About Zacks Performance

We are very proud of the returns generated by the Zacks Rank, our model portfolios, Premium Screens and our Research Wizard strategies. We also are committed as a firm to the concept of transparency and to providing you with accurate and transparent explanation of our performance metrics. You will find this information below. Just click on "details" to see the specifics in the Model Portfolios, Zacks Method for Trading & Research Wizard strategies and Trading Services. Some of the performance numbers we show are based on backtests while others are based on the actual trades delivered to clients via our web sites. To effectively use our services you should understand the difference between returns of a backtest.

Questions or comments can be forwarded to support@zacks.com. Or call us 800.767.3771 x9339. (Outside the U.S., call 312.265.9339).

Return data displayed on this page has been updated as of Sep 30, 2011 unless specifically noted otherwise.

Zacks Rank Disclosure

Annualized returns are for January 1, 1988 through Dec 31, 2011. Comparable annualized returns for the S&P 500 are 9.43%

During the first 6 months of 2009 , the small cap stocks have dramatically outperformed the market weighted S&P index. Even within the S&P 500, the 50 stocks with the smallest market cap have dramatically outperformed the S&P index. Consequently during the first half of 2009 all of the 5 Zacks Rank portfolios as well as the 4100 company Zacks equal weighted
Universe have outperformed the S&P Index

The performance of the Zacks Rank portfolios for annual and year-to-date periods are the linked monthly total returns (price changes + dividends) of equal weighted hypothetical portfolios, consisting of those stocks with the indicated Zacks Rank, assuming monthly rebalancing and zero transaction costs. These are not the returns of actual portfolios. The hypothetical portfolios were created at the beginning of each month from January 1988 forward based on the values of the Zacks Rank available to Zacks' clients before the beginning of each month. The universe of companies for which Zacks Rank performance is reported has changed over time. The portfolios of Zacks #1 Ranked stocks created monthly from 1988 through 1995 exclude ADRs, exclude Canadian companies trading only on Canadian Exchanges, exclude companies trading on the OTC Bulletin Board and exclude companies followed by only one analyst. From 1996 through 2007 the portfolios exclude ADRs, exclude Canadian companies trading only on Canadian exchanges and exclude companies trading on the OTC Bulletin Board, but include companies followed by only one analyst. From 2008 and going forward the portfolios are comprised of all stocks with the indicated Zacks Rank which is more reflective of the list of stocks that customers will find on the Zacks web sites. The Zacks #1 Rank performance numbers have been independently audited from 1996 through 2007 by Virchow, Krause & Company, LLP.

Zacks Equity Research Buys Disclosure

Annualized returns are for January 1, 2000 through Dec 31, 2011. Comparable annualized returns for the S&P 500 over this period are TBD.

The performance of the Zacks Equity Research Reports for annual and year-to-date periods are the linked monthly total returns (price changes + dividends) of equal weighted hypothetical portfolios, consisting of those stocks with the indicated Zacks Equity Research recommendation, assuming monthly rebalancing and zero transaction costs. These are not the returns of actual portfolios. The hypothetical portfolios were created at the beginning of each month from January 2003 forward based on the the Zacks Equity Research recommendations available to Zacks' clients before the beginning of each month.

Focus List Disclosure

Annualized returns are for February 1, 1996 through Dec 31, 2011. Comparable annualized returns for the S&P 500 over this time period are TBD.

The performance of the Focus List for annual and year-to-date periods are the linked monthly total returns (price changes + dividends) of equal weighted hypothetical portfolios, rebalanced at the time a trade is made and assuming zero transaction costs. These are not the returns of actual portfolios. The hypothetical portfolios and changes to these portfolios are available to Zacks Premium subscribers on the Zacks web site.

All Star List Disclosure

Annualized returns are for July 1, 2002 through Dec 31, 2011. Comparable annualized returns for the S&P 500 over this time period are 4.62%.

The performance of the All Star List for annual and year-to-date periods are the linked monthly total returns (price changes + dividends) of equal weighted hypothetical portfolios, consisting of those stocks listed in the All Star List, assuming monthly rebalancing and zero transaction costs. These are not the returns of actual portfolios. The hypothetical portfolios were created at the beginning of each month from July 2002 forward based on the All Star Analyst ratings available to Zacks' clients before the beginning of each month.