Invesco

  • Oppenheimer Capital Appreciation Fund

Oppenheimer Capital Appreciation Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
1981 -1.2 6.3 14.9 -7.1 -7.2 0.6 -4.3 11.1 4.2 15.2 8 0 0
1982 3.5 9.5 20 2.4 17.2 3.7 3.4 -5.1 10.5 1.6 -4 -3.4 72.9
1983 -4 4.6 -7.6 3.4 -5.2 -4.2 6.5 6.8 8.6 5.4 4.2 -33.3 -21.2
1984 2 -4.2 -1 -5 10.2 -3.9 4.2 -5 -1.3 -1.9 -5.9 -6.8 -18.1
1985 3 7.7 4.6 -4.1 0.4 2.7 2.2 3.7 -0.6 -0.4 1.1 6.8 29.9
1986 -6.4 -0.8 1.5 -5 2.7 -8.5 3.9 1.6 -2.5 10.5 9.9 3.1 8.3
1987 -18.2 -3.9 -34.3 -0.4 0.3 4.3 3.8 -3.2 -5.9 2.5 9.2 7.9 -38.6
1988 3.6 -2.5 0 4.9 -3 0.3 4.7 -0.8 2.5 4.1 6.7 8.2 31.6
1989 0.3 0.3 -3.2 -0.8 3.4 5.9 -4.6 4.6 4.9 1.8 -0.5 5.2 17.8
1990 5.6 10.4 -2.2 -7.8 -10.1 -2.7 -0.4 8.8 -2 3.7 3.6 -6.7 -2.1
1991 10 -4.5 1.2 -1.3 2.6 6.1 -4.8 3.3 -0.6 4.1 7.7 9.5 37.1
1992 -0.8 6.6 3.4 2.2 -2.9 4.7 -2.6 0.7 -1.6 -3.9 0.8 0.9 7
1993 0.6 -0.8 0.9 2 2.2 -1.8 0.5 4 -4.7 2.9 -4.6 1.7 2.3
1994 -11.2 -2 1.6 -2.5 6.4 2 -5 2.8 -0.4 -4 -2.2 3.7 -11.3
1995 -9.9 3.1 -0.7 3.5 0.6 4.5 4.1 4.5 2.8 2.3 4.4 2.1 22.2
1996 -1.6 6.2 1.2 7.7 4.1 -4.3 -1 2.5 3.6 1.3 2.1 3.6 27.8
1997 0.3 0.8 -3.1 4.6 -2.1 10.5 2.1 8 5.3 -5.4 -2.3 6.2 26.3
1998 9.3 6.4 8.8 4.6 -18.7 -1.9 5.3 -3.4 2.4 4.1 8 0.3 23.8
1999 15.1 4.8 6.8 -0.9 -0.7 -3.5 7.4 -0.6 1.7 4.5 -4.6 7.3 42.1
2000 3.3 -10.3 -1.7 -6.5 8.2 -2.3 4.4 -3.8 -4.6 6.8 10.4 -2.9 -1.3
2001 1.6 7.3 5 -11.7 -7.4 -1.6 -3.2 -0.7 10 -6.2 -10.3 6.5 -12.6
2002 -7.7 6.9 8.2 -8.8 1.2 -7.9 -9.5 -1.4 -6 5.2 -3.3 -4.5 -26.1
2003 4.2 1.3 5.4 -1.8 3.1 2.9 0.6 5.7 8.6 0.8 -1.8 -2.4 29.5
2004 3.2 2.9 2 1.2 -1.1 -3.9 1.9 1.7 -2.3 -1.2 0.3 1.8 6.5
2005 -0.2 4.3 -0.4 0.4 -0.9 4 -1.4 3.9 -2 -1.1 1.1 -2.8 4.7
2006 -0.5 2.8 2.2 2.5 3.8 -2.9 0.4 -5.5 0.5 1.5 -0.8 3.9 0
2007 -0.2 -4.9 2.4 6.6 1.8 -1.2 -0.3 3.5 3.1 1.6 -1.5 2.6 13.8
2008 2.5 -12.7 -19.6 -15 0.4 -3.3 -7.9 3.8 8.1 -0.7 -2.2 -9.1 -45.9
2009 4.4 5.7 -2.3 4.6 1.4 7 0.7 6.5 10.9 9 -6.6 -3 43.6
2010 5.6 0.2 4.5 10.6 -4.2 5.6 -5.7 -8.6 -1.1 6.5 3.1 -5.7 9.2
2011 -1.2 -0.5 11.4 -8.2 -5.8 -1.3 -1.1 -1.2 3.1 -0.6 3.8 1.2 -1.6
2012 0.3 2.1 -3.4 1.7 3.4 1.1 1.8 -6.6 -0.3 2.6 5.5 5.4 13.7
2013 3.3 3 4.1 4.4 -1.9 5.1 -2.4 1.7 0.6 3.3 1.2 4.1 29.2
2014 -0.2 2.9 2.4 -1.3 4.2 0.1 3.1 4.2 -1 -3.1 6.2 -2.9 15.1
2015 -1.7 1 9 -4.1 -7 2.9 -0.2 1.5 -0.7 -1.3 6.5 -1.6 3.1
2016 1 0.6 -3 0.9 -0.5 5.5 -1.4 3.3 -1.1 4 -3.8 -7.1 -2.3
2017 1 2.4 2.4 0.7 1.4 1.7 -0.1 1.8 2.6 1.8 4 4.2 26.5
2018 -9.1 0.8 -9.1 0.1 4.3 3.3 0.4 4.8 0.3 -3.7 -3.7 6.9 -6
2019 -16.4 4.5 2.7 -0.7 -0.6 1.6 6.9 -6.7 5.9 2.7 1.7 10.9 10.1
2020 4 11.3 -2.6 -7.4 8.1 7.3 4.2 8.1 15.4 -10.7 -7.4 1.5 32
2021 -22.5 -0.7 8.6 -6.3 4.2 2.7 5.5 -1.3 6.8 27 -18.2 -2.3 -5.4
2022 -8.1 2.4 5.4 -8.8 -4.2 9.7 -7 -2.6 -12.1 3.4 -2.2 -10.7 -31.7
2023 4 11.1 -1.5 -6.1 -0.6 2.5 6.7 5.2 0.8 6.5 -1.6 5 35.5
2024 0.6 1.8 8.7 4.4 0 0 0 0 0 0 0 0 16.2