Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ZSCIX (ZACKS SMALL-CAP CORE FUND INSTITUTIONAL CLASS) | 16.43% | 33.80% | 15.92% | 8.72% | 10.55% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/03/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ZSCIX (ZACKS SMALL-CAP CORE FUND INSTITUTIONAL CLASS) | 03/03/2014 | 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 (%) | -0.57 | 33.80 | 15.92 | 8.72 | 10.55 | NA | NA | … | … | 16.43 | 10.53 | 6.04 | 18.22 | -11.61 | 32.95 | -1.16 | 21.54 | -12.07 | 14.29 | 22.00 | -1.37 | 6.43 |
| Sharpe Ratio | NA | 1.66 | 0.63 | 0.30 | 0.38 | NA | NA | … | … | 1.99 | 0.35 | 0.12 | 0.80 | -0.55 | 1.47 | -0.03 | 1.32 | -0.74 | 0.99 | 1.30 | -0.09 | 0.47 |
| Standard Deviation(%) | NA | 18.73 | 20.23 | 20.95 | 23.52 | NA | NA | … | … | 20.11 | 21.66 | 20.61 | 18.30 | 23.72 | 22.36 | 46.63 | 15.15 | 18.14 | 13.78 | 16.70 | 16.12 | 16.46 |
| Draw Down(%) | NA | 8.27 | 26.01 | 26.01 | 50.09 | NA | NA | … | … | 8.27 | 21.84 | 9.84 | 15.40 | 22.06 | 9.81 | 48.60 | 8.42 | 26.87 | 5.61 | 11.52 | 12.00 | 11.19 |
| Yield(%) | 0.00 | 0.00 | 7.15 | 4.72 | 6.12 | 4.50 | 3.37 | … | … | 0.00 | 0.00 | 15.47 | 5.01 | 0.78 | 3.28 | 0.06 | 0.47 | 8.45 | 13.49 | 0.69 | 0.00 | 4.71 |
Data as of 06/05/2026, Common starting date is 03/03/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZSCIX (ZACKS SMALL-CAP CORE FUND INSTITUTIONAL CLASS) |
-7.87%
Mar 2017 – Mar 2020 |
-2.07%
Mar 2015 – Mar 2020 |
6.23%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZSCIX (ZACKS SMALL-CAP CORE FUND INSTITUTIONAL CLASS) |
22.62%
Mar 2020 – Mar 2023 |
15.23%
Mar 2020 – Mar 2025 |
10.78%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart