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Oppenheimer Capital Income I (OCIIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.13+0.05 (+0.62%)
At close: 08:00PM EDT

Performance overview

Morningstar return rating★
Year-to-date return3.66%
5-year average return3.94%
Number of years up4
Number of years down2
Best 1-yr total return (3 Feb 2019)11.14%
Worst 1-yr total return (3 Feb 2019)-3.76%
Best 3-yr total return11.14%
Worst 3-yr total return3.65%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnOCIIXCategory
YTD-20.16%5.91%
1-month-14.94%0.61%
3-month-20.16%4.02%
1-year-16.42%18.59%
3-year-3.55%8.56%
5-year-0.69%7.44%
10-year3.51%6.20%
Last bull market8.44%11.89%
Last bear market-4.88%-8.23%

Annual total return (%) history

Year
OCIIXCategory
2020
N/A8.86%
2019
11.14%14.81%
2018
-3.76%-5.04%
2017
7.43%9.86%
2016
7.72%6.62%
2015
-0.34%-2.32%
2014
5.21%4.02%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-20.16%N/AN/AN/A
20196.18%2.28%0.98%1.35%
2018-1.17%0.11%3.22%-5.76%
20172.25%1.42%1.71%1.85%
20161.51%3.20%1.47%1.35%
20151.95%-0.79%-1.92%0.45%
20142.20%2.69%-0.49%0.74%

Rank in category (by total return)

YTD94
1-month91
3-month94
1-year96
3-year96
5-year93

Load adjusted returns

1-year-16.42%
3-year-3.55%
5-year-0.69%
10-year3.51%