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Zacks Small-cap Core Fund: (MF: ZSCCX)
(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET
$28.32 USD
+0.62 (2.24%)
Zacks MF Rank
NA
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -8.94 | 57 |
| 3 months | -8.94 | 57 |
| 6 months | -13.20 | 92 |
| 1 Year | -7.20 | 75 |
| 3 Year | 2.47 | 30 |
| 5 Year | 14.96 | 41 |
| 10 Year | 5.98 | 67 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | -7.20 |
| 5 Year | 14.96 |
| 10 Year | 5.99 |
| Since Inception | 9.02 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -8.94 | NA | NA | NA |
| 2024 | 3.86 | -1.70 | 8.77 | -4.67 |
| 2023 | 3.58 | 6.28 | -4.67 | 12.35 |
| 2022 | -6.87 | -11.64 | -1.84 | 9.15 |
| 2021 | 17.51 | 4.14 | 0.18 | 8.16 |
| 2020 | -34.76 | 16.71 | 4.30 | 24.13 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -8.94 | 5.85 | 17.92 | -11.84 | 32.62 | -1.42 | 21.20 | -12.16 | 14.16 | 21.56 | -1.63 |
| % Total Return Rel to Index | -4.68 | -19.16 | -8.32 | 6.35 | 3.93 | -19.82 | -10.29 | -7.76 | -7.63 | 9.63 | -3.02 |
| % Total Return Rel to Peer | -0.44 | -6.06 | 1.84 | 7.67 | 13.30 | -20.41 | -4.23 | -1.38 | -1.43 | 5.61 | 3.09 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 2.00 | 1.00 | 5.00 | 5.00 | 3.00 | 3.00 | 2.00 | 2.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.14 | 0.01 | 0.00 | 0.02 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.46 | 0.02 | 0.01 | 0.09 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 5.28 | 1.52 | 0.00 | 0.78 | 0.00 | 0.00 | 2.40 | 3.78 | 0.15 | 0.00 |
| Expense Ratio | 0.00 | 1.39 | 1.39 | 1.39 | 1.39 | 1.39 | 1.39 | 1.39 | 1.39 | 1.43 | 1.39 |
* 1 = Top 20%, 5 = Bottom 20%