Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ZDIIX (ZACKS DIVIDEND FUND INSTITUTIONAL CLASS SHARES) | 10.18% | 23.41% | 17.34% | 9.73% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/03/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ZDIIX (ZACKS DIVIDEND FUND INSTITUTIONAL CLASS SHARES) | 02/03/2017 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.42 | 23.41 | 17.34 | 9.73 | NA | NA | NA | … | … | 10.18 | 15.51 | 16.30 | 4.31 | -2.71 | 25.51 | -0.36 | 25.24 | -5.84 | 15.05 |
| Sharpe Ratio | NA | 2.06 | 1.17 | 0.54 | NA | NA | NA | … | … | 1.93 | 0.86 | 1.22 | 0.05 | -0.23 | 2.07 | -0.02 | 2.25 | -0.49 | 2.51 |
| Standard Deviation(%) | NA | 9.69 | 12.11 | 13.49 | NA | NA | NA | … | … | 10.89 | 14.75 | 10.37 | 11.94 | 17.73 | 12.33 | 34.94 | 10.57 | 14.89 | 6.40 |
| Draw Down(%) | NA | 6.93 | 14.05 | 17.65 | NA | NA | NA | … | … | 6.93 | 13.45 | 6.97 | 10.53 | 17.65 | 5.11 | 35.24 | 6.22 | 16.22 | 2.93 |
| Yield(%) | 0.00 | 4.12 | 5.76 | 5.25 | 5.36 | 3.57 | 2.68 | … | … | 0.00 | 4.26 | 6.51 | 6.29 | 6.18 | 5.12 | 2.93 | 3.38 | 6.11 | 3.91 |
Data as of 06/04/2026, Common starting date is 02/03/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZDIIX (ZACKS DIVIDEND FUND INSTITUTIONAL CLASS SHARES) |
0.62%
Mar 2017 – Mar 2020 |
5.63%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZDIIX (ZACKS DIVIDEND FUND INSTITUTIONAL CLASS SHARES) |
17.88%
May 2023 – May 2026 |
14.48%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart