Beat the Market the Zacks Way: LATAM, General Motors, Amgen in Focus

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• Hypothetical portfolio returned +20.65% in 2023 vs. +24.83% for the S&P 500 index and +15% for the equal-weight S&P 500 index

  80% confidence

• The ECDP portfolio returned -2.3% in 2022 vs. -17.96% for the S&P 500 index and -8.34% for NOBL

  80% confidence

• In 2022, the Zacks Focus List portfolio returned -15.2% vs. the S&P 500 index's -17.96%

  80% confidence

• In 2023, the ECAP portfolio returned +12.17% vs. +26.28% for the S&P 500 index

  80% confidence

• The 50-stock Focus List portfolio returned +22% in 2025 (through November 30th, 2025) vs. +17.8% for the S&P 500 index and +10.9% for the equal-weight version of the index

  80% confidence

• Year-to-date (through September 30th), the ECDP portfolio returned +1.58% vs. +5.15% gain for the Dividend Aristocrat ETF

  80% confidence

• The Zacks Focus List portfolio returned +18.41% in 2024 vs. +25.04% for the S&P 500 index and +13% for the equal-weight S&P 500 index

  80% confidence

• The Zacks Focus List portfolio returned +29.54% in 2023 vs. +26.28% for the S&P 500 index and +13.61% for the equal-weight S&P 500 index

  80% confidence

• A hypothetical portfolio of Zacks Rank #1 (Strong Buy) stocks returned +14.3% in 2025 (through December 1st) vs. +14.9% for the S&P 500 index

  80% confidence

• Since 2012, the Top 10 portfolio has produced a cumulative return of +2,530.8% through the end of November 2025 vs. +562% for the S&P 500 index and +401% for the equal-weight version of the index

  80% confidence

• Hypothetical portfolio of Zacks Rank #1 stocks returned +22.4% in 2024, vs. +28% for the S&P 500 index and +19.9% for the equal-weight version of the S&P 500 index

  80% confidence

• The ECAP portfolio returned -4.7% in 2022 vs. the S&P 500 index's -17.96%

  80% confidence

• For the year 2024, the ECAP portfolio returned +16.26% vs. +24.89% for the S&P 500 index

  80% confidence

• The Zacks Model Portfolio consisting of Zacks Rank #1 stocks has outperformed the S&P index by more than 12 percentage points since 1988, generating an annualized average return of +23.9% vs. +11.5% for the S&P 500 index through December 1st, 2025

  80% confidence

• For the full year 2024, the ECDP portfolio returned +6.95% vs. +24.89% for the S&P 500 index and +6.72% for NOBL

  80% confidence

• The Top 10 portfolio returned +62.98% in 2024, vs. +25.04% for the S&P 500 index and +13% for the equal-weight version of the index

  80% confidence

• The Top 10 portfolio returned +25.15% in 2023 vs. +26.28% for the S&P 500 index

  80% confidence

• The Zacks Earnings Certain Admiral Portfolio (ECAP) returned -1.30% in the third quarter of 2025 vs. the S&P 500 index's +8.1% gain

  80% confidence

• The Zacks Earnings Certain Dividend Portfolio (ECDP) returned -0.01% in 2025 Q3 vs. the S&P 500 index's +8.1% gain and the Dividend Aristocrats ETF's (NOBL) +2.90% return

  80% confidence

• The Top 10 portfolio has produced an average return of +26.1% in the period 2012 through November 30, 2025, vs. +13.2% for the S&P 500 index and +10.5% for the equal-weight version of the index

  80% confidence

• The Top 10 portfolio returned +25.4% in 2025 (through the end of November) vs. +17.8% for the S&P 500 index and +10.9% for the equal-weight version of the index

  80% confidence

• The ECDP portfolio returned -0.9% in 2023 vs. +26.28% for the S&P 500 index and +8.11% for NOBL

  80% confidence

• Year-to-date through September 30th, the ECAP portfolio returned +2.72% vs. +14.84% gain for the S&P 500 index

  80% confidence