Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OTCYX (Oppenheimer Capital Appreciation Cl Y) | 10.68% | 24.13% | 23.97% | 12.34% | 15.97% | 14.02% | 10.83% | … | … |
Data as of 06/04/2026, Common starting date is 12/12/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OTCYX (Oppenheimer Capital Appreciation Cl Y) | 12/12/1997 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.38 | 24.13 | 23.97 | 12.34 | 15.97 | 14.02 | 10.83 | … | … | 10.68 | 13.07 | 34.34 | 35.82 | -30.94 | 21.80 | 36.63 | 36.50 | -5.75 | 26.79 | -1.94 | 3.36 | 15.39 | 29.69 | 14.15 | -1.18 | 9.63 | 44.14 | -45.67 | 14.24 | 7.92 | 5.16 | 6.84 | 29.95 | -25.96 | -12.35 | -0.90 | 42.62 | 24.23 | -9.93 |
| Sharpe Ratio | NA | 1.26 | 1.00 | 0.44 | 0.66 | NA | NA | … | … | 1.09 | 0.40 | 1.60 | 2.00 | -1.13 | 1.10 | 1.06 | 2.41 | -0.36 | 3.33 | -0.13 | 0.20 | 1.04 | 2.42 | 1.02 | -0.05 | 0.52 | 1.70 | -1.07 | 0.66 | 0.37 | 0.29 | 0.50 | 1.68 | -1.04 | -0.66 | -0.19 | 1.98 | 0.88 | -1.50 |
| Standard Deviation(%) | NA | 18.51 | 21.09 | 22.17 | 21.53 | NA | NA | … | … | 20.83 | 25.58 | 19.18 | 16.21 | 28.72 | 19.85 | 34.25 | 14.53 | 19.74 | 7.88 | 16.21 | 16.91 | 14.74 | 12.25 | 13.96 | 24.33 | 18.51 | 25.84 | 43.28 | 16.97 | 12.26 | 10.17 | 11.68 | 17.40 | 26.03 | 22.93 | 27.58 | 19.82 | 23.68 | 61.86 |
| Draw Down(%) | NA | 16.81 | 26.42 | 35.66 | 35.66 | NA | NA | … | … | 13.59 | 26.42 | 13.70 | 11.24 | 32.68 | 10.56 | 31.02 | 8.28 | 22.36 | 2.72 | 15.44 | 14.76 | 8.77 | 6.92 | 10.13 | 19.44 | 17.28 | 18.72 | 55.04 | 10.43 | 11.71 | 6.08 | 9.99 | 13.48 | 35.48 | 32.51 | 20.39 | 12.27 | 31.21 | 13.95 |
| Yield(%) | 0.00 | 9.37 | 5.92 | 7.23 | 10.88 | 11.50 | 9.36 | … | … | 0.00 | 9.41 | 3.33 | 0.00 | 0.52 | 24.41 | 3.75 | 23.69 | 7.29 | 10.23 | 4.03 | 11.84 | 15.36 | 5.22 | 1.11 | 0.59 | 0.00 | 0.00 | 0.00 | 2.29 | 0.00 | 1.06 | 0.00 | 0.00 | 0.00 | 2.15 | 9.89 | 8.04 | 7.86 | 0.55 |
Data as of 06/04/2026, Common starting date is 12/12/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OTCYX (Oppenheimer Capital Appreciation Cl Y) |
-18.41%
Mar 2000 – Mar 2003 |
-7.76%
Feb 2004 – Feb 2009 |
-3.53%
Aug 2000 – Aug 2010 |
2.45%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OTCYX (Oppenheimer Capital Appreciation Cl Y) |
31.46%
Dec 2018 – Dec 2021 |
22.83%
Oct 2016 – Oct 2021 |
16.98%
Sep 2011 – Sep 2021 |
15.44%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart