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ISIN
US6169394011
CUSIP
616939401
Inception Date
Jul 27, 1997
Min. Investment
$1,000,000
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Growth

Share Price Chart


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Performance

EUGDX Performance Chart


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S&P 500 Index

Returns By Period


Morgan Stanley Europe Opportunity Fund Inc.

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
-2.64%
1M
0.25%
YTD
7.86%
6M
7.47%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

EUGDX Monthly Returns History


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-1.26%0.35%-11.82%8.92%-4.82%
20257.97%1.30%-6.33%6.22%6.04%1.42%-6.94%1.89%0.35%0.63%-0.56%0.45%11.93%
20240.66%8.21%1.08%-6.79%5.41%-2.67%1.45%5.20%2.80%-4.88%2.23%0.08%12.41%
202312.20%-1.32%10.47%2.91%-2.48%5.57%1.98%-8.20%-8.21%-4.81%10.58%6.77%25.16%
2022-15.76%-9.55%-3.11%-11.72%-3.08%-11.59%10.60%-11.06%-13.32%5.99%14.98%-4.34%-44.49%
2021-3.00%5.08%-1.41%8.02%3.25%1.19%3.41%2.53%-6.68%5.61%-2.31%0.01%15.80%

Benchmark Metrics

Morgan Stanley Europe Opportunity Fund Inc. has an annualized alpha of -27.00%, beta of 1.07, and R2 of 0.54 versus S&P 500 Index. Calculated based on daily prices since July 29, 1997.

  • This fund participated in 172.21% of S&P 500 Index downside but only 8.60% of its upside - more exposed to losses than it benefited from rallies.
  • This fund had an annualized alpha of -27.00% versus S&P 500 Index - delivering less than market exposure alone would predict.
  • With beta of 1.07 and R2 of 0.54, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.

Alpha
-27.00%
Beta
1.07
0.54
Upside Capture
8.60%
Downside Capture
172.21%

Expense Ratio

EUGDX has a high expense ratio of 1.05%, indicating above-average management fees.


Return for Risk

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Morgan Stanley Europe Opportunity Fund Inc. (EUGDX) and compare them to S&P 500 Index.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Dividends

Dividend History

Morgan Stanley Europe Opportunity Fund Inc. provided a 0.66% dividend yield over the last twelve months, with an annual payout of $0.18 per share.


0.00%2.00%4.00%6.00%8.00%$0.00$0.50$1.00$1.50$2.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$0.18$0.18$0.00$0.00$0.00$1.79$2.26$0.68$0.17$0.18$0.44$0.39

Dividend yield

0.66%0.62%0.00%0.00%0.00%5.45%7.53%3.27%1.02%0.90%2.75%2.30%

Monthly Dividends

The table displays the monthly dividend distributions for Morgan Stanley Europe Opportunity Fund Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.00$0.00
2025$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.18$0.18
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.79$1.79

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Morgan Stanley Europe Opportunity Fund Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Morgan Stanley Europe Opportunity Fund Inc. was 59.74%, occurring on Mar 9, 2009. Recovery took 1192 trading sessions.


Related event

Drawdown

Fall

Recovery

Underwater

Financial crisis2007–2009
-59.74%Mar 2009
1y 4mo4y 8mo
6y 1moNov 2007 - Nov 2013
Bear market2022
-56.02%Oct 2022
11mo 5d
4y 6moNov 2021 - now
2003 bear market2003
-51.26%Mar 2003
3y 5d2y 11mo
5y 12moMar 2000 - Mar 2006
1998 bear market1998
-29.82%Oct 1998
2mo 19d1y 1mo
1y 3moJul 1998 - Nov 1999
COVID crash2020
-27.80%Mar 2020
1mo 2d2mo 10d
3mo 12dFeb 2020 - Jun 2020

Drawdown Indicators


EUGDXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-9.10%

Current Drawdown

Current decline from peak

-2.97%

Average Drawdown

Average peak-to-trough decline

-1.13%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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