Oppenheimer Capital Appreciation Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2001 | 0 | 0 | -6.52 | 9.93 | -0.68 | -3.2 | -1.58 | -7.38 | -11.72 | 4.99 | 7.28 | -0.86 | 0 |
| 2002 | -4.5 | -3.29 | 5.16 | -6.08 | -1.57 | -9.55 | -7.94 | 1.12 | -8.73 | 8.13 | 6.82 | -7.69 | -26.4 |
| 2003 | -2.42 | -1.75 | 0.84 | 8.51 | 5.7 | 0.54 | 2.8 | 3.05 | -1.76 | 5.41 | 1.29 | 4.23 | 29.1 |
| 2004 | 1.77 | 0.23 | -1.25 | -2.32 | 1.69 | 1.87 | -3.96 | -1.14 | 1.18 | 1.97 | 2.94 | 3.19 | 6.1 |
| 2005 | -2.82 | 1.01 | -1.07 | -1.94 | 3.84 | -1.41 | 4 | -0.97 | 0.39 | -0.41 | 4.28 | -0.28 | 4.4 |
| 2006 | 3.89 | -0.86 | 1.44 | 0.43 | -5.53 | 0.36 | -2.94 | 3.76 | 2.42 | 2.16 | 2.77 | -0.55 | 7.1 |
| 2007 | 2.6 | -1.52 | 1.52 | 3.09 | 3.5 | -0.38 | -1.17 | 1.72 | 6.59 | 2.37 | -4.91 | -0.24 | 13.4 |
| 2008 | -9.1 | -2.25 | -0.76 | 8.09 | 3.72 | -7.96 | -3.31 | 0.36 | -14.99 | -19.65 | -12.72 | 2.45 | -46.1 |
| 2009 | -2.98 | -6.67 | 8.97 | 10.8 | 6.55 | 0.69 | 6.95 | 1.35 | 4.57 | -2.29 | 5.66 | 4.47 | 43.4 |
| 2010 | -5.74 | 3.13 | 6.43 | -1.21 | -8.63 | -5.71 | 5.59 | -4.22 | 10.56 | 4.5 | 0.2 | 5.54 | 8.8 |
| 2011 | 1.15 | 3.8 | -0.56 | 3.05 | -1.2 | -1.06 | -1.28 | -5.88 | -8.24 | 11.4 | -0.47 | -1.26 | -1.8 |
| 2012 | 5.37 | 5.42 | 2.55 | -0.32 | -6.61 | 1.72 | 1.11 | 3.41 | 1.7 | -3.43 | 2.08 | 0.3 | 13.4 |
| 2013 | 4.08 | 1.14 | 3.25 | 0.59 | 1.65 | -2.45 | 5.07 | -1.94 | 4.35 | 4.03 | 2.94 | 3.27 | 28.9 |
| 2014 | -2.93 | 6.17 | -3.12 | -1 | 4.22 | 3.04 | 0.1 | 4.21 | -1.32 | 2.41 | 2.88 | -0.24 | 14.8 |
| 2015 | -1.58 | 6.44 | -1.32 | -0.73 | 1.45 | -0.27 | 2.85 | -7.05 | -4.15 | 8.96 | 0.93 | -1.73 | 2.8 |
| 2016 | -7.07 | -3.87 | 4.02 | -1.11 | 3.26 | -1.43 | 5.46 | -0.55 | 0.85 | -3.02 | 0.55 | 0.99 | -2.6 |
| 2017 | 4.17 | 3.94 | 1.79 | 2.55 | 1.81 | -0.09 | 1.65 | 1.36 | 0.7 | 2.41 | 2.32 | 0.94 | 26.2 |
| 2018 | 6.92 | -3.67 | -3.7 | 0.26 | 4.73 | 0.33 | 3.28 | 4.31 | 0.11 | -9.15 | 0.76 | -9.07 | -6.2 |
| 2019 | 10.85 | 1.66 | 2.68 | 5.85 | -6.68 | 6.84 | 1.52 | -0.61 | -0.67 | 2.73 | 4.47 | -17.87 | 7.9 |
| 2020 | 8.03 | 7.3 | 4.2 | 8.04 | 15.37 | -10.74 | -7.38 | 1.45 | -7.73 | -2.61 | 11.23 | 3.96 | 31.2 |
| 2021 | -25.98 | 4.94 | -1.06 | 40.89 | -1.3 | 5.49 | 2.7 | 4.18 | -6.28 | 8.59 | -0.71 | -24.8 | -8.3 |
| 2022 | -10.75 | -2.25 | 3.32 | -12.11 | -2.57 | -7.07 | 9.65 | -4.18 | -8.84 | 5.41 | 2.41 | -8.22 | -31.9 |
| 2023 | 5 | -1.57 | 6.44 | 0.76 | 5.2 | 6.67 | 2.41 | -0.64 | -6.13 | -1.49 | 11.06 | 3.96 | 35.1 |
| 2024 | 4.37 | 27.4 |