Oppenheimer Capital Appreciation Fund Class Y (OTCYX)
Performance & Return
Period | Investment | Benchmark | Alpha |
1 Day | 0.00% | 0.00% | 0.00% |
3 Months | 1.89% | 4.33% | -2.44% |
Year-to-Date | 11.04% | 10.97% | 0.07% |
1 Year | 37.66% | 0.00% | 37.66% |
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
- 0.71%
Typical fees paid for an investment of $10,000 over 10 years:
Total fees paid
$906
Real cost (fees + lost compounding)
$1,120
FUND STYLE ANALYSIS Help
Style weight explainability
(of prior year return)
98%
Return in excess of styles
(over past year)
1.63%