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Zacks Rank Performance
Following the Zacks Rank has proved to be very profitable. Since 1988, a portfolio constructed of Zacks #1 Rank stocks has generated an average annual return of 28%. Comparatively, the S&P 500 has only returned 9% over the same period..
Zacks Rank - Annual Returns
| Zacks Rank Performance Summary - Monthly Rebalancing |
| 1988 |
37.46% |
29.69% |
20.79% |
19.13% |
18.39% |
16.20% |
| 1989 |
36.09% |
26.84% |
15.85% |
9.55% |
-5.10% |
31.70% |
| 1990 |
-2.97% |
-13.69% |
-21.32% |
-23.85% |
-34.71% |
-3.10% |
| 1991 |
79.79% |
56.80% |
45.98% |
36.60% |
34.35% |
30.40% |
| 1992 |
40.65% |
29.63% |
18.04% |
12.24% |
17.31% |
7.51% |
| 1993 |
44.41% |
26.86% |
14.78% |
8.59% |
9.54% |
10.07% |
| 1994 |
14.34% |
5.15% |
-3.56% |
-11.14% |
-10.90% |
0.59% |
| 1995 |
54.99% |
46.84% |
30.63% |
17.35% |
9.11% |
36.31% |
| 1996 |
40.93% |
28.60% |
16.07% |
7.71% |
8.02% |
22.36% |
| 1997 |
43.91% |
33.87% |
22.93% |
10.17% |
3.05% |
33.25% |
| 1998 |
19.52% |
12.92% |
-3.47% |
-8.77% |
-14.84% |
28.57% |
| 1999 |
45.92% |
35.53% |
31.02% |
18.46% |
17.69% |
21.03% |
| 2000 |
14.31% |
-1.47% |
-17.75% |
-19.52% |
-3.95% |
-9.10% |
| 2001 |
24.27% |
11.70% |
14.09% |
17.93% |
20.20% |
-11.88% |
| 2002 |
1.22% |
-14.51% |
-19.39% |
-23.50% |
-17.59% |
-22.10% |
| 2003 |
74.74% |
71.02% |
66.69% |
57.34% |
55.99% |
28.69% |
| 2004 |
28.79% |
23.26% |
18.51% |
11.92% |
16.63% |
10.87% |
| 2005 |
17.97% |
12.01% |
6.54% |
-1.31% |
-5.08% |
4.90% |
| 2006 |
23.69% |
26.63% |
18.09% |
15.17% |
16.88% |
15.80% |
| 2007 |
19.91% |
5.42% |
-4.34% |
-13.06% |
-23.90% |
5.49% |
2008
|
-41.13% |
-43.48% |
-48.70% |
-45.75% |
-50.95% |
-37.00% |
| 2009* |
60.10% |
71.27% |
69.97% |
53.61% |
51.41% |
19.26% |
*2009 Returns are for the period Jan 1 - Sep30, 2009
Performance information for Zacks’ portfolios and strategies is available at: http://www.zacks.com/performance
The S&P 500 Index is a well-known, unmanaged index of the prices of 500 large-company common stocks, mainly blue-chip stocks, selected by Standard & Poor's. The S&P 500 Index assumes reinvestment of dividends but does not reflect advisory fees. An investor cannot invest directly in an index.
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Zacks Rank Guide Table of Contents
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