Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OPTFX (Oppenheimer Capital Appreciation A) | 6.71% | 19.78% | 21.86% | 10.95% | 15.43% | 13.58% | 10.50% | … | … |
Data as of 06/11/2026, Common starting date is 01/20/1982
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OPTFX (Oppenheimer Capital Appreciation A) | 01/20/1982 | 06/11/2026 |
| 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 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.49 | 19.78 | 21.86 | 10.95 | 15.43 | 13.58 | 10.50 | … | … | 6.71 | 12.84 | 34.05 | 35.51 | -31.10 | 21.42 | 36.33 | 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 | 0.84 | 0.87 | 0.38 | 0.63 | NA | NA | … | … | 0.51 | 0.39 | 1.59 | 1.98 | -1.14 | 1.08 | 1.05 | 2.39 | -0.37 | 3.29 | -0.15 | 0.18 | 1.03 | 2.39 | 0.99 | -0.07 | 0.50 | 1.68 | -1.08 | 0.63 | 0.33 | 0.24 | 0.47 | 1.65 | -1.05 | -0.67 | -0.20 | 1.95 | 0.86 | 1.36 | 1.92 | 1.38 | -0.86 | 0.01 | 0.34 | 2.18 | -0.43 | 1.00 | 2.16 | -1.02 | 0.32 | 3.06 | -1.78 | -0.58 | 3.78 |
| Standard Deviation(%) | NA | 19.09 | 21.25 | 22.27 | 21.59 | NA | NA | … | … | 21.64 | 25.59 | 19.17 | 16.20 | 28.75 | 19.88 | 34.25 | 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 | 16.85 | 26.46 | 35.89 | 35.89 | NA | NA | … | … | 13.61 | 26.46 | 13.71 | 11.29 | 32.81 | 10.56 | 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 | 11.02 | 6.82 | 7.99 | 11.74 | 12.10 | 9.83 | … | … | 0.00 | 11.04 | 3.89 | 0.00 | 0.60 | 27.35 | 4.17 | 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 |
Data as of 06/11/2026, Common starting date is 01/20/1982
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 |
15.12%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart