Zacks Research consistently achieves top results among all research providers, and is regularly honored for our performance in industry awards.
The following award information is updated regularly.
Zacks Research has consistently been rated as the #1 performer vs. 37 other major fundamental and quantitative research providers over the last 6 years by Investars, the independent evaluator of equity research in the U.S. This is actual performance of the Zacks “Outperform” Recommendation, not a back test.
| Rank | Number of Firms | Return | Time Period (Ending 11/14/2024) |
|---|---|---|---|
| #1 | out of 13 | 238.94% | 6 Year Trailing |
| #1 | out of 13 | 219.60% | 5 Year Trailing |
| #1 | out of 13 | 121.71% | 4 Year Trailing |
| #1 | out of 13 | 36.79% | 3 Year Trailing |
| #1 | out of 13 | 46.46% | 2 Year Trailing |
| #1 | out of 13 | 39.64% | 1 Year Trailing |
| Rank | Number of Firms | Return | Time Period (Ending 11/14/2024) |
|---|---|---|---|
| #1 | out of 25 | 238.94% | 6 Year Trailing |
| #1 | out of 25 | 219.60% | 5 Year Trailing |
| #1 | out of 25 | 121.71% | 4 Year Trailing |
| #1 | out of 25 | 36.79% | 3 Year Trailing |
| #1 | out of 25 | 46.46% | 2 Year Trailing |
| #1 | out of 25 | 39.64% | 1 Year Trailing |
* The Investars evaluation only compares Zacks’ performance to other quantitative research firms. Zacks independently compares itself to fundamental firms to achieve the rankings listed here.
Zacks Investment Research has been regularly honored among all research providers to Fidelity.com since these awards began in 2011. These performance awards are calculated by research industry specialist Integrity Research Associates on behalf of Fidelity Investments.
2022
Q1 First Place
Q2 Third Place
Q3 Second Place (Tie)
Q4 Third Place
2021
Q1 First Place
Q2 Second Place
Q3 First Place (Tie)
Q4 First Place
2020
Q2 First Place
Q3 First Place
Q4 First Place
2019
Q1 First Place
Q2 Second Place (Tie)
Q3 Third Place
Q4 Second Place (Tie)
2018
Q1 Second Place
Q2 Second Place
Q3 Second Place
Q4 Second Place
2017
Q1 Third Place (Tie)
Q2 Third Place
Q3 Second Place
Q4 Second Place
2016
Q2 Third Place
Q3 Third Place
2015
Q1 First Place (Tie)
Q2 First Place
Q3 Second Place (Tie)
Q4 First Place (Tie)
2014
Q2 Third Place
Q3 Second Place
Q4 First Place
2012
Q1 Third Place
Q2 Third Place
Q3 Third Place
2011
Q3 Third Place
Q4 Third Place
We’ve consistently placed in the top three against the other firms who have provided ratings on Fidelity.com including: