Yahoo! FinanceFinance Home - My Yahoo - Yahoo! - Help 

Wednesday, February 10, 2010, 11:14AM ET - U.S. Markets close in 4 hours and 46 minutes. Dow Down 0.53% Nasdaq Down 0.62%
California Investment S&P MidCap Idx K (MIDKX)On Feb 9: 17.25  Up 0.21 (1.23%)  
MORE ON MIDKX
Quotes
Charts
News & Info
Fund
HerePerformance
Analyst


Performance  As of 31-Jan-10Get Performance for:
PERFORMANCE OVERVIEW 
Morningstar Return Rating:Average
Year to Date Return:-3.46%
5-Year Average Return:1.99%
Number of Years Up:3
Number of Years Down:1
Best 1-Yr Total Return (2009):36.16%
Worst 1-Yr Total Return (2008):-36.98%
Best 3-Yr Total Return (2007-9):-2.88%
Worst 3-Yr Total Return (2006-8):-9.82%
LOAD ADJUSTED RETURNS 
1-Year:No load
3-Year:No load
5-Year:No load
10-Year:No load
TRAILING RETURNS (%) VS. BENCHMARKS 
ReturnMIDKXCategoryDiffIndex*Diff
Year To Date-3.46-3.22-0.24-3.600.14
1-Month-3.46-3.22-0.24-3.600.14
3-Month6.716.070.644.162.55
1-Year41.8242.02-0.233.148.68
3-Year-5.12-6.521.4-7.242.12
5-Year1.991.320.670.181.81
Last Bull Market ( 28-Feb-09 to 30-Sep-09)53.7754.45-0.6845.768.01
Last Bear Market ( 31-Aug-08 to 31-Aug-09)-19.31-16.14-3.17-18.25-1.06
* Index means [ S&P 500 TR ]
ANNUAL TOTAL RETURN (%) HISTORY  
YearMIDKXCategoryDiff
2009
 
36.1637.39-1.23
2008
 
-36.98-39.182.20
2007
 
6.774.851.92
2006
 
9.0114.03-5.02
2005
 
11.489.252.23
2004
 
15.2716.30-1.03
2003N/A36.28N/A
2002N/A-16.55N/A
2001N/A-3.12N/A
2000N/A6.36N/A
PAST QUARTERLY RETURNS (%) FOR MIDKX 
Q1Q2Q3Q4
2009-8.6518.2919.245.67
2008-9.135.23-11.39-25.63
20075.435.54-1.20-2.88
20067.28-3.59-1.286.76
2005N/AN/AN/AN/A
2004N/AN/AN/AN/A
2003N/AN/AN/AN/A
2002N/AN/AN/AN/A
2001N/AN/AN/AN/A
2000N/AN/AN/AN/A
RANK IN CATEGORY (BY TOTAL RETURN) 
PeriodRankFunds in Category% Rank
Year To Date33048667.90
1-Month27248655.97
3-Month21248243.98
6-Month18647938.83
1-Year15745134.81
3-Year12237032.97
5-Year12330440.46

Add to My Portfolio Add to Portfolio    Set Alert Set Alert    Email to a Friend Email to a Friend
Get Performance for Another Symbol: Symbol Lookup
Top Performers by StyleProspectus Finder