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 |
|---|---|---|---|---|---|---|---|---|
| ZSCCX (ZACKS SMALL-CAP CORE FUND INVESTOR CLASS) | -6.34% | -17.54% | -0.68% | 8.68% | 4.13% | NA | NA | 7.63% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ZSCCX (ZACKS SMALL-CAP CORE FUND INVESTOR CLASS) | 07/19/2011 | 05/09/2025 |
The return data shown below all have the same latest date: 05/09/2025.
AR inception is since 07/19/2011.
AR inception is since 07/19/2011.
| 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 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.27 | -17.54 | -0.68 | 8.68 | 4.13 | NA | NA | 7.63 | -6.34 | -9.76 | 12.72 | -11.84 | 29.55 | -1.42 | 21.20 | -12.29 | 14.05 | 21.59 | -1.63 | 3.24 | 43.66 | 19.47 | -5.67 |
| Sharpe Ratio | NA | -0.83 | -0.21 | 0.25 | 0.10 | NA | NA | 0.25 | -0.73 | -0.62 | 0.46 | -0.56 | 1.31 | -0.04 | 1.31 | -0.75 | 0.98 | 1.28 | -0.10 | 0.19 | 2.78 | 1.15 | -0.27 |
| Standard Deviation(%) | NA | 28.77 | 23.69 | 23.85 | 23.97 | NA | NA | 23.35 | 27.11 | 26.35 | 18.78 | 23.73 | 22.53 | 46.68 | 15.12 | 18.12 | 13.81 | 16.64 | 16.15 | 16.63 | 15.72 | 17.10 | 43.97 |
| Draw Down(%) | NA | 36.92 | 36.92 | 36.92 | 50.28 | NA | NA | 50.28 | 21.87 | 22.84 | 15.45 | 22.22 | 11.44 | 48.61 | 8.45 | 26.95 | 5.63 | 11.53 | 12.01 | 11.28 | 6.71 | 10.27 | 25.15 |
| Yield(%) | 0.00 | 0.00 | 0.17 | 0.17 | 2.70 | 3.69 | 2.77 | 4.26 | 0.00 | 0.00 | 0.00 | 0.43 | 0.03 | 0.02 | 0.12 | 8.55 | 13.60 | 0.69 | 0.00 | 4.66 | 2.93 | 1.96 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZSCCX (ZACKS SMALL-CAP CORE FUND INVESTOR CLASS) |
-8.12%
Mar 2017 - Mar 2020 |
-2.33%
Mar 2015 - Mar 2020 |
3.57%
Mar 2015 - Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZSCCX (ZACKS SMALL-CAP CORE FUND INVESTOR CLASS) |
23.90%
Sep 2011 - Sep 2014 |
17.21%
Sep 2011 - Sep 2016 |
13.91%
Sep 2011 - Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart