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 | 38 |