Oppenheimer Capital Appreciation Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1997 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | -1.67 | -11.62 | 0 |
| 1998 | 0.29 | 7.96 | 4.13 | 2.4 | -3.32 | 5.34 | -1.89 | -18.66 | 4.58 | 8.84 | 6.42 | 9.3 | 24.2 |
| 1999 | 7.32 | -4.64 | 4.57 | 1.7 | -0.53 | 7.42 | -3.49 | -0.66 | -0.85 | 6.84 | 4.85 | 15.17 | 42.6 |
| 2000 | -2.9 | 10.45 | 6.85 | -4.58 | -3.74 | 4.42 | -2.27 | 8.19 | -6.43 | -1.68 | -10.31 | 3.35 | -0.9 |
| 2001 | 6.55 | -10.32 | -6.13 | 9.97 | -0.61 | -3.15 | -1.54 | -7.32 | -11.67 | 4.99 | 7.35 | 1.62 | -12.4 |
| 2002 | -4.44 | -3.24 | 5.24 | -6.04 | -1.49 | -9.52 | -7.92 | 1.2 | -8.73 | 8.23 | 6.89 | -7.66 | -26 |
| 2003 | -2.37 | -1.72 | 0.86 | 8.61 | 5.76 | 0.56 | 2.91 | 3.12 | -1.75 | 5.48 | 1.37 | 4.28 | 30 |
| 2004 | 1.85 | 0.3 | -1.19 | -2.26 | 1.75 | 1.94 | -3.91 | -1.08 | 1.25 | 2.03 | 2.97 | 3.26 | 6.8 |
| 2005 | -2.75 | 1.07 | -1.01 | -1.89 | 3.93 | -1.39 | 4.07 | -0.91 | 0.47 | -0.35 | 4.35 | -0.22 | 5.2 |
| 2006 | 3.92 | -0.81 | 1.52 | 0.48 | -5.46 | 0.41 | -2.87 | 3.83 | 2.51 | 2.18 | 2.83 | -0.46 | 7.9 |
| 2007 | 2.66 | -1.48 | 1.61 | 3.14 | 3.56 | -0.33 | -1.1 | 1.77 | 6.65 | 2.43 | -4.84 | -0.21 | 14.2 |
| 2008 | -9.05 | -2.16 | -0.72 | 8.17 | 3.79 | -7.91 | -3.26 | 0.41 | -14.94 | -19.58 | -12.7 | 2.53 | -45.7 |
| 2009 | -2.95 | -6.61 | 9.07 | 10.85 | 6.62 | 0.74 | 7.02 | 1.4 | 4.62 | -2.26 | 5.69 | 4.42 | 44.1 |
| 2010 | -5.66 | 3.16 | 6.51 | -1.16 | -8.55 | -5.68 | 5.67 | -4.15 | 10.62 | 4.57 | 0.26 | 5.61 | 9.6 |
| 2011 | 1.19 | 3.86 | -0.5 | 3.11 | -1.16 | -1.01 | -1.23 | -5.8 | -8.19 | 11.45 | -0.44 | -1.18 | -1.2 |
| 2012 | 5.41 | 5.49 | 2.59 | -0.25 | -6.56 | 1.79 | 1.16 | 3.47 | 1.74 | -3.36 | 2.13 | 0.35 | 14.2 |
| 2013 | 4.15 | 1.2 | 3.3 | 0.64 | 1.71 | -2.4 | 5.13 | -1.89 | 4.39 | 4.05 | 3 | 3.31 | 29.7 |
| 2014 | -2.88 | 6.22 | -3.1 | -0.96 | 4.28 | 3.07 | 0.15 | 4.25 | -1.28 | 2.46 | 2.91 | -0.2 | 15.4 |
| 2015 | -1.53 | 6.5 | -1.29 | -0.68 | 1.49 | -0.23 | 2.89 | -7.03 | -4.09 | 9 | 0.98 | -1.68 | 3.4 |
| 2016 | -7.02 | -3.82 | 4.05 | -1.08 | 3.31 | -1.39 | 5.49 | -0.49 | 0.88 | -2.98 | 0.58 | 1.05 | -2.1 |
| 2017 | 4.21 | 3.99 | 1.82 | 2.59 | 1.84 | -0.03 | 1.7 | 1.39 | 0.75 | 2.44 | 2.38 | 0.99 | 26.8 |
| 2018 | 6.96 | -3.63 | -3.66 | 0.29 | 4.78 | 0.36 | 3.35 | 4.34 | 0.15 | -9.13 | 0.82 | -9.03 | -5.8 |
| 2019 | 10.9 | 1.7 | 2.7 | 5.89 | -6.63 | 6.88 | 1.57 | -0.57 | -0.65 | 2.78 | 4.53 | -14.75 | 12.5 |
| 2020 | 8.08 | 7.35 | 4.24 | 8.09 | 15.42 | -10.7 | -7.35 | 1.49 | -7.1 | -2.57 | 11.27 | 4.01 | 32.7 |
| 2021 | -21.47 | 4.97 | -1.02 | 32.91 | -1.26 | 5.53 | 2.74 | 4.21 | -6.23 | 8.63 | -0.66 | -20.05 | -2.1 |
| 2022 | -10.72 | -2.21 | 3.37 | -12.09 | -2.52 | -7.02 | 9.68 | -4.13 | -8.81 | 5.46 | 2.44 | -7.97 | -31.5 |
| 2023 | 5.04 | -1.52 | 6.48 | 0.79 | 5.26 | 6.7 | 2.47 | -0.6 | -6.11 | -1.43 | 11.09 | 4.01 | 35.8 |
| 2024 | 4.43 | 27.6 |