Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ZDIVX (ZACKS DIVIDEND FUND INVESTOR CLASS) | 9.23% | 22.40% | 16.83% | 9.63% | 10.61% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 02/03/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ZDIVX (ZACKS DIVIDEND FUND INVESTOR CLASS) | 02/03/2014 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.26 | 22.40 | 16.83 | 9.63 | 10.61 | NA | NA | … | … | 9.23 | 15.24 | 16.03 | 4.36 | -2.11 | 25.18 | -0.58 | 24.86 | -6.02 | 16.22 | 14.54 | -2.11 | 15.07 |
| Sharpe Ratio | NA | 2.02 | 1.16 | 0.53 | 0.55 | NA | NA | … | … | 1.90 | 0.84 | 1.19 | 0.06 | -0.20 | 2.04 | -0.02 | 2.21 | -0.50 | 2.42 | 1.13 | -0.14 | 1.60 |
| Standard Deviation(%) | NA | 9.73 | 12.12 | 13.51 | 16.29 | NA | NA | … | … | 10.93 | 14.75 | 10.39 | 11.97 | 17.78 | 12.31 | 34.93 | 10.60 | 14.88 | 6.47 | 12.67 | 15.45 | 10.41 |
| Draw Down(%) | NA | 6.93 | 14.07 | 17.18 | 35.27 | NA | NA | … | … | 6.93 | 13.48 | 6.94 | 10.63 | 17.18 | 5.12 | 35.27 | 6.27 | 16.43 | 2.99 | 9.11 | 12.98 | 7.96 |
| Yield(%) | 0.00 | 4.00 | 5.59 | 5.08 | 5.67 | 4.63 | 3.47 | … | … | 0.00 | 4.12 | 6.40 | 5.92 | 5.79 | 4.83 | 2.70 | 3.05 | 5.86 | 3.68 | 1.82 | 2.71 | 1.25 |
Data as of 06/05/2026, Common starting date is 02/03/2014
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 |
8.08%
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) |
17.67%
May 2023 – May 2026 |
14.47%
Mar 2020 – Mar 2025 |
11.52%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart