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    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
1997 -11.6 -1.7 0 0 0 0 0 0 0 0 0 0 0
1998 9.3 6.4 8.8 4.6 -18.7 -1.9 5.3 -3.3 2.4 4.1 8 0.3 24.2
1999 15.2 4.9 6.8 -0.9 -0.7 -3.5 7.4 -0.5 1.7 4.6 -4.6 7.3 42.6
2000 3.4 -10.3 -1.7 -6.4 8.2 -2.3 4.4 -3.7 -4.6 6.9 10.5 -2.9 0
2001 1.6 7.4 5 -11.7 -7.3 -1.5 -3.2 -0.6 10 -6.1 -10.3 6.6 -12.3
2002 -7.7 6.9 8.2 -8.7 1.2 -7.9 -9.5 -1.5 -6 5.2 -3.2 -4.4 0
2003 4.3 1.4 5.5 -1.8 3.1 2.9 0.6 5.8 8.6 0.9 -1.7 -2.4 30
2004 3.3 3 2 1.3 -1.1 -3.9 1.9 1.8 -2.3 -1.2 0.3 1.9 6.8
2005 -0.2 4.4 -0.4 0.5 -0.9 4.1 -1.4 3.9 -1.9 -1 1.1 -2.8 5.2
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 7.9
2007 -0.2 -4.8 2.4 6.7 1.8 -1.1 -0.3 3.6 3.1 1.6 -1.5 2.7 14.2
2008 2.5 -12.7 -19.6 -14.9 0.4 -3.3 -7.9 3.8 8.2 -0.7 -2.2 -9.1 -45.7
2009 4.4 5.7 -2.3 4.6 1.4 7 0.7 6.6 10.9 9.1 -6.6 -3 44.1
2010 5.6 0.3 4.6 10.6 -4.2 5.7 -5.7 -8.6 -1.2 6.5 3.2 -5.7 9.6
2011 -1.2 -0.4 11.5 -8.2 -5.8 -1.2 -1 -1.2 3.1 -0.5 3.9 1.2 -1.2
2012 0.4 2.1 -3.4 1.7 3.5 1.2 1.8 -6.6 -0.3 2.6 5.5 5.4 14.1
2013 3.3 3 4.1 4.4 -1.9 5.1 -2.4 1.7 0.6 3.3 1.2 4.2 29.7
2014 -0.2 2.9 2.5 -1.3 4.3 0.2 3.1 4.3 -1 -3.1 6.2 -2.9 15.4
2015 -1.7 1 9 -4.1 -7 2.9 -0.2 1.5 -0.7 -1.3 6.5 -1.5 3.4
2016 1.1 0.6 -3 0.9 -0.5 5.5 -1.4 3.3 -1.1 4.1 -3.8 -7 -2.1
2017 1 2.4 2.4 0.8 1.4 1.7 -0 1.8 2.6 1.8 4 4.2 26.8
2018 -9 0.8 -9.1 0.2 4.3 3.4 0.4 4.8 0.3 -3.7 -3.6 7 -5.7
2019 -14.8 4.5 2.8 -0.7 -0.6 1.6 6.9 -6.6 5.9 2.7 1.7 10.9 12.5
2020 4 11.3 -2.6 -7.1 8.1 7.4 4.2 8.1 15.4 -10.7 -7.4 1.5 32.7
2021 -20.1 -0.7 8.6 -6.2 4.2 2.7 5.5 -1.3 32.9 -1 5 -21.5 -2.1
2022 -8 2.4 5.5 -8.8 -4.1 9.7 -7 -2.5 -12.1 3.4 -2.2 -10.7 -31.4
2023 4 11.1 -1.4 -6.1 -0.6 2.5 6.7 5.3 0.8 6.5 -1.5 5 35.8
2024 0.6 1.8 8.7 4.4 0 0 0 0 0 0 0 0 16.3