EUGDX vs. CPODX
Compare and contrast key facts about Morgan Stanley Europe Opportunity Fund Inc. (EUGDX) and Morgan Stanley Insight Fund (CPODX).
EUGDX is managed by Morgan Stanley. It was launched on Jul 27, 1997. CPODX is managed by Morgan Stanley. It was launched on Jul 28, 1997.
Performance
EUGDX vs. CPODX - Performance Comparison
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EUGDX vs. CPODX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EUGDX Morgan Stanley Europe Opportunity Fund Inc. | -15.38% | 11.93% | 12.41% | 25.16% | -44.49% | 15.80% | 55.57% | 27.34% | -13.02% | 23.11% |
CPODX Morgan Stanley Insight Fund | -17.56% | 19.23% | 46.73% | 53.03% | -60.99% | -6.54% | 116.44% | 33.45% | 12.29% | 48.76% |
Returns By Period
In the year-to-date period, EUGDX achieves a -15.38% return, which is significantly higher than CPODX's -17.56% return. Over the past 10 years, EUGDX has underperformed CPODX with an annualized return of 6.22%, while CPODX has yielded a comparatively higher 14.82% annualized return.
EUGDX
- 1D
- 0.17%
- 1M
- -14.60%
- YTD
- -15.38%
- 6M
- -14.94%
- 1Y
- -7.55%
- 3Y*
- 2.90%
- 5Y*
- -3.14%
- 10Y*
- 6.22%
CPODX
- 1D
- -0.78%
- 1M
- -9.16%
- YTD
- -17.56%
- 6M
- -25.69%
- 1Y
- 9.60%
- 3Y*
- 22.87%
- 5Y*
- -4.16%
- 10Y*
- 14.82%
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EUGDX vs. CPODX - Expense Ratio Comparison
EUGDX has a 1.05% expense ratio, which is higher than CPODX's 0.83% expense ratio.
Return for Risk
EUGDX vs. CPODX — Risk / Return Rank
EUGDX
CPODX
EUGDX vs. CPODX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley Europe Opportunity Fund Inc. (EUGDX) and Morgan Stanley Insight Fund (CPODX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| EUGDX | CPODX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.44 | 0.24 | -0.68 |
Sortino ratioReturn per unit of downside risk | -0.50 | 0.59 | -1.09 |
Omega ratioGain probability vs. loss probability | 0.94 | 1.07 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | -0.46 | 0.14 | -0.60 |
Martin ratioReturn relative to average drawdown | -1.41 | 0.36 | -1.78 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| EUGDX | CPODX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.44 | 0.24 | -0.68 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.13 | -0.11 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.29 | 0.44 | -0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.21 | 0.33 | -0.12 |
Correlation
The correlation between EUGDX and CPODX is 0.55, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
EUGDX vs. CPODX - Dividend Comparison
EUGDX's dividend yield for the trailing twelve months is around 0.74%, while CPODX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EUGDX Morgan Stanley Europe Opportunity Fund Inc. | 0.74% | 0.62% | 0.00% | 0.00% | 0.00% | 5.45% | 7.53% | 3.27% | 1.02% | 0.90% | 2.75% | 2.30% |
CPODX Morgan Stanley Insight Fund | 0.00% | 0.00% | 0.64% | 0.00% | 41.78% | 12.90% | 7.97% | 6.49% | 8.40% | 26.14% | 9.16% | 8.38% |
Drawdowns
EUGDX vs. CPODX - Drawdown Comparison
The maximum EUGDX drawdown since its inception was -59.74%, smaller than the maximum CPODX drawdown of -84.51%. Use the drawdown chart below to compare losses from any high point for EUGDX and CPODX.
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Drawdown Indicators
| EUGDX | CPODX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.74% | -84.51% | +24.77% |
Max Drawdown (1Y)Largest decline over 1 year | -20.36% | -28.28% | +7.92% |
Max Drawdown (5Y)Largest decline over 5 years | -56.02% | -70.71% | +14.69% |
Max Drawdown (10Y)Largest decline over 10 years | -56.02% | -71.26% | +15.24% |
Current DrawdownCurrent decline from peak | -31.06% | -33.94% | +2.88% |
Average DrawdownAverage peak-to-trough decline | -18.06% | -38.55% | +20.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.62% | 10.93% | -4.31% |
Volatility
EUGDX vs. CPODX - Volatility Comparison
The current volatility for Morgan Stanley Europe Opportunity Fund Inc. (EUGDX) is 6.45%, while Morgan Stanley Insight Fund (CPODX) has a volatility of 8.76%. This indicates that EUGDX experiences smaller price fluctuations and is considered to be less risky than CPODX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EUGDX | CPODX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.45% | 8.76% | -2.31% |
Volatility (6M)Calculated over the trailing 6-month period | 12.48% | 22.48% | -10.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.36% | 33.29% | -13.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.11% | 39.84% | -15.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.27% | 33.88% | -12.61% |