Zacks 2026

The chart shows the growth of an initial investment of $10,000 in Zacks 2026, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is never rebalanced.

Based on dividend-adjusted daily data since Apr 29, 2020, Zacks 2026's average daily return is +0.15%, while the average monthly return is +2.94%. At this rate, an investment would double in approximately 2.0 years.

Historically, 68% of months were positive and 32% were negative. The best month was Jan 2023 with a return of +17.7%, while the worst month was Sep 2022 at -11.5%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 3 months.

On a daily basis, Zacks 2026 closed higher 54% of trading days. The best single day was Apr 9, 2025 with a return of +10.7%, while the worst single day was Jun 11, 2020 at -8.3%.

Zacks 2026 has an annualized alpha of 16.79%, beta of 1.24, and R2 of 0.65 versus S&P 500 Index. Calculated based on daily prices since April 29, 2020.

• This portfolio captured 157.57% of S&P 500 Index gains but only 75.78% of its losses - a favorable profile for investors.
• This portfolio generated an annualized alpha of 16.79% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.

Zacks 2026 has an expense ratio of 0.00%, meaning no management fees are charged. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

Zacks 2026 ranks 55 for risk / return — on par with similar Portfolios. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

The table below presents risk-adjusted performance metrics for Zacks 2026 and compares them with S&P 500 Index.

The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Zacks 2026 Sharpe ratios as of Jun 9, 2026 (values are recalculated daily):

• 1-Year: 2.13
• 5-Year: 1.27
• All Time: 1.50

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

Compared to the broad market, where average Sharpe ratios range from 1.59 to 2.46, this portfolio's current Sharpe ratio falls between the 25th and 75th percentiles. This indicates that its risk-adjusted performance is in line with the majority of portfolios, suggesting a balanced approach to risk and return—likely suitable for a wide range of investors.

The chart below shows the rolling Sharpe ratio of Zacks 2026 compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

Zacks 2026 provided a 0.43% dividend yield over the last twelve months.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Zacks 2026. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Zacks 2026 was 26.49%, occurring on Jun 16, 2022. Recovery took 153 trading sessions.

The current Zacks 2026 drawdown is 2.41%.

The chart below shows the rolling one-month volatility.