Zacks Rank Performance
Following the Zacks Rank has proved to be very profitable. Since 1988, a portfolio constructed of Zacks #1 Rank stocks has generated an average annual return of 26%. Comparatively, the S&P 500 has only returned 10% over the same period.
Zacks Rank - Annual Returns
| Zacks Rank Performance Summary - Monthly Rebalancing | ||||||
| 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% |
2012 returns are for the period of Jan 1-Mar 31, 2013
Performance information for Zacks’ portfolios and strategies is available at: https://www.zacks.com/performance
The S&P 500 Index is a well-known, unmanaged index of the prices of 500 large-company common stocks, mainly blue-chip stocks, selected by Standard & Poor's. The S&P 500 Index assumes reinvestment of dividends but does not reflect advisory fees. An investor cannot invest directly in an index.
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Zacks Rank Guide Table of Contents
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