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Zacks Small-Cap Core Inv (ZSCCX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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34.12+0.44 (+1.31%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-0.74%
5-Year Average Return7.08%
Number of Years Up8
Number of Years Down4
Best 1 Yr Total Return (May 2, 2024)43.66%
Worst 1 Yr Total Return (May 2, 2024)N/A
Best 3-Yr Total Return43.66%
Worst 3-Yr Total Return1.62%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnZSCCXCategory
YTD-3.15%20.19%
1-Month-6.75%0.02%
3-Month-0.30%4.36%
1-Year13.90%60.18%
3-Year3.21%11.32%
5-Year6.67%13.88%
10-Year7.71%11.19%
Last Bull Market25.26%27.98%
Last Bear Market-11.64%-24.08%

Annual Total Return (%) History

Year
ZSCCXCategory
2024
N/AN/A
2023
17.92%N/A
2022
-11.85%N/A
2021
32.62%N/A
2020
-1.42%10.99%
2019
21.20%23.75%
2018
-12.16%-12.72%
2017
14.15%12.28%
2016
21.58%20.78%
2015
-1.63%-5.38%
2014
3.24%3.79%
2013
43.66%37.39%
2012
19.48%15.46%
2011
N/A-4.07%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20243.86%N/AN/AN/A
20233.59%6.29%-4.68%12.36%
2022-6.88%-11.64%-1.84%9.15%
202117.52%4.14%0.19%8.16%
2020-34.77%16.71%4.30%24.13%
201911.08%2.92%-0.35%6.39%
20180.43%5.97%3.98%-20.62%
20171.98%2.09%9.51%0.13%
2016-1.66%3.15%5.68%13.41%
20156.44%0.40%-8.84%0.97%
2014-1.74%1.38%-6.04%10.29%
201315.30%0.98%8.69%13.53%
201210.21%-1.21%5.27%4.24%
2011-19.47%18.51%N/AN/A

Rank In Category (By Total Return)

YTD82
1-Month78
3-Month92
1-Year48
3-Year16
5-Year63

Load Adjusted Returns

1-Year13.90%
3-Year3.21%
5-Year6.67%
10-Year7.71%