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Zacks Small-Cap Core Inv (ZSCCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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33.57+0.59 (+1.79%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-1.06%
5-year average return7.15%
Number of years up8
Number of years down4
Best 1-yr total return (22 Apr 2024)43.66%
Worst 1-yr total return (22 Apr 2024)N/A
Best 3-yr total return43.66%
Worst 3-yr total return1.62%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnZSCCXCategory
YTD3.86%20.19%
1-month2.71%0.02%
3-month3.86%4.36%
1-year18.23%60.18%
3-year6.81%11.32%
5-year9.02%13.88%
10-year7.98%11.19%
Last bull market53.35%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)

YTD76
1-month90
3-month76
1-year60
3-year13
5-year61

Load adjusted returns

1-year18.23%
3-year6.81%
5-year9.02%
10-year7.98%