Oppenheimer Capital Appreciation Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1981 | 0 | 8 | 15.2 | 4.15 | 11.1 | -4.29 | 0.59 | -7.24 | -7.09 | 14.93 | 6.27 | -1.18 | 0 |
| 1982 | -3.43 | -3.97 | 1.61 | 10.48 | -5.05 | 3.38 | 3.69 | 17.17 | 2.4 | 20.01 | 9.5 | 3.49 | 72.9 |
| 1983 | -33.3 | 4.22 | 5.35 | 8.64 | 6.76 | 6.48 | -4.16 | -5.2 | 3.37 | -7.55 | 4.58 | -4.03 | -21.2 |
| 1984 | -6.76 | -5.91 | -1.91 | -1.32 | -4.96 | 4.22 | -3.85 | 10.22 | -4.97 | -1.02 | -4.19 | 1.95 | -18.1 |
| 1985 | 6.84 | 1.07 | -0.37 | -0.63 | 3.71 | 2.18 | 2.67 | 0.35 | -4.09 | 4.57 | 7.7 | 2.99 | 29.9 |
| 1986 | 3.07 | 9.85 | 10.46 | -2.45 | 1.56 | 3.88 | -8.46 | 2.69 | -5.02 | 1.47 | -0.82 | -6.35 | 8.3 |
| 1987 | 7.92 | 9.18 | 2.5 | -5.89 | -3.15 | 3.79 | 4.34 | 0.25 | -0.41 | -34.34 | -3.89 | -18.21 | -38.6 |
| 1988 | 8.16 | 6.65 | 4.06 | 2.49 | -0.79 | 4.7 | 0.32 | -3.02 | 4.87 | 0 | -2.48 | 3.55 | 31.7 |
| 1989 | 5.17 | -0.53 | 1.79 | 4.86 | 4.58 | -4.6 | 5.89 | 3.39 | -0.82 | -3.2 | 0.32 | 0.31 | 17.8 |
| 1990 | -6.68 | 3.58 | 3.68 | -1.97 | 8.81 | -0.38 | -2.73 | -10.11 | -7.83 | -2.17 | 10.38 | 5.61 | -2.1 |
| 1991 | 9.5 | 7.74 | 4.08 | -0.61 | 3.33 | -4.81 | 6.06 | 2.56 | -1.32 | 1.24 | -4.48 | 10.02 | 37.1 |
| 1992 | 0.88 | 0.83 | -3.93 | -1.64 | 0.66 | -2.61 | 4.69 | -2.9 | 2.15 | 3.4 | 6.57 | -0.8 | 7 |
| 1993 | 1.66 | -4.64 | 2.86 | -4.73 | 4 | 0.48 | -1.8 | 2.19 | 1.95 | 0.94 | -0.81 | 0.62 | 2.3 |
| 1994 | 3.65 | -2.18 | -3.95 | -0.4 | 2.81 | -5.03 | 1.97 | 6.44 | -2.5 | 1.63 | -1.95 | -11.21 | -11.3 |
| 1995 | 2.08 | 4.42 | 2.28 | 2.76 | 4.5 | 4.08 | 4.46 | 0.56 | 3.52 | -0.7 | 3.12 | -9.9 | 22.2 |
| 1996 | 3.57 | 2.11 | 1.34 | 3.6 | 2.53 | -1.02 | -4.3 | 4.12 | 7.66 | 1.18 | 6.17 | -1.55 | 27.8 |
| 1997 | 6.22 | -2.34 | -5.41 | 5.33 | 8.03 | 2.09 | 10.53 | -2.13 | 4.61 | -3.09 | 0.77 | 0.28 | 26.3 |
| 1998 | 0.26 | 7.95 | 4.1 | 2.38 | -3.37 | 5.32 | -1.91 | -18.68 | 4.55 | 8.82 | 6.38 | 9.26 | 23.8 |
| 1999 | 7.29 | -4.64 | 4.5 | 1.67 | -0.55 | 7.43 | -3.53 | -0.71 | -0.87 | 6.79 | 4.84 | 15.1 | 42.1 |
| 2000 | -2.93 | 10.42 | 6.8 | -4.61 | -3.78 | 4.39 | -2.31 | 8.15 | -6.46 | -1.69 | -10.33 | 3.31 | -1.3 |
| 2001 | 6.52 | -10.34 | -6.19 | 9.97 | -0.66 | -3.2 | -1.55 | -7.35 | -11.7 | 5.01 | 7.32 | 1.59 | -12.6 |
