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sector performance

funds managed

fund total return standard deviation max drawdown
Saratoga Small Capitalization Portfolio;I 18.1 % 13.5 -21.4 %
Zacks Small-Cap Core Fund;Investor 36.5 % 13.7 -14.5 %

League Table - Rank 122/305 (2nd quartile)

rank Manager Return
122 Mitch E. Zacks 122. Mitch E. Zacks 32.4%
123 Lance James 123. Lance James 32.3%
124 Charles Royce 124. Charles Royce 32.3%
View full league table

Total Return

Month by Month Performance

Quarterly (to 31/12/2017)

year Annual Q1 Q2 Q3 Q4
2017 14.9% 2.4% 1.7% 8.7% 1.4%
2016 17.3% -3.1% 3.1% 4.3% 12.6%
2015 -1.8% 6.4% 0.4% -9.2% 1.2%
2014 3.2% -1.7% 1.4% -6.0% 10.3%
2013 43.7% 15.3% 1.0% 8.7% 13.5%

Are you Mitch E. Zacks?

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