Oppenheimer Capital Appreciation Fund

Monthly Returns (%)
Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
1993 0 0 0 0 0 0 0 0 0 0 0 0.55 0
1994 3.54 -2.29 -4 -0.48 2.7 -5.09 1.86 6.36 -2.55 1.56 -3.19 -10.24 -12.2
1995 1.96 4.32 2.21 2.7 4.46 3.89 4.4 0.49 3.43 -0.74 3.03 -10.06 20.9
1996 3.5 2.07 1.26 3.52 2.43 -1.07 -4.37 4.06 7.6 1.11 6.07 -1.63 26.7
1997 6.14 -2.39 -5.49 5.24 7.97 2.01 10.44 -2.18 4.53 -3.17 0.71 0.19 25.2
1998 0.21 7.86 4.01 2.34 -3.44 5.26 -1.99 -18.72 4.47 8.73 6.33 9.16 22.8
1999 7.25 -4.72 4.45 1.59 -0.62 7.37 -3.6 -0.78 -0.93 6.7 4.77 15.05 41
2000 -3 10.36 6.71 -4.65 -3.83 4.3 -2.37 8.09 -6.52 -1.75 -10.39 3.25 -2
2001 6.45 -10.39 -6.25 9.9 -0.72 -3.24 -1.65 -7.4 -11.75 4.96 7.24 1.53 -13.3
2002 -4.53 -3.31 5.14 -6.13 -1.62 -9.58 -7.96 1.09 -8.8 8.08 6.77 -7.77 -26.8
2003 -2.45 -1.81 0.79 8.5 5.63 0.49 2.78 3.02 -1.8 5.35 1.27 4.17 28.5
2004 1.76 0.19 -1.29 -2.37 1.65 1.85 -4.02 -1.15 1.13 1.95 2.87 3.15 5.6
2005 -2.84 0.98 -1.11 -1.97 3.82 -1.45 3.96 -1 0.37 -0.45 4.24 -0.31 4
2006 3.83 -0.89 1.41 0.39 -5.58 0.34 -2.96 3.71 2.4 2.1 2.74 -0.57 6.7
2007 2.56 -1.56 1.49 3.06 3.47 -0.42 -1.21 1.67 6.57 2.32 -4.94 -0.28 13
2008 -9.13 -2.27 -0.78 8.05 3.69 -7.99 -3.34 0.32 -15.02 -19.67 -12.8 2.44 -46.3
2009 -3.03 -6.7 8.92 10.77 6.51 0.63 6.9 1.32 4.52 -2.38 5.59 4.32 42.4
2010 -5.73 3.07 6.42 -1.19 -8.64 -5.78 5.58 -4.28 10.53 4.45 0.17 5.49 8.4
2011 1.1 3.75 -0.6 3.01 -1.24 -1.13 -1.32 -5.89 -8.3 11.37 -0.53 -1.3 -2.4
2012 5.31 5.39 2.49 -0.35 -6.64 1.67 1.07 3.38 1.64 -3.49 2.04 0.26 12.8
2013 4.04 1.12 3.18 0.53 1.61 -2.49 5.03 -1.97 4.29 3.99 2.91 3.21 28.2
2014 -2.98 6.14 -3.18 -1.03 4.18 2.99 0.06 4.15 -1.34 2.36 2.83 -0.28 14.3
2015 -1.63 6.42 -1.36 -0.77 1.41 -0.31 2.81 -7.12 -4.18 8.92 0.89 -1.8 2.3
2016 -7.1 -3.91 3.99 -1.15 3.2 -1.45 5.41 -0.59 0.81 -3.07 0.49 0.97 -3
2017 4.13 3.89 1.73 2.53 1.75 -0.11 1.61 1.28 0.69 2.34 2.29 0.9 25.5
2018 6.87 -3.69 -3.74 0.21 4.68 0.28 3.24 4.25 0.08 -9.2 0.73 -9.13 -6.7
2019 10.81 1.62 2.63 5.81 -6.71 6.79 1.49 -0.66 -0.71 2.67 4.45 -24.05 -0.7
2020 7.98 7.25 4.17 8.01 15.32 -10.78 -7.42 1.39 -9.12 -2.64 11.17 3.96 28.7
2021 -36.19 60.48 -35.37 63.3 -1.34 5.44 2.67 4.12 -6.31 8.55 -0.75 -35.53 -21.8
2022 -10.82 -2.29 3.31 -12.16 -2.61 -7.09 9.57 -4.23 -8.87 5.36 2.37 -8.87 -32.7
2023 4.93 -1.58 6.38 0.7 5.19 6.6 2.38 -0.67 -6.18 -1.5 10.99 3.9 34.4
2024 1.17 26.8