Oppenheimer Capital Appreciation Fund Class R (OTCNX)
Performance & Return
Period | Investment | Benchmark | Alpha |
1 Day | 0.00% | 0.00% | 0.00% |
3 Months | 5.02% | 3.36% | 1.66% |
Year-to-Date | 10.86% | 7.90% | 2.96% |
1 Year | 38.66% | 0.00% | 38.66% |
Risk, Fees & Styles
(as of 9/30/2020)RISK PROFILE Help
Fund's Risk
33%
(very high)
POTENTIAL GAIN & LOSS Help
The fund's risk of 33% means its value in a year is likely to fluctuate within the following ranges:
FEES Help
- 1.37%
Typical fees paid for an investment of $10,000 over 10 years:
Total fees paid
$1,692
Real cost (fees + lost compounding)
$2,099
FUND STYLE ANALYSIS Help
Style weight explainability
(of prior year return)
98%
Return in excess of styles
(over past year)
1.13%