Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/09/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ZDIVX (ZACKS DIVIDEND FUND INVESTOR CLASS) | 0.12% | 4.65% | 3.41% | 8.70% | 6.81% | NA | NA | 7.61% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ZDIVX (ZACKS DIVIDEND FUND INVESTOR CLASS) | 02/03/2014 | 05/09/2025 |
The return data shown below all have the same latest date: 05/09/2025.
AR inception is since 02/03/2014.
AR inception is since 02/03/2014.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.27 | 4.65 | 3.41 | 8.70 | 6.81 | NA | NA | 7.61 | 0.12 | 12.51 | 0.37 | -6.39 | 21.73 | -1.21 | 24.86 | -6.02 | 16.22 | 14.54 | -2.11 | 15.07 |
| Sharpe Ratio | NA | -0.11 | -0.07 | 0.39 | 0.30 | NA | NA | 0.36 | -0.12 | 0.54 | -0.31 | -0.43 | 1.72 | -0.04 | 2.21 | -0.49 | 2.42 | 1.13 | -0.14 | 1.60 |
| Standard Deviation(%) | NA | 15.67 | 15.03 | 15.33 | 16.91 | NA | NA | 16.37 | 21.25 | 10.96 | 12.54 | 18.18 | 12.63 | 34.91 | 10.60 | 14.88 | 6.47 | 12.67 | 15.45 | 10.41 |
| Draw Down(%) | NA | 16.67 | 16.67 | 17.18 | 35.27 | NA | NA | 35.27 | 13.48 | 9.76 | 10.63 | 17.18 | 5.12 | 35.27 | 6.27 | 16.43 | 2.99 | 9.11 | 12.98 | 7.96 |
| Yield(%) | 0.00 | 2.64 | 2.00 | 2.42 | 3.21 | 2.56 | 1.92 | 3.48 | 0.00 | 3.03 | 2.05 | 1.56 | 1.48 | 2.10 | 3.05 | 5.86 | 3.68 | 1.82 | 2.71 | 1.25 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZDIVX (ZACKS DIVIDEND FUND INVESTOR CLASS) |
0.37%
Mar 2017 - Mar 2020 |
3.65%
Mar 2015 - Mar 2020 |
6.81%
Apr 2014 - Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZDIVX (ZACKS DIVIDEND FUND INVESTOR CLASS) |
14.51%
Dec 2018 - Dec 2021 |
11.68%
Oct 2016 - Oct 2021 |
7.88%
Sep 2014 - Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart