Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
ZECP (Zacks Trust – Zacks Earnings Consistent Portfolio ETF) 8.03% 21.56% 15.46% NA NA NA NA
Data as of 06/15/2026, Common starting date is 08/24/2021
More Performance Analytics Comparison
Name Start Date End Date
ZECP (Zacks Trust – Zacks Earnings Consistent Portfolio ETF) 08/24/2021 06/15/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021
Annualized Return (%) 1.65 21.56 15.46 NA NA NA NA 8.03 15.04 17.30 13.88 -13.41 7.75
Sharpe Ratio NA 1.63 1.01 NA NA NA NA 1.16 0.79 1.36 0.91 -0.71 1.82
Standard Deviation(%) NA 10.76 12.38 NA NA NA NA 12.29 15.40 10.04 11.35 20.96 12.79
Draw Down(%) NA 8.32 15.47 NA NA NA NA 8.32 15.47 5.60 9.68 21.46 5.99
Yield(%) 0.00 0.88 0.88 0.72 0.36 0.24 0.18 0.00 0.90 0.74 0.83 0.79 0.12
Data as of 06/15/2026, Common starting date is 08/24/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ZECP (Zacks Trust – Zacks Earnings Consistent Portfolio ETF) 4.97%
Dec 2021 – Dec 2024
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
ZECP (Zacks Trust – Zacks Earnings Consistent Portfolio ETF) 17.33%
Sep 2022 – Sep 2025
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return