Investars is an independent evaluator of equity research in the U.S. They have Zacks Research consistently rated Zacks research as the #1 performer versus 37 other research firms.
The reason is simple: The Zacks Recommendation for stocks has dramatically outperformed the S&P 500 over the periods covered by this evaluation.
This is actual outperformance, not a backtest.
Using Buy Index for Entire Coverage Universe
| Rank | Number of Firms | Return | Time Period (Ending 05/24/2023) |
|---|---|---|---|
| #1 | out of 13 | 177.50% | 6 Year Trailing |
| #1 | out of 13 | 117.09% | 5 Year Trailing |
| #1 | out of 13 | 123.23% | 4 Year Trailing |
| #2 | out of 13 | 106.91% | 3 Year Trailing |
| #4 | out of 13 | 3.33% | 2 Year Trailing |
| #1 | out of 13 | 4.60% | 1 Year Trailing |
Learn more about Investars Performance evaluation at: http://www.investarsranks.com/ranks
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
Q4 Third Place
Q3 Second Place (Tie)
Q2 Third Place
Q1 First Place
2021
Q4 First Place
Q3 First Place (Tie)
Q2 Second Place
Q1 First Place
2020
Q4 First Place
Q3 First Place
Q2 First Place
2019
Q4 Second Place (Tie)
Q3 Third Place
Q2 Second Place (Tie)
Q1 First Place
2018
Q4 Second Place
Q3 Second Place
Q2 Second Place
Q1 Second Place
2017
Q4 Second Place
Q3 Second Place
Q2 Third Place
Q1 Third Place (Tie)
2016
Q3 Third Place
Q2 Third Place
2015
Q4 First Place (Tie)
Q3 Second Place (Tie)
Q2 First Place
Q1 First Place (Tie)
2014
Q4 First Place
Q3 Second Place
Q2 Third Place
2012
Q3 Third Place
Q2 Third Place
Q1 Third Place
2011
Q4 Third Place
Q3 Third Place
We’ve consistently placed in the top three against the other firms who have provided ratings on Fidelity.com including:
To learn more about the Integrity Research Providers Award and see historical Zacks awards earned since 2011, https://research2.fidelity.com
