Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/28/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| OPTFX (Oppenheimer Capital Appreciation A) | -11.17% | 3.26% | 9.03% | 7.40% | 7.70% | 9.42% | 7.44% | 7.74% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OPTFX (Oppenheimer Capital Appreciation A) | 01/20/1982 | 04/28/2025 |
The return data shown below all have the same latest date: 04/28/2025.
AR inception is since 01/20/1982.
AR inception is since 01/20/1982.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 9.90 | 3.26 | 9.03 | 7.40 | 7.70 | 9.42 | 7.44 | 7.74 | -11.17 | 30.37 | 35.51 | -31.69 | -5.35 | 31.97 | 36.22 | -5.96 | 26.50 | -2.16 | 3.10 | 15.13 | 29.24 | 13.70 | -1.57 | 9.24 | 43.58 | -45.89 | 13.80 | 7.50 | 4.69 | 6.46 | 29.46 | -26.10 | -12.64 | -1.28 | 42.10 | 23.82 | 26.30 | 27.83 | 22.23 | -11.32 | 2.33 | 6.97 | 37.10 | -2.12 | 17.83 | 31.65 | -38.57 | 8.30 | 29.85 | -18.10 | -21.18 | 81.51 |
| Sharpe Ratio | NA | -0.05 | 0.20 | 0.18 | 0.25 | NA | NA | 0.24 | -0.90 | 1.24 | 1.95 | -1.15 | -0.16 | 0.92 | 2.40 | -0.37 | 3.30 | -0.15 | 0.18 | 1.03 | 2.39 | 0.99 | -0.07 | 0.50 | 1.68 | -1.08 | 0.64 | 0.35 | 0.25 | 0.47 | 1.65 | -1.04 | -0.66 | -0.19 | 1.96 | 0.87 | 1.37 | 1.93 | 1.39 | -0.85 | 0.02 | 0.35 | 2.19 | -0.42 | 1.02 | 2.18 | -1.02 | 0.33 | 3.09 | -1.76 | -0.58 | 3.79 |
| Standard Deviation(%) | NA | 26.80 | 23.35 | 26.25 | 23.32 | NA | NA | 21.64 | 38.20 | 19.22 | 16.20 | 28.78 | 34.50 | 34.32 | 14.53 | 19.74 | 7.89 | 16.24 | 16.93 | 14.72 | 12.24 | 13.97 | 24.31 | 18.48 | 25.85 | 43.27 | 16.95 | 12.27 | 10.15 | 11.69 | 17.40 | 26.05 | 22.93 | 27.57 | 19.82 | 23.68 | 16.56 | 12.49 | 13.23 | 16.74 | 12.02 | 13.00 | 15.12 | 17.48 | 11.87 | 12.30 | 41.77 | 12.40 | 7.97 | 14.04 | 46.89 | 20.99 |
| Draw Down(%) | NA | 26.66 | 26.66 | 50.45 | 50.45 | NA | NA | 57.95 | 26.46 | 13.71 | 11.29 | 32.81 | 29.00 | 31.02 | 8.32 | 22.40 | 2.73 | 15.47 | 14.82 | 8.80 | 6.96 | 10.19 | 19.51 | 17.28 | 18.81 | 55.21 | 10.48 | 11.82 | 6.13 | 10.18 | 13.54 | 35.54 | 32.69 | 20.62 | 12.34 | 31.27 | 9.89 | 9.20 | 11.76 | 15.74 | 9.90 | 12.79 | 6.93 | 26.64 | 8.17 | 6.46 | 50.61 | 16.95 | 5.97 | 25.18 | 36.54 | 11.40 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 5.30 | 7.34 | 6.00 | 12.23 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 25.81 | 7.85 | 10.71 | 4.11 | 12.54 | 16.11 | 5.19 | 0.69 | 0.17 | 0.10 | 0.00 | 0.00 | 2.36 | 0.00 | 0.61 | 0.00 | 0.00 | 0.19 | 2.17 | 9.92 | 8.04 | 7.54 | 15.23 | 13.50 | 1.05 | 0.79 | 0.48 | 0.70 | 1.03 | 2.15 | 3.87 | 2.00 | 1.47 | 1.97 | 2.10 | 3.00 | 0.63 | 1.11 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OPTFX (Oppenheimer Capital Appreciation A) |
-18.65%
Mar 2000 - Mar 2003 |
-11.02%
Dec 1982 - Dec 1987 |
-3.87%
Aug 2000 - Aug 2010 |
2.09%
Aug 2000 - Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OPTFX (Oppenheimer Capital Appreciation A) |
37.38%
Mar 1997 - Mar 2000 |
29.53%
Mar 1995 - Mar 2000 |
19.10%
Oct 1990 - Oct 2000 |
13.23%
Mar 1985 - Mar 2000 |
Annualized Rolling Returns Comparison Chart