About Zacks Performance

We are very proud of the returns generated by the Zacks Rank, our model portfolios, Profit Tracks 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, Profit Tracks, 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 March 31, 2010, unless specifically noted otherwise.

Annualized returns are for Jan 1, 1988 through Mar 31, 2010. Comparable annualized returns for the S&P 500 are 9.56%. 

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 portfolios created monthly from 1988 through September 2006 exclude ADRs and are comprised of stocks that have the indicated Zacks Rank and were covered by at least two analysts at the time of the stocks inclusion in the portfolio. Starting in October 2006 and going forward, the portfolios are comprised of all stocks with the indicated Zacks Rank and do not exclude ADRs, 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 Jan 1, 2000 through Mar 31, 2010. Comparable annualized returns for the S&P 500 over this period are -0.42%.

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.

Timely Buys Disclosure

Annualized returns are for Feb 1, 1996 through Mar 31, 2010. Comparable annualized returns for the S&P 500 over this time period are 6.24%.

The performance of the Timely Buys 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 Elite subscribers on the Zacks Elite web site.

Focus List Disclosure

Annualized returns are for Feb 1, 1996 through Mar 31, 2010. Comparable annualized returns for the S&P 500 over this time period are 6.24%. 

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 Elite subscribers on the Zacks Elite web site.

All Star List Disclosure

Annualized returns are for Jul 1, 2002 through Mar 31, 2010. Comparable annualized returns for the S&P 500 over this time period are 4.22%.

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.

Growth and Income Portfolio Disclosure

Annualized returns are for Apr 25, 2008 through Mar 31, 2010. Comparable annualized returns for the S&P 500 over this time period are 9.32%.

The performance of the Growth and Income Portfolio for annual and year-to-dare periods are the linked monthly total returns (price changes + dividends) of equal weighted hypothetical portfolios, rebalanced as 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 Elite subscribers on the Zacks Elite web site.