| Portfolio | Annualized |
|---|---|
| Zacks #1 Rank | 26.27% |
| Zacks #2 Rank | 18.71% |
| Zacks #3 Rank | 10.12% |
| Zacks #4 Rank | 4.32% |
| Zacks #5 Rank | 2.16% |
| S&P 500 | 9.93% |
| Year | #1 Rank | #2 Rank | #3 Rank | #4 Rank | #5 Rank | S&P 500 |
|---|---|---|---|---|---|---|
| 1988 | 39.18% | 29.69% | 20.79% | 19.13% | 18.39% | 16.20% |
| 1989 | 39.58% | 26.84% | 15.85% | 9.55% | -5.10% | 31.70% |
| 1990 | -2.64% | -13.69% | -21.32% | -23.85% | -34.71% | -3.10% |
| 1991 | 81.36% | 56.80% | 45.98% | 36.60% | 34.35% | 30.40% |
| 1992 | 40.97% | 29.63% | 18.04% | 12.24% | 17.31% | 7.51% |
| 1993 | 45.26% | 26.86% | 14.78% | 8.59% | 9.54% | 10.07% |
| 1994 | 12.73% | 5.15% | -3.56% | -11.14% | -10.90% | 0.59% |
| 1995 | 52.56% | 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 | 67.03% | 71.02% | 66.69% | 57.34% | 55.99% | 28.69% |
| 2004 | 28.71% | 23.26% | 18.51% | 11.92% | 16.63% | 10.87% |
| 2005 | 18.80% | 12.01% | 6.54% | -1.31% | -5.08% | 4.90% |
| 2006 | 27.31% | 26.63% | 18.09% | 15.17% | 16.88% | 15.80% |
| 2007 | 19.71% | 5.42% | -4.34% | -13.06% | -23.90% | 5.49% |
| 2008 | -40.41% | -43.48% | -48.70% | -45.75% | -50.95% | -37.00% |
| 2009 | 65.85% | 82.46% | 78.42% | 59.91% | 49.18% | 26.46% |
| 2010 | 28.98% | 35.04% | 27.89% | 29.28% | 27.18% | 15.06% |
| 2011 | -10.21% | -4.87% | -13.56% | -18.57% | -21.39% | 2.11% |
| 2012 | 24.40% | 17.26% | 16.65% | 6.78% | 8.27% | 16.00% |
|
YTD 2013
|
13.27% | 10.73% | 8.63% | 6.80% | 7.95% | 10.61% |
| Annual Average | 26.27% | 18.71% | 10.12% | 4.32% | 2.16% | 9.93% |
2013 returns are for the period of Jan 1-Mar 31, 2013
Disclosure:
Annualized returns are for January 1, 1988 through Mar 31, 2013. Comparable annualized returns for the S&P 500 are 9.93%
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 hypothetical annual returns have been examined by Baker Tilly Virchow Krause, LLP for each of the years in the period beginning January 1, 1988 and ending December 31, 2011 upon which they have issued their unqualified report thereon date March 22, 2012. Such reference to Baker Tilly Virchow Krause, LLP or to their report dated March 22, 2012 shall not be considered by any party to represent an indication of the actual investment performance that has or may be realized by any actual investor. During the first 6 months of 2009 , the small cap stocks 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.
Performance information for Zacks' portfolios and strategies is available at: http://www.zacks.com/performance
