.39% | 13.22% | 12.10% | 9.07% | … | … |
Data as of 06/05/2026, Common starting date is 12/05/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CZOVX (Zacks All-Cap Core Fund Class Investor) | 12/05/2005 | 06/05/2026 |
| 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 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.97 | 25.13 | 20.79 | 12.39 | 13.22 | 12.10 | 9.07 | … | … | 9.64 | 15.61 | 24.76 | 23.62 | -18.23 | 29.23 | 15.24 | 29.33 | -5.30 | 22.03 | -0.36 | -0.68 | 12.41 | 27.81 | 12.68 | 2.10 | 15.04 | 15.14 | -34.27 | 4.30 | 13.55 | -1.60 |
| Sharpe Ratio | NA | 2.22 | 1.33 | 0.63 | 0.67 | NA | NA | … | … | 2.10 | 0.73 | 1.65 | 1.55 | -0.85 | 2.15 | 0.44 | 2.36 | -0.40 | 2.94 | -0.04 | -0.05 | 1.04 | 2.42 | 1.00 | 0.09 | 0.84 | 0.69 | -1.09 | 0.07 | 0.86 | -2.99 |
| Standard Deviation(%) | NA | 11.96 | 14.49 | 16.46 | 17.78 | NA | NA | … | … | 13.78 | 17.53 | 12.82 | 13.01 | 23.26 | 13.59 | 33.57 | 11.80 | 16.60 | 7.31 | 14.70 | 14.97 | 11.91 | 11.48 | 12.78 | 23.75 | 17.90 | 21.84 | 32.25 | 17.50 | 11.89 | 7.71 |
| Draw Down(%) | NA | 8.49 | 18.17 | 23.68 | 32.97 | NA | NA | … | … | 8.49 | 17.73 | 8.30 | 9.86 | 23.34 | 5.05 | 32.97 | 5.57 | 18.53 | 2.79 | 10.45 | 12.07 | 8.06 | 5.98 | 9.33 | 19.95 | 14.39 | 23.66 | 43.54 | 10.59 | 10.05 | 2.32 |
| Yield(%) | 0.00 | 2.57 | 13.14 | 9.93 | 10.56 | 11.19 | 8.59 | … | … | 0.00 | 2.61 | 15.24 | 26.42 | 9.24 | 7.22 | 5.90 | 10.87 | 9.43 | 9.15 | 0.00 | 5.56 | 6.62 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 12/05/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CZOVX (Zacks All-Cap Core Fund Class Investor) |
-14.81%
Feb 2006 – Feb 2009 |
-2.82%
May 2007 – May 2012 |
3.77%
May 2007 – May 2017 |
5.56%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CZOVX (Zacks All-Cap Core Fund Class Investor) |
24.42%
Dec 2018 – Dec 2021 |
18.94%
Feb 2009 – Feb 2014 |
13.56%
Dec 2011 – Dec 2021 |
13.07%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart