Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OTCNX (Oppenheimer Cap Apprec Fd N) | 3.04% | 15.55% | 20.18% | 9.98% | 14.78% | 13.00% | 10.01% | … | … |
Data as of 06/10/2026, Common starting date is 04/24/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OTCNX (Oppenheimer Cap Apprec Fd N) | 04/24/2001 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.70 | 15.55 | 20.18 | 9.98 | 14.78 | 13.00 | 10.01 | … | … | 3.04 | 1.14 | 29.49 | 35.14 | -31.93 | -8.33 | 31.22 | 35.83 | -6.19 | 26.17 | -2.41 | 2.83 | 14.84 | 28.90 | 13.41 | -1.84 | 8.82 | 43.40 | -46.07 | 13.40 | 7.14 | 4.39 | 6.06 | 29.11 | -26.41 | -9.62 |
| Sharpe Ratio | NA | 0.83 | 0.86 | 0.37 | 0.61 | NA | NA | … | … | 0.50 | -0.06 | 1.19 | 1.92 | -1.16 | -0.23 | 0.90 | 2.37 | -0.38 | 3.25 | -0.16 | 0.17 | 1.01 | 2.36 | 0.96 | -0.08 | 0.47 | 1.68 | -1.08 | 0.62 | 0.32 | 0.22 | 0.44 | 1.63 | -1.06 | -0.79 |
| Standard Deviation(%) | NA | 19.10 | 21.25 | 22.28 | 21.60 | NA | NA | … | … | 21.64 | 27.73 | 19.27 | 16.22 | 28.80 | 36.95 | 34.34 | 14.55 | 19.74 | 7.90 | 16.33 | 16.94 | 14.73 | 12.23 | 13.98 | 24.32 | 18.51 | 25.85 | 43.27 | 16.96 | 12.28 | 10.16 | 11.72 | 17.39 | 26.01 | 20.17 |
| Draw Down(%) | NA | 16.92 | 26.50 | 36.13 | 36.13 | NA | NA | … | … | 13.66 | 26.50 | 13.72 | 11.38 | 32.94 | 31.05 | 31.03 | 8.33 | 22.44 | 2.75 | 15.50 | 14.85 | 8.82 | 6.98 | 10.24 | 19.57 | 17.40 | 18.84 | 55.34 | 10.54 | 11.90 | 6.15 | 10.36 | 13.54 | 35.76 | 30.82 |
| Yield(%) | 0.00 | 12.65 | 7.76 | 8.80 | 12.36 | 12.37 | 9.92 | … | … | 0.00 | 12.66 | 4.43 | 0.00 | 0.68 | 29.97 | 4.55 | 27.58 | 8.32 | 11.25 | 4.23 | 13.03 | 16.61 | 5.29 | 0.40 | 0.00 | 0.00 | 0.00 | 0.00 | 2.39 | 0.00 | 0.39 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 04/24/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OTCNX (Oppenheimer Cap Apprec Fd N) |
-16.79%
Feb 2006 – Feb 2009 |
-8.42%
Feb 2004 – Feb 2009 |
-0.05%
May 2001 – May 2011 |
2.76%
May 2001 – May 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OTCNX (Oppenheimer Cap Apprec Fd N) |
30.73%
Dec 2018 – Dec 2021 |
22.24%
Oct 2016 – Oct 2021 |
16.38%
Sep 2011 – Sep 2021 |
14.81%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart