It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
EGINX: INVESCO EUROPEAN GROWTH FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info 37.21 1.2(3.12%) June 05
| Asset Class: | EUROPE STOCK |
| MyPlanIQ Rating: | (27%) |
| Start Date: | 10/20/2003 |
| Last Dividend Date: | 12/18/2025 |
| 12-Mo. Yield | 15.87% |
| Expenses | 1.30% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 05/29/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.9 | 12.7 | 22.2 | 14.7 | 5.5 | 6.4 | 5.8 | 5.4 | 8.2 | 5.6 | -0.7 | 19.7 | -21.7 | 14.3 | 0.1 | 24.6 | -18.8 | 26.9 | -2.7 | 4.5 | -6.3 | 23.5 | 21.1 | -5.0 | 12.4 | 37.2 | -46.7 | 14.0 | 39.4 | 13.1 | 33.2 | 12.3 |
| Sharpe Ratio | NA | 2.27 | 1.63 | 0.87 | 0.21 | 0.28 | NA | NA | 0.37 | 0.13 | -0.34 | 1.14 | -0.86 | 1.12 | -0.01 | 2.14 | -1.66 | 3.49 | -0.16 | 0.32 | -0.62 | 2.32 | 1.37 | -0.19 | 0.6 | 1.44 | -1.23 | 0.56 | 2.32 | 1.11 | 2.52 | 7.9 |
| Draw Down(%) | NA | 10.6 | 10.6 | 15.8 | 38.7 | 40.0 | NA | NA | 60.4 | 15.0 | 11.8 | 12.0 | 37.0 | 9.1 | 37.8 | 5.9 | 24.7 | 3.2 | 13.3 | 12.1 | 15.0 | 6.8 | 13.4 | 22.5 | 17.1 | 25.1 | 56.2 | 14.0 | 17.0 | 8.6 | 8.4 | 1.9 |
| Standard Deviation(%) | NA | 18.2 | 14.7 | 14.7 | 17.7 | 17.6 | NA | NA | 18.9 | 22.0 | 12.8 | 14.2 | 26.9 | 12.8 | 29.9 | 10.8 | 12.2 | 7.6 | 18.2 | 13.9 | 10.3 | 10.1 | 15.6 | 26.6 | 20.5 | 25.8 | 38.7 | 19.4 | 15.6 | 9.8 | 12.8 | 10.0 |
| Treynor Ratio | NA | 0.46 | 0.26 | 0.14 | 0.04 | 0.05 | NA | NA | 0.08 | 0.03 | -0.04 | 0.17 | -0.22 | 0.16 | 0.0 | 0.26 | -0.25 | 0.35 | -0.03 | 0.06 | -0.08 | 0.34 | 0.28 | -0.06 | 0.16 | 0.49 | -0.57 | 0.11 | 0.37 | 0.15 | 0.43 | 0.96 |
| Alpha | NA | 0.08 | 0.03 | 0.0 | -0.01 | -0.01 | NA | NA | 0.01 | -0.08 | -0.01 | 0.0 | -0.02 | 0.0 | -0.02 | 0.01 | -0.03 | 0.02 | -0.01 | 0.02 | -0.01 | 0.02 | 0.02 | 0.02 | 0.03 | 0.04 | -0.06 | 0.0 | 0.02 | 0.02 | 0.06 | 0.03 |
| Beta | NA | 0.9 | 0.91 | 0.94 | 0.99 | 0.92 | NA | NA | 0.85 | 0.9 | 0.98 | 0.96 | 1.04 | 0.92 | 0.86 | 0.89 | 0.82 | 0.76 | 0.86 | 0.78 | 0.75 | 0.69 | 0.77 | 0.83 | 0.79 | 0.76 | 0.84 | 1.0 | 0.98 | 0.72 | 0.74 | 0.82 |
| RSquared | NA | 0.9 | 0.88 | 0.93 | 0.94 | 0.92 | NA | NA | 0.91 | 0.46 | 0.93 | 0.95 | 0.95 | 0.9 | 0.92 | 0.9 | 0.9 | 0.8 | 0.93 | 0.91 | 0.89 | 0.89 | 0.93 | 0.96 | 0.96 | 0.95 | 0.95 | 0.96 | 0.8 | 0.61 | 0.6 | 0.66 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 18.2 | 9.7 | 3.1 | 5.5 | 9.8 | 1.4 | 3.2 | 1.2 | 2.4 | 1.6 | 4.8 | 5.8 | 3.6 | 4.2 | 3.2 | 1.3 | 1.8 | 5.1 | 9.7 | 8.4 | 7.8 | 0.3 | 0.1 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 69.0 | 258.6 | -58.9 | -42.0 | 611.5 | -47.1 | 110.1 | -37.2 | 46.1 | -67.5 | -26.6 | 89.5 | -2.3 | 25.7 | 159.2 | 1.9 | -83.1 | -45.1 | 47.1 | 16.5 | 3255.1 | 155.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/17/2003
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See EUROPE STOCK Asset Class Trend Rankings |
Top Rated Funds in EUROPE STOCK
Best Mutual Funds
- VEURX (VANGUARD EUROPEAN STOCK INDEX FUND INVESTOR SHARES) (89%)
- MEURX (FRANKLIN MUTUAL EUROPEAN FUND CLASS Z) (82%)
- DFCSX (CONTINENTAL SMALL COMPANY PORTFOLIO CONTINENTAL SMALL COMPANY PORTFOLIO - INSTITUTIONAL CLASS) (80%)
- PRESX (T. ROWE PRICE EUROPEAN STOCK FUND T. ROWE PRICE EUROPEAN STOCK FUND) (77%)
- JFEIX (JPMORGAN INTREPID EUROPEAN FUND CLASS L) (75%)
- JFESX (JPMORGAN INTREPID EUROPEAN FUND SELECT CLASS) (73%)
- EUGDX (MORGAN STANLEY EUROPEAN EQUITY FUND INC. I) (70%)
- VESIX (VANGUARD EUROPEAN STOCK INDEX FUND INSTITUTIONAL SHARES) (68%)
- VEUSX (VANGUARD EUROPEAN STOCK INDEX FUND ADMIRAL SHARES) (66%)
- MAEFX (BlackRock EuroFd I) (64%)
Best ETFs
- EZU (iShares MSCI Eurozone ETF) 2.42% (100%)
- FEZ (SPDR EURO STOXX 50 ETF) 2.25% (98%)
- VGK (Vanguard FTSE Europe ETF) 1.98% (95%)
- IEV (iShares Europe ETF) 2.12% (93%)
- DFE (WisdomTree Europe SmallCap Dividend Fund) 2.06% (86%)
- FDD (First Trust Stoxx European Select Dividend Index Fund) 2.49% (84%)
- FEP (First Trust Europe AlphaDEX Fund) 2.60% (52%)
- HEDJ (WisdomTree Europe Hedged Equity Fund) 1.20% (9%)
Best Closed End Funds
* Day change on 06/05/2026.Latest Articles Related to EGINX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
