Performance analysis of SMIZ (ZACKS SMALL/MID CAP ETF)
Annual Return
Since Oct 3, 2023, SMIZ has had an average annual return of +23.19%, underperforming the benchmark SPY, which returned +24.23% annual.
| 2026 | 2025 | 2024 | 2023 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +16.44% | +12.16% | +17.95% | +16.39% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.51% | +1.63% | -5.65% | +11.72% | +2.98% | +4.62% | -3.47% | +16.44% | |||||
| 2025 | +3.23% | -6.39% | -5.62% | +1.10% | +6.38% | +4.14% | +1.95% | +5.30% | +2.66% | -0.16% | +1.72% | -1.89% | +12.16% |
| 2024 | -0.76% | +7.80% | +3.53% | -6.39% | +3.69% | -0.72% | +5.92% | -0.29% | +2.79% | +0.27% | +10.32% | -7.97% | +17.95% |
| 2023 | -2.69% | +9.60% | +9.13% | +16.39% |
Drawdown analysis of SMIZ (ZACKS SMALL/MID CAP ETF)
The maximum drawdown for the SMIZ was -25.02%, occurring on Apr 8, 2025. Recovery took 94 trading sessions.
The current SMIZ drawdown is -3.47%.
Since Oct 3, 2023 SMIZ has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -25.02% | Dec 4, 2024 | 84 | Apr 8, 2025 | 94 | Aug 22, 2025 | 178 |
| -10.51% | Feb 9, 2026 | 34 | Mar 30, 2026 | 9 | Apr 13, 2026 | 43 |
| -9.41% | Jul 16, 2024 | 16 | Aug 7, 2024 | 30 | Sep 19, 2024 | 46 |
| -7.65% | Mar 28, 2024 | 15 | Apr 19, 2024 | 58 | Jul 15, 2024 | 73 |
| -7.56% | Oct 27, 2025 | 18 | Nov 20, 2025 | 14 | Dec 11, 2025 | 32 |
| -7.28% | Oct 11, 2023 | 12 | Oct 27, 2023 | 12 | Nov 14, 2023 | 24 |
| -4.97% | Jun 30, 2026 | 13 | Jul 20, 2026 | Ongoing | Ongoing | Ongoing |
| -4.17% | May 6, 2026 | 9 | May 19, 2026 | 4 | May 26, 2026 | 13 |
| -4.09% | Sep 22, 2025 | 14 | Oct 10, 2025 | 10 | Oct 24, 2025 | 24 |
| -3.87% | Jun 4, 2026 | 4 | Jun 10, 2026 | 2 | Jun 12, 2026 | 6 |
| -3.86% | Dec 28, 2023 | 3 | Jan 3, 2024 | 17 | Jan 29, 2024 | 20 |
| -3.73% | Nov 11, 2024 | 4 | Nov 15, 2024 | 5 | Nov 22, 2024 | 9 |
| -3.59% | Dec 11, 2025 | 13 | Dec 31, 2025 | 3 | Jan 6, 2026 | 16 |
| -2.73% | Jan 22, 2026 | 10 | Feb 5, 2026 | 1 | Feb 6, 2026 | 11 |
| -2.59% | Oct 18, 2024 | 9 | Oct 31, 2024 | 4 | Nov 6, 2024 | 13 |
| -2.51% | Feb 15, 2024 | 3 | Feb 21, 2024 | 4 | Feb 27, 2024 | 7 |
| -2.48% | Feb 12, 2024 | 1 | Feb 13, 2024 | 2 | Feb 15, 2024 | 3 |
| -2.11% | Mar 7, 2024 | 6 | Mar 15, 2024 | 4 | Mar 21, 2024 | 10 |
| -2.09% | Jan 29, 2024 | 2 | Jan 31, 2024 | 6 | Feb 8, 2024 | 8 |
| -1.90% | Apr 20, 2026 | 7 | Apr 29, 2026 | 2 | May 1, 2026 | 9 |
| -1.71% | Dec 19, 2023 | 1 | Dec 20, 2023 | 2 | Dec 22, 2023 | 3 |
| -1.62% | Jun 15, 2026 | 2 | Jun 17, 2026 | 1 | Jun 18, 2026 | 3 |
| -1.48% | Jan 15, 2026 | 2 | Jan 20, 2026 | 1 | Jan 21, 2026 | 3 |
| -1.41% | Sep 11, 2025 | 3 | Sep 16, 2025 | 2 | Sep 18, 2025 | 5 |
| -1.41% | Jun 22, 2026 | 1 | Jun 23, 2026 | 2 | Jun 25, 2026 | 3 |