Morgan Stanley Europe Opportunity Fund Inc. (EUGDX)
Under normal market conditions, the Adviser seeks to achieve the fund’s investment objective by investing primarily in high quality established and emerging companies located in Europe that the investment team believes are undervalued at the time of purchase. The Adviser emphasizes a bottom-up stock selection process, seeking attractive investments on an individual company basis. The fund will normally invest at least 80% of its assets in equity securities issued by issuers located in European countries.
Fund Info
US6169394011
616939401
Jul 27, 1997
$1,000,000
Large-Cap
Growth
Expense Ratio
EUGDX has a high expense ratio of 1.05%, indicating above-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Morgan Stanley Europe Opportunity Fund Inc. (EUGDX) returned 14.04% year-to-date (YTD) and 19.18% over the past 12 months. Over the past 10 years, EUGDX returned 4.44% annually, underperforming the S&P 500 benchmark at 10.78%.
EUGDX
14.04%
11.65%
17.46%
19.18%
8.72%
4.44%
^GSPC (Benchmark)
0.19%
9.00%
-1.55%
12.31%
15.59%
10.78%
Monthly Returns
The table below presents the monthly returns of EUGDX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 7.97% | 1.30% | -6.33% | 6.22% | 4.79% | 14.04% | |||||||
| 2024 | 0.66% | 8.21% | 1.08% | -6.79% | 5.41% | -2.67% | 1.45% | 5.20% | 2.80% | -4.88% | 2.23% | 0.08% | 12.41% |
| 2023 | 12.20% | -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% | -5.24% | 9.73% |
| 2020 | -0.48% | -5.18% | -9.54% | 9.14% | 10.59% | 8.13% | 6.66% | 5.02% | 0.81% | -1.61% | 13.26% | 3.06% | 44.49% |
| 2019 | 4.15% | 4.33% | 3.06% | 2.28% | -3.21% | 6.53% | -0.90% | -1.32% | 0.87% | 4.18% | 1.56% | 0.75% | 24.19% |
| 2018 | 5.16% | -6.51% | 0.10% | 0.10% | 1.35% | 0.67% | 3.20% | -0.79% | -1.74% | -7.83% | -2.30% | -4.48% | -13.02% |
| 2017 | 1.31% | 1.48% | 5.03% | 4.56% | 4.53% | -1.16% | 0.96% | 0.32% | 1.58% | 1.51% | -0.97% | 2.05% | 23.11% |
| 2016 | -6.02% | -2.26% | 6.56% | 2.29% | 0.12% | -4.07% | 2.27% | -0.42% | 0.60% | -3.90% | -2.18% | 5.14% | -2.62% |
| 2015 | 1.31% | 5.78% | -2.04% | 4.27% | 0.60% | -4.42% | 2.49% | -7.15% | -5.08% | 4.60% | -1.98% | -2.79% | -5.24% |
| 2014 | -4.48% | 6.89% | -1.59% | 1.61% | 0.84% | -1.11% | -3.93% | 1.02% | -3.38% | -1.95% | 2.34% | -5.28% | -9.25% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 79, EUGDX is among the top 21% of mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Morgan Stanley Europe Opportunity Fund Inc. (EUGDX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Morgan Stanley Europe Opportunity Fund Inc. provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.16 | $0.17 | $0.18 | $0.44 | $0.39 | $0.77 |
Dividend yield | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.77% | 1.01% | 0.90% | 2.75% | 2.30% | 4.22% |
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 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 | $0.00 | $0.00 |
| 2020 | $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 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.16 | $0.16 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.17 | $0.17 |
| 2017 | $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 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.44 | $0.44 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.39 | $0.39 |
| 2014 | $0.77 | $0.77 |
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 58.33%, occurring on Oct 11, 2022. The portfolio has not yet recovered.
The current Morgan Stanley Europe Opportunity Fund Inc. drawdown is 21.35%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -58.33% | Nov 10, 2021 | 231 | Oct 11, 2022 | — | — | — |
| -57.33% | Nov 1, 2007 | 338 | Mar 9, 2009 | 1140 | Sep 18, 2013 | 1478 |
| -49.54% | Dec 9, 1999 | 815 | Mar 12, 2003 | 709 | Jan 4, 2006 | 1524 |
| -29.82% | Jul 21, 1998 | 58 | Oct 8, 1998 | 302 | Dec 6, 1999 | 360 |
| -27.8% | Feb 20, 2020 | 23 | Mar 23, 2020 | 48 | Jun 1, 2020 | 71 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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