Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMIZ (Zacks Trust) | 18.22% | 33.96% | NA | NA | NA | NA | NA | … | … |
Data as of 06/15/2026, Common starting date is 10/02/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMIZ (Zacks Trust) | 10/02/2023 | 06/15/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.75 | 33.96 | NA | NA | NA | NA | NA | … | … | 18.22 | 12.16 | 17.91 | 0.00 |
| Sharpe Ratio | NA | 1.68 | NA | NA | NA | NA | NA | … | … | 2.02 | 0.44 | 0.84 | NA |
| Standard Deviation(%) | NA | 17.28 | NA | NA | NA | NA | NA | … | … | 19.49 | 20.97 | 16.93 | 17.03 |
| Draw Down(%) | NA | 10.51 | NA | NA | NA | NA | NA | … | … | 10.51 | 22.21 | 9.42 | 7.28 |
| Yield(%) | 0.00 | 0.70 | NA | NA | NA | NA | NA | … | … | 0.00 | 0.69 | 1.83 | NA |
Data as of 06/15/2026, Common starting date is 10/02/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMIZ (Zacks Trust) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMIZ (Zacks Trust) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart