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
| ISIN | US6169394011 |
|---|---|
| CUSIP | 616939401 |
| Issuer | Morgan Stanley |
| Inception Date | Jul 27, 1997 |
| Category | Europe Equities |
| Min. Investment | $1,000,000 |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Growth |
Expense Ratio
EUGDX has a high expense ratio of 1.05%, indicating higher-than-average management fees.
Share Price Chart
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Popular comparisons: EUGDX vs. VOO, EUGDX vs. FEZ, EUGDX vs. FXAIX
Performance
Performance Chart
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.
Returns By Period
Morgan Stanley Europe Opportunity Fund Inc. had a return of 3.67% year-to-date (YTD) and 2.73% in the last 12 months. Over the past 10 years, Morgan Stanley Europe Opportunity Fund Inc. had an annualized return of 3.83%, while the S&P 500 had an annualized return of 10.41%, indicating that Morgan Stanley Europe Opportunity Fund Inc. did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 3.67% | 6.17% |
| 1 month | -4.62% | -2.72% |
| 6 months | 18.13% | 17.29% |
| 1 year | 2.73% | 23.80% |
| 5 years (annualized) | 7.66% | 11.47% |
| 10 years (annualized) | 3.83% | 10.41% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.66% | 8.21% | 1.08% | -6.79% | ||||||||
| 2023 | -4.81% | 10.58% | 6.77% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of EUGDX is 11, indicating that it is in the bottom 11% of the market in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Morgan Stanley Europe Opportunity Fund Inc.(EUGDX)
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.
Dividends
Dividend History
Morgan Stanley Europe Opportunity Fund Inc. granted a 0.00% dividend yield in the last twelve months. The annual payout for that period amounted to $0.00 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.00 | $1.79 | $2.26 | $0.68 | $0.17 | $0.18 | $0.44 | $0.39 | $0.77 | $0.36 |
Dividend yield | 0.00% | 0.00% | 0.00% | 5.44% | 7.53% | 3.27% | 1.02% | 0.90% | 2.75% | 2.30% | 4.22% | 1.69% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $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 |
| 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 |
| 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 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.26 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.68 |
| 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 |
| 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 |
| 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 |
| 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 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.77 |
| 2013 | $0.36 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
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 57.26%, occurring on Mar 9, 2009. Recovery took 1138 trading sessions.
The current Morgan Stanley Europe Opportunity Fund Inc. drawdown is 32.87%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -57.26% | Dec 31, 2007 | 299 | Mar 9, 2009 | 1138 | Sep 16, 2013 | 1437 |
| -56.02% | Nov 10, 2021 | 230 | Oct 11, 2022 | — | — | — |
| -49.54% | Dec 9, 1999 | 817 | Mar 12, 2003 | 710 | Jan 4, 2006 | 1527 |
| -29.82% | Jul 21, 1998 | 57 | Oct 8, 1998 | 292 | Dec 6, 1999 | 349 |
| -27.8% | Feb 20, 2020 | 23 | Mar 23, 2020 | 48 | Jun 1, 2020 | 71 |
Volatility
Volatility Chart
The current Morgan Stanley Europe Opportunity Fund Inc. volatility is 5.16%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.