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EUGDX: Morgan Stanley European Equity I (MUTUAL FUND)
Basic Info 21.18 0.15(0.70%) March 24
| Asset Class: | EUROPE STOCK |
| MyPlanIQ Rating: | (71%) |
| Start Date: | 08/07/1997 |
| Last Dividend Date: | 12/23/2021 |
| 12-Mo. Yield | 6.53% |
| Expenses | 1.24% |
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Performance Analytics (As of 03/24/2023)
| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 4.3 | 15.9 | -13.0 | -21.0 | -14.7 | -5.8 | -3.9 | 0.7 | -44.5 | -62.7 | 55.6 | 27.3 | -13.0 | 23.1 | -2.6 | -5.3 | -9.3 | 27.2 | 18.2 | -10.0 | 6.8 | 27.7 | -42.6 | 15.6 | 29.8 | 8.5 | 12.8 | 29.3 | -18.3 | -17.6 | -4.6 | 28.8 | 23.7 | 4.2 |
| SR | NA | 3.77 | -0.45 | -0.32 | -0.29 | -0.16 | NA | -0.02 | -1.21 | -0.57 | 1.98 | 2.23 | -0.96 | 2.45 | -0.14 | -0.29 | -0.71 | 2.05 | 0.94 | -0.32 | 0.27 | 0.9 | -1.04 | 0.66 | 1.73 | 0.57 | 0.79 | 1.54 | -0.69 | -0.93 | -0.41 | 1.53 | 0.9 | 0.41 |
| DD(%) | NA | 7.5 | 38.8 | 81.5 | 81.5 | 81.5 | NA | 81.5 | 52.9 | 67.4 | 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 |
| SD(%) | NA | 22.8 | 34.7 | 68.2 | 54.1 | 39.8 | NA | 30.9 | 38.2 | 109.7 | 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 |
| TR | NA | 0.78 | -0.11 | -0.21 | -0.17 | -0.07 | NA | -0.01 | -0.33 | -1.27 | 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 | 0.24 | 0.2 | 0.07 |
| Alpha(%) | NA | 0.17 | -0.03 | -0.09 | -0.04 | -0.02 | NA | -0.01 | -0.13 | -0.25 | 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 | 1.09 | 1.37 | 1.04 | 0.95 | 0.96 | NA | 0.94 | 1.39 | 0.5 | 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 |
| RS | NA | 0.72 | 0.84 | 0.22 | 0.27 | 0.36 | NA | 0.62 | 0.84 | 0.01 | 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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/07/1997
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See EUROPE STOCK Asset Class Trend Rankings |
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- FEP (First Trust Europe AlphaDEX ETF) 1.61% (55%)
- HEDJ (WisdomTree Europe Hedged Equity ETF) 0.0% (16%)
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* Day change on 03/24/2023.Latest Articles Related to EUGDX
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