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EUGDX: MORGAN STANLEY EUROPEAN EQUITY FUND INC. I (MUTUAL FUND)
Basic Info 23.86 0.18(0.75%) April 19
Asset Class: | EUROPE STOCK |
MyPlanIQ Rating: | (70%) |
Start Date: | 08/06/1997 |
Last Dividend Date: | 12/23/2021 |
12-Mo. Yield | 0.00% |
Expenses | 2.15% |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 08/07/1997 |
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(%) | -1.4 | 4.3 | 4.6 | -7.9 | 8.1 | 4.1 | 7.7 | 5.5 | 5.3 | 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 | 1.24 | 0.27 | -0.33 | 0.27 | 0.16 | NA | NA | 0.18 | 1.12 | -1.21 | 0.83 | 1.98 | 2.23 | -0.96 | 2.45 | -0.14 | -0.29 | -0.71 | 2.06 | 0.94 | -0.32 | 0.27 | 0.9 | -1.04 | 0.67 | 1.74 | 0.57 | 0.79 | 1.54 | -0.69 | -0.93 | -0.42 | 1.54 | 0.9 | 0.41 |
Draw Down(%) | NA | 4.6 | 23.6 | 56.0 | 56.0 | 56.0 | NA | NA | 59.7 | 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 | 15.0 | 16.9 | 26.6 | 25.0 | 20.8 | NA | NA | 22.2 | 18.9 | 38.2 | 19.0 | 27.8 | 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 | 0.16 | 0.04 | -0.07 | 0.07 | 0.03 | NA | NA | 0.04 | 0.19 | -0.33 | 0.15 | 0.73 | 0.29 | -0.15 | 0.25 | -0.03 | -0.05 | -0.1 | 0.29 | 0.19 | -0.1 | 0.07 | 0.31 | -0.48 | 0.13 | 0.27 | 0.07 | 0.12 | 0.29 | -0.21 | -0.29 | -0.09 | 0.25 | 0.2 | 0.07 |
Alpha | NA | 0.06 | 0.0 | -0.04 | 0.01 | 0.0 | NA | NA | 0.0 | 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 | -0.01 | 0.02 | 0.04 | -0.02 | -0.01 |
Beta | NA | 1.13 | 1.14 | 1.27 | 1.01 | 1.0 | NA | NA | 0.95 | 1.13 | 1.39 | 1.02 | 0.75 | 0.88 | 0.96 | 0.91 | 0.99 | 1.03 | 0.97 | 0.93 | 0.97 | 0.97 | 0.94 | 0.9 | 0.9 | 0.98 | 1.0 | 0.89 | 0.99 | 1.0 | 0.91 | 0.7 | 0.98 | 1.05 | 1.02 | 0.97 |
RSquared | NA | 0.75 | 0.76 | 0.77 | 0.72 | 0.77 | NA | NA | 0.84 | 0.74 | 0.84 | 0.52 | 0.79 | 0.77 | 0.82 | 0.75 | 0.95 | 0.94 | 0.93 | 0.93 | 0.95 | 0.97 | 0.94 | 0.95 | 0.93 | 0.93 | 0.87 | 0.72 | 0.77 | 0.9 | 0.78 | 0.54 | 0.8 | 0.84 | 0.93 | 0.88 |
Yield(%) | N/A | 0.0 | 0.0 | 1.9 | 5.0 | 3.2 | 5.2 | 4.3 | N/A | 0.0 | 0.0 | 5.9 | 10.9 | 4.1 | 0.9 | 1.1 | 2.6 | 2.1 | 3.7 | 2.1 | 2.7 | 2.2 | 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 | N/A | N/A | -42.4 | 142.6 | 3.7 | N/A | N/A | N/A | N/A | -100.0 | -20.8 | 232.4 | 300.0 | -5.6 | -59.1 | 12.8 | -49.4 | 113.9 | -10.0 | 11.1 | 9.1 | -2.9 | -70.9 | -57.1 | 810.0 | 3.4 | 81.2 | 14.3 | N/A | -100.0 | -91.5 | 8.9 | 55.3 | 4.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/07/1997
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