Zacks Investment Research
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- vs. index
- −1.6%
- −0.1% raw
- Videos scored
- 3
- Calls
- 5
- Win rate · 5 calls
- 60%
- Months active
- 1
Zacks Investment Research: tracked call record. Across the full tracked record, 5 of 5 published calls are scored, with an average call return of -0.62%. Scored calls were published from 31 Aug 2026 to 24 Sep 2026, measured from each entry price to its latest available close (price dates: 12 Oct 2026 to 13 Oct 2026). Average benchmark excess is -2.10 percentage points, based on 5 of the 5 scored calls only. Unscored calls are excluded from averages. Holding periods and price freshness vary. These are averages of directional call returns, not an investable portfolio return; fees, dividends and execution costs are not included.
The headline above the call table is a separate stored metric: average video return -0.06% and benchmark excess -1.60 percentage points, for videos published within the trailing 12 months at the last calculation. Videos have equal weight; excess includes only benchmarked videos. Its exact calculation date and sample size are not stored. The tracked-video and total-call counts cover the full record.
Tracked calls
5 assets · 5 calls priced · market close 14 Oct 2026
All Videos
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