OPTFX: Oppenheimer Capital Appreciation A (MUTUAL FUND)
Basic Info 82.35 0.11(0.13%) May 20
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (35%) |
| Start Date: | 01/20/1982 |
| Last Dividend Date: | 12/20/2019 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.63% |
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Performance Analytics (As of 05/16/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/20/1982 |
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(%) | 0.8 | -1.8 | 9.7 | 16.6 | 8.4 | 8.7 | 11.1 | 7.7 | 7.9 | 30.4 | 35.5 | -31.7 | -5.4 | 32.0 | 36.2 | -6.0 | 26.5 | -2.2 | 3.1 | 15.1 | 29.2 | 13.7 | -1.6 | 9.2 | 43.6 | -45.9 | 13.8 | 7.5 | 4.7 | 6.5 | 29.5 | -26.1 | -12.6 | -1.3 | 42.1 | 23.8 | 26.3 | 27.8 | 22.2 | -11.3 | 2.3 | 7.0 | 37.1 | -2.1 | 17.8 | 31.6 | -38.6 | 8.3 | 29.9 | -18.1 | -21.2 | 81.5 |
| Sharpe Ratio | NA | -0.2 | 0.14 | 0.54 | 0.22 | 0.3 | NA | NA | 0.25 | 1.24 | 1.95 | -1.15 | -0.16 | 0.92 | 2.4 | -0.37 | 3.3 | -0.15 | 0.18 | 1.03 | 2.39 | 0.99 | -0.07 | 0.5 | 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 |
| Draw Down(%) | NA | 26.5 | 26.7 | 26.7 | 50.4 | 50.4 | NA | NA | 58.0 | 13.7 | 11.3 | 32.8 | 29.0 | 31.0 | 8.3 | 22.4 | 2.7 | 15.5 | 14.8 | 8.8 | 7.0 | 10.2 | 19.5 | 17.3 | 18.8 | 55.2 | 10.5 | 11.8 | 6.1 | 10.2 | 13.5 | 35.5 | 32.7 | 20.6 | 12.3 | 31.3 | 9.9 | 9.2 | 11.8 | 15.7 | 9.9 | 12.8 | 6.9 | 26.6 | 8.2 | 6.5 | 50.6 | 16.9 | 6.0 | 25.2 | 36.5 | 11.4 |
| Standard Deviation(%) | NA | 35.9 | 26.9 | 22.7 | 26.2 | 23.4 | NA | NA | 21.6 | 19.2 | 16.2 | 28.8 | 34.5 | 34.3 | 14.5 | 19.7 | 7.9 | 16.2 | 16.9 | 14.7 | 12.2 | 14.0 | 24.3 | 18.5 | 25.9 | 43.3 | 17.0 | 12.3 | 10.1 | 11.7 | 17.4 | 26.0 | 22.9 | 27.6 | 19.8 | 23.7 | 16.6 | 12.5 | 13.2 | 16.7 | 12.0 | 13.0 | 15.1 | 17.5 | 11.9 | 12.3 | 41.8 | 12.4 | 8.0 | 14.0 | 46.9 | 21.0 |
| Treynor Ratio | NA | -0.07 | 0.04 | 0.14 | 0.07 | 0.08 | NA | NA | 0.07 | 0.27 | 0.38 | -0.44 | -0.07 | 0.34 | 0.52 | -0.08 | 0.3 | -0.02 | 0.03 | 0.15 | 0.29 | 0.15 | -0.02 | 0.1 | 0.42 | -0.41 | 0.11 | 0.05 | 0.03 | 0.07 | 0.33 | -0.34 | -0.25 | -0.08 | 0.47 | 0.25 | 0.31 | 0.37 | 0.33 | -0.17 | 0.0 | 0.05 | 0.39 | -0.08 | 0.18 | 0.39 | -1.09 | 0.15 | 5.17 | -16.5 | -15.6 | -37.45 |
| Alpha | NA | -0.04 | -0.01 | 0.0 | 0.0 | -0.01 | NA | NA | 0.01 | 0.02 | -0.01 | -0.01 | -0.01 | -0.05 | 0.02 | -0.03 | 0.0 | 0.0 | -0.02 | 0.0 | -0.02 | -0.01 | 0.0 | -0.01 | 0.02 | -0.02 | 0.01 | 0.02 | -0.02 | 0.0 | 0.02 | 0.02 | 0.03 | 0.05 | 0.09 | 0.0 | 0.03 | 0.05 | 0.01 | -0.05 | 0.02 | 0.02 | 0.0 | -0.02 | -0.02 | 0.08 | -0.12 | 0.03 | 0.08 | -0.1 | -0.08 | 0.23 |
| Beta | NA | 0.99 | 0.94 | 0.85 | 0.82 | 0.86 | NA | NA | 0.75 | 0.9 | 0.83 | 0.75 | 0.79 | 0.93 | 0.67 | 0.93 | 0.87 | 0.98 | 1.03 | 1.04 | 0.99 | 0.92 | 0.91 | 0.95 | 1.04 | 1.14 | 1.02 | 0.92 | 0.81 | 0.77 | 0.88 | 0.8 | 0.62 | 0.71 | 0.83 | 0.83 | 0.74 | 0.65 | 0.56 | 0.85 | 1.0 | 0.99 | 0.85 | 0.87 | 0.68 | 0.68 | 0.39 | 0.27 | 0.05 | 0.01 | 0.02 | -0.02 |
| RSquared | NA | 0.98 | 0.94 | 0.93 | 0.74 | 0.8 | NA | NA | 0.6 | 0.91 | 0.93 | 0.93 | 0.35 | 0.95 | 0.7 | 0.96 | 0.89 | 0.79 | 0.96 | 0.93 | 0.95 | 0.93 | 0.98 | 0.98 | 0.97 | 0.97 | 0.97 | 0.95 | 0.89 | 0.91 | 0.95 | 0.94 | 0.89 | 0.8 | 0.79 | 0.71 | 0.81 | 0.55 | 0.2 | 0.31 | 0.68 | 0.71 | 0.78 | 0.9 | 0.58 | 0.76 | 0.15 | 0.22 | 0.01 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 5.3 | 8.3 | 5.7 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 25.8 | 7.9 | 10.7 | 4.1 | 12.5 | 16.1 | 5.2 | 0.7 | 0.2 | 0.1 | 0.0 | 0.0 | 2.4 | 0.0 | 0.6 | 0.0 | 0.0 | 0.2 | 2.2 | 9.9 | 8.0 | 7.5 | 15.2 | 13.5 | 1.1 | 0.8 | 0.5 | 0.7 | 1.0 | 2.2 | 3.9 | 2.0 | 1.5 | 2.0 | 2.1 | 3.0 | 0.6 | 1.1 |
| Dividend Growth(%) | N/A | N/A | N/A | -100.0 | -100.0 | 136.0 | 103.6 | 98.7 | N/A | N/A | N/A | N/A | N/A | -100.0 | 182.3 | -14.9 | 151.5 | -70.8 | -22.3 | 271.1 | 753.0 | 308.1 | 89.7 | N/A | N/A | -100.0 | N/A | -100.0 | N/A | N/A | -100.0 | -92.3 | -81.1 | 62.9 | 22.9 | -44.5 | 26.9 | 1464.3 | 18.4 | 67.5 | -28.6 | -5.6 | -55.5 | -35.5 | 143.1 | -16.4 | -19.7 | 20.6 | -44.7 | 280.0 | 0.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/20/1982
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