26 % Annualized Return of Zacks Rank Over Last 25 Years Is Confirmed
Chicago, IL, September 11, 2012 — Baker Tilly, an independent accounting firm, recently examined the performance of Zacks #1 Rank Strong Buy stocks over more than 25 years. It measured the return of the portfolio of Zacks’ top-rated stocks during each month from 1986 through 2011. This examination validated that if investors had rebalanced their portfolio of Zacks #1 Rank stocks monthly, their average gain exclusive of fees and expenses would have amounted to more than +26% per year.*
Based on estimate momentum and earnings surprises, this performance occurred through stock market booms and busts, during a time span that included three recessions. Baker Tilly’s examination verified that the portfolio of Zacks #1 Rank stocks delivered positive returns in 22 out of 25 years, and that its average annual return over the period was nearly triple that of the S&P 500.*
The independent examination was carried out in accordance with attestation standards established by the American Institute of Certified Public Accountants. For more information about this report, contact our member support team at 1.312.265.9339, or email firstname.lastname@example.org.
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Zacks Investment Research was formed in 1978 by Leonard Zacks. As a Ph.D. from M.I.T., Len believed he could find patterns in stock market data that would lead to superior investment results. Among his many accomplishments was the establishment of earnings surprises as a predictive tool throughout the world of equity investing, leading to his proprietary stock-picking system, the Zacks Rank.
Visit http://www.zacks.com/portfolios/rank/1rank_perf.php for information about the performance numbers displayed in this press release. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities.
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Name: Terry Ruffolo
Title: Director Media Relations
Zacks Investment Research
*These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index.
Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, brokerage, market making or asset management activities of any securities. Visit http://www.zacks.com/performance for information about the performance numbers displayed in this press release.
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At the center of everything we do is a strong commitment to independent research and sharing its profitable discoveries with investors. This dedication to giving investors a trading advantage led to the creation of our proven Zacks Rank stock-rating system. Since 1986 it has nearly tripled the S&P 500 with an average gain of +26% per year. These returns cover a period from 1986-2011 and were examined and attested by Baker Tilly, an independent accounting firm.
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