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EUGDX: MORGAN STANLEY EUROPEAN EQUITY FUND INC. I (MUTUAL FUND)
Basic Info
| Asset Class: | EUROPE STOCK |
| MyPlanIQ Rating: | (70%) |
| Start Date: | 08/06/1997 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 0.64% |
| Expenses | 2.15% |
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Performance Analytics (As of 04/30/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 08/06/1997 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -4.8 | -2.1 | 6.0 | -2.4 | 7.1 | 4.9 | 4.4 | 5.5 | 11.9 | 12.4 | 25.2 | -44.5 | 15.8 | 55.6 | 27.3 | -13.0 | 23.1 | -2.6 | -5.2 | -9.3 | 27.2 | 18.2 | -9.9 | 6.8 | 27.7 | -42.6 | 15.8 | 29.8 | 8.5 | 12.8 | 29.3 | -18.3 | -17.7 | -4.8 | 29.0 | 23.8 | 4.2 |
| Sharpe Ratio | NA | -0.78 | -0.28 | 0.15 | -0.2 | 0.26 | NA | NA | 0.18 | 0.48 | 0.56 | 1.15 | -1.21 | 0.83 | 1.97 | 2.22 | -0.97 | 2.45 | -0.14 | -0.29 | -0.71 | 2.06 | 0.94 | -0.32 | 0.27 | 0.9 | -1.04 | 0.66 | 1.73 | 0.56 | 0.79 | 1.54 | -0.69 | -0.94 | -0.43 | 1.54 | 0.9 | 0.4 |
| Draw Down(%) | NA | 17.3 | 20.4 | 23.6 | 56.0 | 56.0 | NA | NA | 59.7 | 17.0 | 9.0 | 23.6 | 52.9 | 11.8 | 27.8 | 6.3 | 19.6 | 3.5 | 12.9 | 18.7 | 15.3 | 8.0 | 16.8 | 28.1 | 21.9 | 30.0 | 53.2 | 14.1 | 14.1 | 7.9 | 14.4 | 19.5 | 28.6 | 32.8 | 21.1 | 9.1 | 29.8 | 10.6 |
| Standard Deviation(%) | NA | 21.2 | 17.1 | 17.9 | 23.7 | 21.1 | NA | NA | 21.9 | 19.0 | 15.7 | 18.9 | 38.2 | 19.0 | 27.9 | 11.6 | 15.0 | 9.2 | 20.6 | 18.0 | 13.1 | 13.2 | 19.5 | 31.0 | 24.5 | 30.6 | 41.8 | 19.2 | 15.3 | 11.0 | 15.0 | 18.6 | 28.1 | 21.7 | 20.9 | 16.7 | 22.6 | 17.6 |
| Treynor Ratio | NA | -0.18 | -0.05 | 0.03 | -0.04 | 0.05 | NA | NA | 0.04 | 0.09 | 0.08 | 0.19 | -0.33 | 0.15 | 0.73 | 0.29 | -0.15 | 0.25 | -0.03 | -0.05 | -0.09 | 0.29 | 0.19 | -0.1 | 0.07 | 0.31 | -0.48 | 0.13 | 0.26 | 0.07 | 0.12 | 0.29 | -0.22 | -0.29 | -0.09 | 0.25 | 0.2 | 0.07 |
| Alpha | NA | -0.11 | -0.09 | -0.03 | -0.05 | 0.0 | NA | NA | 0.0 | -0.08 | 0.04 | 0.01 | -0.12 | 0.0 | 0.16 | 0.02 | 0.01 | 0.0 | -0.01 | -0.01 | -0.01 | 0.01 | -0.01 | 0.01 | 0.01 | 0.0 | -0.01 | 0.01 | -0.01 | 0.0 | -0.03 | -0.03 | -0.01 | -0.02 | 0.01 | 0.03 | -0.02 | 0.0 |
| Beta | NA | 0.91 | 0.97 | 1.04 | 1.2 | 1.0 | NA | NA | 0.95 | 1.03 | 1.07 | 1.13 | 1.39 | 1.08 | 0.76 | 0.88 | 0.96 | 0.9 | 0.99 | 1.03 | 0.98 | 0.93 | 0.97 | 0.97 | 0.94 | 0.9 | 0.9 | 0.98 | 1.01 | 0.89 | 0.99 | 1.0 | 0.86 | 0.7 | 0.97 | 1.03 | 1.01 | 0.97 |
| RSquared | NA | 0.69 | 0.68 | 0.74 | 0.76 | 0.75 | NA | NA | 0.83 | 0.75 | 0.75 | 0.74 | 0.84 | 0.56 | 0.79 | 0.77 | 0.82 | 0.75 | 0.95 | 0.94 | 0.94 | 0.93 | 0.94 | 0.97 | 0.94 | 0.95 | 0.93 | 0.93 | 0.87 | 0.72 | 0.77 | 0.9 | 0.72 | 0.54 | 0.78 | 0.82 | 0.91 | 0.88 |
| Yield(%) | N/A | 0.0 | 0.6 | 0.3 | 1.2 | 3.3 | 2.8 | 3.1 | N/A | 0.7 | 0.0 | 0.0 | 0.0 | 6.0 | 10.8 | 4.1 | 0.9 | 1.1 | 2.6 | 2.1 | 3.7 | 2.1 | 2.7 | 2.1 | 2.0 | 2.6 | 4.9 | 11.6 | 1.6 | 1.7 | 1.0 | 1.2 | 0.0 | 1.5 | 13.9 | 14.2 | 10.7 | 9.7 |
| Dividend Growth(%) | N/A | -100.0 | N/A | -95.6 | -47.1 | -20.2 | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -20.5 | 232.5 | 296.6 | -2.7 | -60.1 | 13.4 | -49.6 | 117.5 | -12.3 | 13.4 | 8.5 | -2.4 | -71.1 | -57.2 | 815.8 | 2.1 | 88.4 | 8.4 | N/A | -100.0 | -91.5 | 8.8 | 55.1 | 4.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/06/1997
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
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