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
1993 0.6 0 0 0 0 0 0 0 0 0 0 0 0
1994 -10.2 -3.2 1.6 -2.6 6.4 1.9 -5.1 2.7 -0.5 -4 -2.3 3.5 -12.2
1995 -10.1 3 -0.7 3.4 0.5 4.4 3.9 4.5 2.7 2.2 4.3 2 20.9
1996 -1.6 6.1 1.1 7.6 4.1 -4.4 -1.1 2.4 3.5 1.3 2.1 3.5 26.7
1997 0.2 0.7 -3.2 4.5 -2.2 10.4 2 8 5.2 -5.5 -2.4 6.1 25.2
1998 9.2 6.3 8.7 4.5 -18.7 -2 5.3 -3.4 2.3 4 7.9 0.2 22.8
1999 15.1 4.8 6.7 -0.9 -0.8 -3.6 7.4 -0.6 1.6 4.5 -4.7 7.3 41
2000 3.3 -10.4 -1.8 -6.5 8.1 -2.4 4.3 -3.8 -4.7 6.7 10.4 -3 -2
2001 1.5 7.2 5 -11.8 -7.4 -1.7 -3.2 -0.7 9.9 -6.3 -10.4 6.5 -13.3
2002 -7.8 6.8 8.1 -8.8 1.1 -8 -9.6 -1.6 -6.1 5.1 -3.3 -4.5 -26.8
2003 4.2 1.3 5.4 -1.8 3 2.8 0.5 5.6 8.5 0.8 -1.8 -2.5 28.5
2004 3.2 2.9 2 1.1 -1.2 -4 1.9 1.7 -2.4 -1.3 0.2 1.8 0
2005 -0.3 4.2 -0.5 0.4 -1 4 -1.5 3.8 -2 -1.1 1 -2.8 4
2006 -0.6 2.7 2.1 2.4 3.7 -3 0.3 -5.6 0.4 1.4 -0.9 3.8 6.7
2007 -0.3 -4.9 2.3 6.6 1.7 -1.2 -0.4 3.5 3.1 1.5 -1.6 2.6 13
2008 2.4 -12.8 -19.7 -15 0.3 -3.3 -8 3.7 8.1 -0.8 -2.3 -9.1 -46.3
2009 4.3 5.6 -2.4 4.5 1.3 6.9 0.6 6.5 10.8 8.9 -6.7 -3 42.4
2010 5.5 0.2 4.5 10.5 -4.3 5.6 -5.8 -8.6 -1.2 6.4 3.1 -5.7 8.4
2011 -1.3 -0.5 11.4 -8.3 -5.9 -1.3 -1.1 -1.2 3 -0.6 3.8 1.1 -2.4
2012 0.3 2 -3.5 1.6 3.4 1.1 1.7 -6.6 -0.4 2.5 5.4 5.3 12.8
2013 3.2 2.9 4 4.3 -2 5 -2.5 1.6 0.5 3.2 1.1 4 28.2
2014 -0.3 2.8 2.4 -1.3 4.2 0.1 3 4.2 -1 -3.2 6.1 -3 14.3
2015 -1.8 0.9 8.9 -4.2 -7.1 2.8 -0.3 1.4 -0.8 -1.4 6.4 -1.6 2.3
2016 1 0.5 -3.1 0.8 -0.6 5.4 -1.5 3.2 -1.2 4 -3.9 -7.1 -3
2017 0.9 2.3 2.3 0.7 1.3 1.6 -0.1 1.8 2.5 1.7 3.9 4.1 25.5
2018 -9.1 0.7 -9.2 0.1 4.3 3.2 0.3 4.7 0.2 -3.7 -3.7 6.9 -6.7
2019 -24.1 4.5 2.7 -0.7 -0.7 1.5 6.8 -6.7 5.8 2.6 1.6 10.8 -0.7
2020 4 11.2 -2.6 -9.1 8 7.3 4.2 8 15.3 -10.8 -7.4 1.4 28.7
2021 -35.5 -0.8 8.6 -6.3 4.1 2.7 5.4 -1.3 63.3 -35.4 60.5 -36.2 -21.8
2022 -8.9 2.4 5.4 -8.9 -4.2 9.6 -7.1 -2.6 -12.2 3.3 -2.3 -10.8 -32.7
2023 3.9 11 -1.5 -6.2 -0.7 2.4 6.6 5.2 0.7 6.4 -1.6 4.9 34.4
2024 0 0 9.8 1.2 0 0 0 0 0 0 0 0 11.1