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VEURX vs. MEURX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

VEURX vs. MEURX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard European Stock Index Fund (VEURX) and Franklin Mutual European Fund (MEURX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, VEURX achieves a 5.78% return, which is significantly higher than MEURX's 1.10% return. Both investments have delivered pretty close results over the past 10 years, with VEURX having a 10.09% annualized return and MEURX not far behind at 9.63%.


VEURX

1D
-0.24%
1M
-1.57%
YTD
5.78%
6M
5.59%
1Y
17.63%
3Y*
16.38%
5Y*
8.30%
10Y*
10.09%

MEURX

1D
-0.30%
1M
-2.73%
YTD
1.10%
6M
0.73%
1Y
15.31%
3Y*
16.35%
5Y*
11.69%
10Y*
9.63%
*Multi-year figures are annualized to reflect compound growth (CAGR)

VEURX vs. MEURX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
VEURX
Vanguard European Stock Index Fund
5.78%35.20%1.88%19.83%-16.16%16.14%6.29%24.02%-14.88%26.81%
MEURX
Franklin Mutual European Fund
1.10%39.96%3.67%16.68%-0.68%16.48%-6.22%22.28%-11.13%10.45%

Correlation

The correlation between VEURX and MEURX is 0.95, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.95

Correlation (3Y)
Calculated over the trailing 3-year period

0.93

Correlation (5Y)
Calculated over the trailing 5-year period

0.92

Correlation (10Y)
Calculated over the trailing 10-year period

0.86

Correlation (All Time)
Calculated using the full available price history since Jul 3, 1996

0.82

The correlation between VEURX and MEURX shifts across timeframes, from 0.82 (all time) to 0.95 (1 year), reflecting how their relationship changes across market environments.

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Return for Risk

VEURX vs. MEURX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VEURX
VEURX Risk / Return Rank: 2323
Overall Rank
VEURX Sharpe Ratio Rank: 2222
Sharpe Ratio Rank
VEURX Sortino Ratio Rank: 2222
Sortino Ratio Rank
VEURX Omega Ratio Rank: 2222
Omega Ratio Rank
VEURX Calmar Ratio Rank: 2222
Calmar Ratio Rank
VEURX Martin Ratio Rank: 2626
Martin Ratio Rank

MEURX
MEURX Risk / Return Rank: 2121
Overall Rank
MEURX Sharpe Ratio Rank: 2121
Sharpe Ratio Rank
MEURX Sortino Ratio Rank: 2121
Sortino Ratio Rank
MEURX Omega Ratio Rank: 2222
Omega Ratio Rank
MEURX Calmar Ratio Rank: 2121
Calmar Ratio Rank
MEURX Martin Ratio Rank: 2222
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

VEURX vs. MEURX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard European Stock Index Fund (VEURX) and Franklin Mutual European Fund (MEURX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


VEURXMEURXDifference
Sharpe ratioReturn per unit of total volatility

+0.04

Sortino ratioReturn per unit of downside risk

+0.06

Omega ratioGain probability vs. loss probability

1.20

1.20

0.00

Calmar ratioReturn relative to maximum drawdown

1.43

1.35

+0.08

Martin ratioReturn relative to average drawdown

5.26

4.34

+0.91

VEURX vs. MEURX - Sharpe Ratio Comparison

The current VEURX Sharpe Ratio is 1.10, which is comparable to the MEURX Sharpe Ratio of 1.06. The chart below compares the historical Sharpe Ratios of VEURX and MEURX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

VEURX vs. MEURX - Drawdown Comparison

The maximum VEURX drawdown since its inception was -63.33%, which is greater than MEURX's maximum drawdown of -43.16%. Use the drawdown chart below to compare losses from any high point for VEURX and MEURX.


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Drawdown Indicators


VEURXMEURXDifference

Max Drawdown

Largest peak-to-trough decline

-63.33%

-43.16%

-20.17%

Max Drawdown (1Y)

Largest decline over 1 year

-11.97%

-11.16%

-0.81%

Max Drawdown (3Y)

Largest decline over 3 years

-13.97%

-15.36%

+1.39%

Max Drawdown (5Y)

Largest decline over 5 years

-32.81%

-20.38%

-12.43%

Max Drawdown (10Y)

Largest decline over 10 years

-37.03%

-41.10%

+4.07%

Current Drawdown

Current decline from peak

-2.33%

-5.99%

+3.66%

Average Drawdown

Average peak-to-trough decline

-12.65%

-7.65%

-5.00%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.25%

3.46%

-0.21%

Volatility

VEURX vs. MEURX - Volatility Comparison

Vanguard European Stock Index Fund (VEURX) has a higher volatility of 4.85% compared to Franklin Mutual European Fund (MEURX) at 3.38%. This indicates that VEURX's price experiences larger fluctuations and is considered to be riskier than MEURX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


VEURXMEURXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.85%

3.38%

+1.47%

Volatility (6M)

Calculated over the trailing 6-month period

13.11%

11.36%

+1.75%

Volatility (1Y)

Calculated over the trailing 1-year period

15.60%

14.20%

+1.40%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.44%

15.37%

+2.07%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.86%

17.14%

+0.72%

VEURX vs. MEURX - Expense Ratio Comparison

VEURX has a 0.25% expense ratio, which is lower than MEURX's 1.00% expense ratio.


Dividends

VEURX vs. MEURX - Dividend Comparison

VEURX's dividend yield for the trailing twelve months is around 2.79%, less than MEURX's 3.05% yield.


PositionTTM20252024202320222021202020192018201720162015
MEURX
Franklin Mutual European Fund
3.05%3.09%3.06%2.25%3.31%3.52%2.36%2.71%4.07%1.31%3.70%5.72%
VEURX
Vanguard European Stock Index Fund
2.79%2.70%3.44%3.00%3.07%2.90%1.97%3.14%3.77%2.55%3.35%3.09%

Frequently Asked Questions


With a correlation of 0.95, VEURX and MEURX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

VEURX has higher volatility (4.85%) compared to MEURX (3.38%). In terms of maximum drawdown, VEURX dropped -63.33% vs MEURX's -43.16%.

VEURX currently has the higher Sharpe Ratio (1.10 vs 1.06), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for VEURX and MEURX

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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