Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ZSCCX (ZACKS SMALL-CAP CORE FUND INVESTOR CLASS) | 23.61% | 42.96% | 16.54% | 9.79% | 10.95% | NA | NA | … | … |
Data as of 06/17/2026, Common starting date is 07/19/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ZSCCX (ZACKS SMALL-CAP CORE FUND INVESTOR CLASS) | 07/19/2011 | 06/17/2026 |
| 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.04 | 42.96 | 16.54 | 9.79 | 10.95 | NA | NA | … | … | 23.61 | 10.25 | 5.78 | 17.94 | -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 | 1.97 | 0.66 | 0.33 | 0.39 | NA | NA | … | … | 2.82 | 0.34 | 0.10 | 0.79 | -0.56 | 1.31 | -0.04 | 1.30 | -0.76 | 0.97 | 1.28 | -0.10 | 0.19 | 2.78 | 1.15 | -0.27 |
| Standard Deviation(%) | NA | 19.33 | 20.36 | 21.09 | 23.59 | NA | NA | … | … | 21.03 | 21.61 | 20.64 | 18.29 | 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 | 8.85 | 26.07 | 26.07 | 50.28 | NA | NA | … | … | 8.85 | 21.87 | 9.85 | 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 | 7.01 | 4.32 | 5.83 | 6.69 | 5.01 | … | … | 0.00 | 0.00 | 15.78 | 5.09 | 0.43 | 0.03 | 0.02 | 0.12 | 8.55 | 13.60 | 0.69 | 0.00 | 4.66 | 2.93 | 1.96 | 0.00 |
Data as of 06/17/2026, Common starting date is 07/19/2011
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 |
5.71%
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