| 2002 | -4.46 | -3.28 | 5.2 | -5.97 | -1.43 | -9.54 | -7.94 | 1.15 | -8.76 | 8.17 | 6.86 | -7.69 | -26.1 |
| 2003 | -2.37 | -1.78 | 0.84 | 8.58 | 5.7 | 0.57 | 2.85 | 3.09 | -1.75 | 5.44 | 1.34 | 4.23 | 29.5 |
| 2004 | 1.83 | 0.25 | -1.21 | -2.3 | 1.73 | 1.91 | -3.94 | -1.11 | 1.2 | 2.03 | 2.94 | 3.23 | 6.5 |
| 2005 | -2.79 | 1.05 | -1.06 | -2 | 3.9 | -1.4 | 4.03 | -0.93 | 0.43 | -0.38 | 4.32 | -0.24 | 4.7 |
| 2006 | 3.89 | -0.83 | 1.49 | 0.45 | -5.5 | 0.38 | -2.9 | 3.78 | 2.46 | 2.17 | 2.79 | -0.5 | 7.5 |
| 2007 | 2.62 | -1.5 | 1.57 | 3.1 | 3.52 | -0.34 | -1.15 | 1.75 | 6.61 | 2.39 | -4.88 | -0.21 | 13.8 |
| 2008 | -9.07 | -2.2 | -0.74 | 8.11 | 3.75 | -7.92 | -3.29 | 0.38 | -14.97 | -19.6 | -12.73 | 2.47 | -45.9 |
| 2009 | -2.98 | -6.63 | 9.01 | 10.85 | 6.54 | 0.71 | 6.98 | 1.37 | 4.63 | -2.32 | 5.66 | 4.39 | 43.6 |
| 2010 | -5.69 | 3.11 | 6.49 | -1.12 | -8.59 | -5.7 | 5.62 | -4.19 | 10.61 | 4.52 | 0.22 | 5.57 | 9.2 |
| 2011 | 1.17 | 3.81 | -0.55 | 3.08 | -1.17 | -1.06 | -1.26 | -5.83 | -8.23 | 11.42 | -0.46 | -1.21 | -1.6 |
| 2012 | 5.37 | 5.45 | 2.56 | -0.29 | -6.6 | 1.76 | 1.12 | 3.44 | 1.69 | -3.39 | 2.1 | 0.32 | 13.7 |
| 2013 | 4.09 | 1.19 | 3.26 | 0.61 | 1.66 | -2.42 | 5.1 | -1.92 | 4.36 | 4.05 | 2.98 | 3.28 | 29.2 |
| 2014 | -2.91 | 6.19 | -3.11 | -0.97 | 4.24 | 3.06 | 0.13 | 4.22 | -1.3 | 2.44 | 2.89 | -0.22 | 15.1 |
| 2015 | -1.57 | 6.47 | -1.3 | -0.7 | 1.48 | -0.24 | 2.87 | -7.04 | -4.12 | 8.98 | 0.96 | -1.71 | 3.1 |
| 2016 | -7.05 | -3.83 | 4.02 | -1.08 | 3.27 | -1.39 | 5.46 | -0.53 | 0.89 | -3.01 | 0.56 | 1.02 | -2.3 |
| 2017 | 4.18 | 3.98 | 1.79 | 2.59 | 1.82 | -0.05 | 1.67 | 1.37 | 0.73 | 2.42 | 2.35 | 0.97 | 26.5 |
| 2018 | 6.94 | -3.65 | -3.67 | 0.28 | 4.75 | 0.35 | 3.31 | 4.33 | 0.14 | -9.13 | 0.8 | -9.06 | -6 |
| 2019 | 10.88 | 1.68 | 2.7 | 5.86 | -6.65 | 6.87 | 1.55 | -0.59 | -0.66 | 2.74 | 4.52 | -16.44 | 10.1 |
| 2020 | 8.05 | 7.34 | 4.21 | 8.08 | 15.41 | -10.73 | -7.36 | 1.46 | -7.42 | -2.59 | 11.25 | 4 | 32 |
| 2021 | -2.3 | -18.19 | 26.96 | 6.79 | -1.28 | 5.52 | 2.73 | 4.2 | -6.25 | 8.6 | -0.68 | -22.54 | -5.4 |
| 2022 | -10.74 | -2.23 | 3.35 | -12.1 | -2.56 | -7.03 | 9.66 | -4.15 | -8.83 | 5.44 | 2.42 | -8.1 | -31.7 |
| 2023 | 5.02 | -1.55 | 6.46 | 0.78 | 5.24 | 6.68 | 2.45 | -0.63 | -6.12 | -1.45 | 11.07 | 3.99 | 35.5 |
| 2024 | 4.4 | 27.7 |