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Wednesday, December 23, 2009, 12:59PM ET - U.S. Markets close in 3 hours and 1 minute. Dow Up 0.01% Nasdaq Up 0.57%
California Investment S/T US Govt Bd Dir (STUSX)On Dec 22: 10.29  Down 0.01 (0.10%)  
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Performance  As of 30-Nov-09Get Performance for:
PERFORMANCE OVERVIEW 
Morningstar Return Rating:Below average
Year to Date Return:1.40%
5-Year Average Return:3.69%
Number of Years Up:5
Number of Years Down:0
Best 1-Yr Total Return (2007):6.37%
Worst 1-Yr Total Return (2004):0.21%
Best 3-Yr Total Return (2006-8):5.23%
Worst 3-Yr Total Return (2004-6):1.66%
LOAD ADJUSTED RETURNS 
1-Year:No load
3-Year:No load
5-Year:No load
10-Year:No load
TRAILING RETURNS (%) VS. BENCHMARKS 
ReturnSTUSXCategoryDiffIndex*Diff
Year To Date1.404.17-2.777.61-6.21
1-Month0.760.700.061.29-0.53
3-Month1.121.51-0.392.86-1.74
1-Year1.995.67-3.6811.63-9.64
3-Year4.515.00-0.496.40-1.89
5-Year3.694.03-0.345.49-1.8
Last Bull Market ( 28-Feb-09 to 30-Sep-09)1.023.01-1.997.06-6.04
Last Bear Market ( 31-Aug-08 to 31-Aug-09)3.495.22-1.737.94-4.45
* Index means [ BarCap US Agg Bond TR USD ]
ANNUAL TOTAL RETURN (%) HISTORY  
YearSTUSXCategoryDiff
2009N/AN/AN/A
2008
 
5.824.801.02
2007
 
6.375.870.50
2006
 
3.523.67-0.15
2005
 
1.281.260.02
2004
 
0.211.46-1.25
2003
 
1.001.45-0.45
2002
 
2.996.85-3.86
2001
 
6.367.26-0.90
2000N/A8.30N/A
1999N/A1.49N/A
PAST QUARTERLY RETURNS (%) FOR STUSX 
Q1Q2Q3Q4
20090.09-0.300.76N/A
20082.80-0.961.442.46
20071.240.592.332.06
20060.250.591.850.79
2005-0.180.950.010.48
20040.62-0.780.50-0.13
20030.280.210.460.04
20020.061.501.000.41
20012.111.122.790.22
2000N/A1.731.802.22
1999N/AN/AN/AN/A
RANK IN CATEGORY (BY TOTAL RETURN) 
PeriodRankFunds in Category% Rank
Year To Date13215883.54
1-Month10616265.43
3-Month11816272.84
6-Month13316182.61
1-Year11515673.72
3-Year9314962.42
5-Year9414465.28

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