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Monday, December 7, 2009, 5:14PM ET - U.S. Markets Closed. Dow  0.01% Nasdaq  0.22%

Oppenheimer Capital Appreciation N (OTCNX)

On Dec 4: 37.80   0.17 (0.45%)

MORE ON OTCNX

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Performance  As of 31-Oct-09 Get Performance for:
PERFORMANCE OVERVIEW   Morningstar Return Rating: Below average Year to Date Return: 29.92% 5-Year Average Return: -1.16% Number of Years Up: 4 Number of Years Down: 1 Best 1-Yr Total Return (2007): 13.40% Worst 1-Yr Total Return (2008): -46.07% Best 3-Yr Total Return (2005-7): 8.22% Worst 3-Yr Total Return (2006-8): -13.14% LOAD ADJUSTED RETURNS   1-Year: -5.42% 3-Year: -5.31% 5-Year: -0.31% 10-Year: 0.11%
TRAILING RETURNS (%) VS. BENCHMARKS   Return OTCNX Category Diff Index* Diff Year To Date 29.92 24.15 5.77 17.05 12.87 1-Month -2.29 -2.25 -0.04 -1.86 -0.43 3-Month 3.54 4.52 -0.98 5.48 -1.94 1-Year 16.17 15.35 0.82 9.80 6.37 3-Year -6.70 -4.95 -1.75 -7.02 0.32 5-Year -1.16 0.99 -2.15 0.33 -1.49 Last Bull Market ( 28-Feb-09 to 30-Sep-09) 46.83 42.81 4.02 45.76 1.07 Last Bear Market ( 31-Aug-08 to 31-Aug-09) -22.33 -17.14 -5.19 -18.25 -4.08 * Index means [ S&P 500 TR ] ANNUAL TOTAL RETURN (%) HISTORY   Year OTCNX Category Diff 2009 N/A N/A N/A 2008 -46.07 -40.67 -5.40 2007 13.40 13.35 0.05 2006 7.14 7.05 0.09 2005 4.30 6.71 -2.41 2004 6.06 7.81 -1.75 2003 29.11 28.66 0.45 2002 -26.41 -27.64 1.23 2001 N/A -22.30 N/A 2000 N/A -13.05 N/A 1999 N/A 38.87 N/A PAST QUARTERLY RETURNS (%) FOR OTCNX   Q1 Q2 Q3 Q4 2009 -1.32 18.88 13.35 N/A 2008 -11.81 3.19 -17.51 -28.15 2007 2.57 6.29 7.15 -2.92 2006 4.48 -4.78 3.15 4.41 2005 -2.89 0.30 3.40 3.56 2004 0.73 1.19 -3.93 8.31 2003 -3.32 15.32 4.07 11.29 2002 -2.87 -16.38 -15.03 6.62 2001 N/A 6.22 -19.93 14.35 2000 N/A N/A N/A N/A 1999 N/A N/A N/A N/A RANK IN CATEGORY (BY TOTAL RETURN)   Period Rank Funds in Category % Rank Year To Date 360 1802 19.98 1-Month 774 1890 40.95 3-Month 979 1884 51.96 6-Month 730 1827 39.96 1-Year 403 1797 22.43 3-Year 951 1518 62.65 5-Year 877 1251 70.10
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