UEPIX vs. EUGDX
Compare and contrast key facts about ProFunds Europe 30 Fund (UEPIX) and Morgan Stanley Europe Opportunity Fund Inc. (EUGDX).
UEPIX is managed by ProFunds. It was launched on Mar 14, 1999. EUGDX is managed by Morgan Stanley. It was launched on Jul 27, 1997.
Performance
UEPIX vs. EUGDX - Performance Comparison
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UEPIX vs. EUGDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UEPIX ProFunds Europe 30 Fund | 5.46% | 28.46% | 2.60% | 18.54% | -7.83% | 24.46% | -9.97% | 17.87% | -12.48% | 19.92% |
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% |
Returns By Period
In the year-to-date period, UEPIX achieves a 5.46% return, which is significantly higher than EUGDX's -15.38% return. Over the past 10 years, UEPIX has outperformed EUGDX with an annualized return of 8.75%, while EUGDX has yielded a comparatively lower 6.22% annualized return.
UEPIX
- 1D
- 0.29%
- 1M
- -5.45%
- YTD
- 5.46%
- 6M
- 12.79%
- 1Y
- 27.21%
- 3Y*
- 15.84%
- 5Y*
- 11.47%
- 10Y*
- 8.75%
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%
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UEPIX vs. EUGDX - Expense Ratio Comparison
UEPIX has a 1.78% expense ratio, which is higher than EUGDX's 1.05% expense ratio.
Return for Risk
UEPIX vs. EUGDX — Risk / Return Rank
UEPIX
EUGDX
UEPIX vs. EUGDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ProFunds Europe 30 Fund (UEPIX) and Morgan Stanley Europe Opportunity Fund Inc. (EUGDX). 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.
| UEPIX | EUGDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.60 | -0.44 | +2.04 |
Sortino ratioReturn per unit of downside risk | 2.19 | -0.50 | +2.69 |
Omega ratioGain probability vs. loss probability | 1.32 | 0.94 | +0.38 |
Calmar ratioReturn relative to maximum drawdown | 2.02 | -0.46 | +2.48 |
Martin ratioReturn relative to average drawdown | 10.26 | -1.41 | +11.68 |
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
| UEPIX | EUGDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.60 | -0.44 | +2.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.68 | -0.13 | +0.81 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.29 | +0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.07 | 0.21 | -0.14 |
Correlation
The correlation between UEPIX and EUGDX is 0.79, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
UEPIX vs. EUGDX - Dividend Comparison
UEPIX's dividend yield for the trailing twelve months is around 1.57%, more than EUGDX's 0.74% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UEPIX ProFunds Europe 30 Fund | 1.57% | 1.66% | 0.00% | 1.43% | 1.98% | 0.87% | 2.64% | 0.82% | 12.56% | 0.96% | 3.21% | 11.73% |
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% |
Drawdowns
UEPIX vs. EUGDX - Drawdown Comparison
The maximum UEPIX drawdown since its inception was -76.06%, which is greater than EUGDX's maximum drawdown of -59.74%. Use the drawdown chart below to compare losses from any high point for UEPIX and EUGDX.
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Drawdown Indicators
| UEPIX | EUGDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.06% | -59.74% | -16.32% |
Max Drawdown (1Y)Largest decline over 1 year | -12.76% | -20.36% | +7.60% |
Max Drawdown (5Y)Largest decline over 5 years | -26.62% | -56.02% | +29.40% |
Max Drawdown (10Y)Largest decline over 10 years | -40.51% | -56.02% | +15.51% |
Current DrawdownCurrent decline from peak | -5.54% | -31.06% | +25.52% |
Average DrawdownAverage peak-to-trough decline | -43.47% | -18.06% | -25.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.54% | 6.62% | -4.08% |
Volatility
UEPIX vs. EUGDX - Volatility Comparison
The current volatility for ProFunds Europe 30 Fund (UEPIX) is 5.58%, while Morgan Stanley Europe Opportunity Fund Inc. (EUGDX) has a volatility of 6.45%. This indicates that UEPIX experiences smaller price fluctuations and is considered to be less risky than EUGDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UEPIX | EUGDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.58% | 6.45% | -0.87% |
Volatility (6M)Calculated over the trailing 6-month period | 10.26% | 12.48% | -2.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.98% | 19.36% | -2.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.88% | 24.11% | -7.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.73% | 21.27% | -2.54% |