Morgan Stanley Europe Opportunity Fund Inc. (EUGDX)

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The chart shows the growth of an initial investment of $10,000 in Morgan Stanley Europe Opportunity Fund Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Morgan Stanley Europe Opportunity Fund Inc. (EUGDX) has returned -15.38% so far this year and -7.55% over the past 12 months. Over the last ten years, EUGDX has returned 6.22% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Jul 28, 1997, EUGDX's average daily return is +0.03%, while the average monthly return is +0.53%. At this rate, your investment would double in approximately 10.9 years.

Historically, 58% of months were positive and 42% were negative. The best month was Nov 2022 with a return of +15.0%, while the worst month was Oct 2008 at -19.6%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 6 months.

On a daily basis, EUGDX closed higher 52% of trading days. The best single day was Nov 11, 2022 with a return of +15.0%, while the worst single day was Jun 24, 2016 at -9.9%.

Morgan Stanley Europe Opportunity Fund Inc. has an annualized alpha of 0.26%, beta of 0.79, and R² of 0.48 versus S&P 500 Index. Calculated based on daily prices since July 29, 1997.

• This fund participated in 104.06% of S&P 500 Index downside but only 94.12% of its upside — more exposed to losses than it benefited from rallies.
• R² of 0.48 means the benchmark explains less than half of this fund's behavior — treat beta with caution or consider switching to a more representative benchmark.

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

EUGDX ranks 2 for risk / return — in the bottom 2% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

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

Morgan Stanley Europe Opportunity Fund Inc. provided a 0.74% dividend yield over the last twelve months, with an annual payout of $0.18 per share.

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.

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.

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.

The current Morgan Stanley Europe Opportunity Fund Inc. drawdown is 31.06%.

The chart below shows the rolling one-month volatility.