ZSCCX vs. TISBX
Compare and contrast key facts about Zacks Small-Cap Core Fund (ZSCCX) and TIAA-CREF Small-Cap Blend Index Fund (TISBX).
ZSCCX is managed by Zacks. It was launched on Jun 30, 2011. TISBX is managed by TIAA Investments. It was launched on Oct 1, 2002.
Performance
ZSCCX vs. TISBX - Performance Comparison
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ZSCCX vs. TISBX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ZSCCX Zacks Small-Cap Core Fund | 0.53% | 10.25% | 27.77% | 17.94% | -11.84% | 32.60% | -1.42% | 21.20% | -12.29% | 14.04% |
TISBX TIAA-CREF Small-Cap Blend Index Fund | 0.89% | 12.72% | 11.60% | 17.07% | -20.31% | 14.85% | 20.14% | 25.61% | -10.99% | 13.14% |
Returns By Period
In the year-to-date period, ZSCCX achieves a 0.53% return, which is significantly lower than TISBX's 0.89% return. Over the past 10 years, ZSCCX has outperformed TISBX with an annualized return of 11.15%, while TISBX has yielded a comparatively lower 9.78% annualized return.
ZSCCX
- 1D
- 2.38%
- 1M
- -4.90%
- YTD
- 0.53%
- 6M
- 3.54%
- 1Y
- 21.34%
- 3Y*
- 17.26%
- 5Y*
- 10.31%
- 10Y*
- 11.15%
TISBX
- 1D
- 3.45%
- 1M
- -5.85%
- YTD
- 0.89%
- 6M
- 2.81%
- 1Y
- 25.58%
- 3Y*
- 13.07%
- 5Y*
- 3.52%
- 10Y*
- 9.78%
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ZSCCX vs. TISBX - Expense Ratio Comparison
ZSCCX has a 1.39% expense ratio, which is higher than TISBX's 0.05% expense ratio.
Return for Risk
ZSCCX vs. TISBX — Risk / Return Rank
ZSCCX
TISBX
ZSCCX vs. TISBX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Zacks Small-Cap Core Fund (ZSCCX) and TIAA-CREF Small-Cap Blend Index Fund (TISBX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| ZSCCX | TISBX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.00 | 1.11 | -0.10 |
Sortino ratioReturn per unit of downside risk | 1.51 | 1.65 | -0.14 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.21 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.77 | 1.61 | +0.16 |
Martin ratioReturn relative to average drawdown | 6.25 | 6.05 | +0.20 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ZSCCX | TISBX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.00 | 1.11 | -0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.16 | +0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.42 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.36 | +0.13 |
Correlation
The correlation between ZSCCX and TISBX is 0.94, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
ZSCCX vs. TISBX - Dividend Comparison
ZSCCX has not paid dividends to shareholders, while TISBX's dividend yield for the trailing twelve months is around 4.09%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ZSCCX Zacks Small-Cap Core Fund | 0.00% | 0.00% | 34.48% | 4.49% | 0.49% | 2.30% | 0.02% | 0.10% | 10.82% | 13.57% | 0.56% | 0.00% |
TISBX TIAA-CREF Small-Cap Blend Index Fund | 4.09% | 4.12% | 6.82% | 3.09% | 1.97% | 8.96% | 2.65% | 5.16% | 9.29% | 4.49% | 4.03% | 4.77% |
Drawdowns
ZSCCX vs. TISBX - Drawdown Comparison
The maximum ZSCCX drawdown since its inception was -50.29%, smaller than the maximum TISBX drawdown of -56.50%. Use the drawdown chart below to compare losses from any high point for ZSCCX and TISBX.
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Drawdown Indicators
| ZSCCX | TISBX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.29% | -56.50% | +6.21% |
Max Drawdown (1Y)Largest decline over 1 year | -11.97% | -13.90% | +1.93% |
Max Drawdown (5Y)Largest decline over 5 years | -23.91% | -31.89% | +7.98% |
Max Drawdown (10Y)Largest decline over 10 years | -50.29% | -41.69% | -8.60% |
Current DrawdownCurrent decline from peak | -6.14% | -7.88% | +1.74% |
Average DrawdownAverage peak-to-trough decline | -7.17% | -9.74% | +2.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.39% | 3.70% | -0.31% |
Volatility
ZSCCX vs. TISBX - Volatility Comparison
Zacks Small-Cap Core Fund (ZSCCX) and TIAA-CREF Small-Cap Blend Index Fund (TISBX) have volatilities of 7.23% and 7.49%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ZSCCX | TISBX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.23% | 7.49% | -0.26% |
Volatility (6M)Calculated over the trailing 6-month period | 13.99% | 14.50% | -0.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.82% | 23.37% | -1.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.84% | 22.58% | +0.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.11% | 23.39% | +0.72% |