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Zacks Small-Cap Core Institutional (ZSCIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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33.39+0.07 (+0.21%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-3.76%
5-year average return7.06%
Number of years up5
Number of years down4
Best 1-yr total return (17 Apr 2024)32.97%
Worst 1-yr total return (17 Apr 2024)N/A
Best 3-yr total return32.97%
Worst 3-yr total return1.89%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnZSCIXCategory
YTD3.93%20.19%
1-month2.77%0.02%
3-month3.93%4.36%
1-year18.52%60.18%
3-year7.08%11.32%
5-year9.30%13.88%
10-year8.27%11.19%
Last bull market53.66%27.98%
Last bear market-11.57%-24.08%

Annual total return (%) history

Year
ZSCIXCategory
2024
N/AN/A
2023
18.21%N/A
2022
-11.62%N/A
2021
32.97%N/A
2020
-1.16%10.99%
2019
21.54%23.75%
2018
-11.95%-12.72%
2017
14.39%12.28%
2016
22.00%20.78%
2015
-1.37%-5.38%
2014
N/A3.79%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.93%N/AN/AN/A
20233.66%6.33%-4.62%12.44%
2022-6.84%-11.57%-1.77%9.22%
202117.58%4.23%0.24%8.24%
2020-34.70%16.73%4.43%24.18%
201911.18%2.99%-0.31%6.47%
20180.53%6.03%4.03%-20.59%
20171.99%2.18%9.59%0.16%
2016-1.56%3.27%5.77%13.47%
20156.56%0.44%-8.81%1.05%
20141.42%-5.95%10.37%N/A

Rank in category (by total return)

YTD75
1-month89
3-month75
1-year58
3-year12
5-year55

Load adjusted returns

1-year18.52%
3-year7.08%
5-year9.30%
10-year8.27%