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
2001 -0.9 7.3 5 -11.7 -7.4 -1.6 -3.2 -0.7 9.9 -6.5 0 0 0
2002 -7.7 6.8 8.1 -8.7 1.1 -7.9 -9.6 -1.6 -6.1 5.2 -3.3 -4.5 0
2003 4.2 1.3 5.4 -1.8 3.1 2.8 0.5 5.7 8.5 0.8 -1.8 -2.4 29.1
2004 3.2 2.9 2 1.2 -1.1 -4 1.9 1.7 -2.3 -1.3 0.2 1.8 6.1
2005 -0.3 4.3 -0.4 0.4 -1 4 -1.4 3.8 -1.9 -1.1 1 -2.8 4.4
2006 -0.6 2.8 2.2 2.4 3.8 -2.9 0.4 -5.5 0.4 1.4 -0.9 3.9 7.1
2007 -0.2 -4.9 2.4 6.6 1.7 -1.2 -0.4 3.5 3.1 1.5 -1.5 2.6 13.4
2008 2.5 -12.7 -19.7 -15 0.4 -3.3 -8 3.7 8.1 -0.8 -2.3 -9.1 -46.1
2009 4.5 5.7 -2.3 4.6 1.4 7 0.7 6.6 10.8 9 -6.7 -3 43.4
2010 5.5 0.2 4.5 10.6 -4.2 5.6 -5.7 -8.6 -1.2 6.4 3.1 -5.7 8.8
2011 -1.3 -0.5 11.4 -8.2 -5.9 -1.3 -1.1 -1.2 3.1 -0.6 3.8 1.2 -1.8
2012 0.3 2.1 -3.4 1.7 3.4 1.1 1.7 -6.6 -0.3 2.6 5.4 5.4 13.4
2013 3.3 2.9 4 4.4 -1.9 5.1 -2.5 1.7 0.6 3.3 1.1 4.1 28.9
2014 -0.2 2.9 2.4 -1.3 4.2 0.1 3 4.2 -1 -3.1 6.2 -2.9 14.8
2015 -1.7 0.9 9 -4.2 -7.1 2.9 -0.3 1.5 -0.7 -1.3 6.4 -1.6 0
2016 1 0.6 -3 0.9 -0.6 5.5 -1.4 3.3 -1.1 4 -3.9 -7.1 -2.6
2017 0.9 2.3 2.4 0.7 1.4 1.7 -0.1 1.8 2.6 1.8 3.9 4.2 26.2
2018 -9.1 0.8 -9.2 0.1 4.3 3.3 0.3 4.7 0.3 -3.7 -3.7 6.9 -6.2
2019 -17.9 4.5 2.7 -0.7 -0.6 1.5 6.8 -6.7 5.9 2.7 1.7 10.9 7.9
2020 4 11.2 -2.6 -7.7 8 7.3 4.2 8 15.4 -10.7 -7.4 1.5 31.2
2021 -24.8 -0.7 8.6 -6.3 4.2 2.7 5.5 -1.3 40.9 -1.1 4.9 -26 -8.3
2022 -8.2 2.4 5.4 -8.8 -4.2 9.7 -7.1 -2.6 -12.1 3.3 -2.3 -10.8 -31.9
2023 4 11.1 -1.5 -6.1 -0.6 2.4 6.7 5.2 0.8 6.4 -1.6 5 35.1
2024 -2.5 1.8 8.6 4.4 0 0 0 0 0 0 0 0 11.9