Find A Portfolio/Ticker
Comparison Box
VESIX: VANGUARD EUROPEAN STOCK INDEX FUND INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info 41.47 0.16(0.39%) July 02
Asset Class: | EUROPE STOCK |
MyPlanIQ Rating: | (68%) |
Start Date: | 05/31/2000 |
Last Dividend Date: | 03/21/2025 |
12-Mo. Yield | 1.77% |
Expenses | 0.11% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 06/30/2025)
Not up-to-date? TryLast 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 05/31/2000 |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.4 | 22.8 | 18.0 | 16.3 | 12.6 | 6.5 | 8.1 | 6.2 | 4.8 | 0.9 | 20.0 | -16.1 | 16.3 | 6.5 | 24.2 | -14.8 | 27.0 | -0.6 | -1.8 | -6.6 | 24.9 | 21.0 | -11.3 | 5.2 | 32.1 | -44.7 | 14.0 | 33.6 | 9.4 | 21.1 | 38.9 | -20.0 | -22.1 | -5.2 |
Sharpe Ratio | NA | 2.4 | 0.86 | 0.73 | 0.6 | 0.27 | NA | NA | 0.16 | -0.45 | 1.11 | -0.7 | 1.23 | 0.19 | 1.97 | -1.14 | 3.02 | -0.04 | -0.11 | -0.5 | 1.81 | 1.09 | -0.36 | 0.2 | 0.96 | -1.01 | 0.58 | 2.13 | 0.69 | 1.51 | 2.17 | -0.76 | -1.09 | -0.76 |
Draw Down(%) | NA | 13.9 | 13.9 | 18.6 | 32.7 | 36.9 | NA | NA | 63.3 | 11.8 | 12.6 | 32.2 | 6.9 | 36.6 | 8.5 | 22.5 | 2.7 | 13.6 | 15.8 | 16.0 | 8.8 | 17.7 | 29.9 | 22.3 | 31.1 | 56.4 | 13.0 | 13.4 | 7.0 | 9.8 | 18.9 | 29.1 | 38.2 | 16.7 |
Standard Deviation(%) | NA | 19.9 | 16.9 | 17.0 | 17.5 | 18.6 | NA | NA | 21.6 | 12.8 | 14.4 | 25.2 | 13.2 | 33.2 | 11.6 | 14.1 | 8.8 | 20.4 | 17.0 | 13.0 | 13.7 | 19.5 | 31.5 | 25.3 | 33.2 | 45.1 | 18.9 | 14.3 | 10.6 | 13.3 | 17.6 | 27.5 | 22.7 | 16.9 |
Treynor Ratio | NA | 0.48 | 0.15 | 0.13 | 0.1 | 0.05 | NA | NA | 0.04 | -0.06 | 0.16 | -0.18 | 0.16 | 0.06 | 0.23 | -0.16 | 0.27 | -0.01 | -0.02 | -0.07 | 0.25 | 0.21 | -0.11 | 0.05 | 0.32 | -0.45 | 0.11 | 0.3 | 0.07 | 0.2 | 0.38 | -0.22 | -0.25 | -0.13 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | -0.01 |
Beta | NA | 0.99 | 0.99 | 1.0 | 1.0 | 1.0 | NA | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 0.96 | 0.99 | 0.98 |
RSquared | NA | 0.97 | 0.97 | 0.99 | 0.99 | 1.0 | NA | NA | 0.99 | 0.99 | 0.99 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 0.99 | 1.0 | 1.0 | 1.0 | 0.92 | 0.98 | 0.97 |
Yield(%) | N/A | 0.5 | 1.8 | 3.4 | 3.6 | 3.2 | 4.6 | 4.0 | N/A | 3.6 | 3.6 | 2.6 | 3.4 | 2.2 | 4.0 | 3.2 | 3.3 | 3.5 | 3.1 | 4.2 | 3.3 | 3.4 | 3.9 | 4.7 | 4.8 | 3.9 | 3.5 | 3.4 | 2.8 | 2.8 | 3.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -87.2 | -44.2 | 0.7 | 12.3 | -18.9 | N/A | N/A | N/A | 13.0 | 12.6 | -13.3 | 63.1 | -33.5 | -0.2 | 19.4 | -5.0 | 3.6 | -32.9 | 48.9 | 11.3 | -23.9 | -17.5 | 24.1 | -35.1 | 23.2 | 30.0 | 31.4 | 20.8 | 24.7 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/31/2000
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) 0.36% (89%)
- MEURX (FRANKLIN MUTUAL EUROPEAN FUND CLASS Z) 0.50% (82%)
- DFCSX (CONTINENTAL SMALL COMPANY PORTFOLIO CONTINENTAL SMALL COMPANY PORTFOLIO - INSTITUTIONAL CLASS) 0.67% (80%)
- PRESX (T. ROWE PRICE EUROPEAN STOCK FUND T. ROWE PRICE EUROPEAN STOCK FUND) 0.44% (77%)
- JFEIX (JPMORGAN INTREPID EUROPEAN FUND CLASS L) 0.15% (75%)
- JFESX (JPMORGAN INTREPID EUROPEAN FUND SELECT CLASS) 0.15% (73%)
- EUGDX (MORGAN STANLEY EUROPEAN EQUITY FUND INC. I) 0.77% (70%)
- VESIX (VANGUARD EUROPEAN STOCK INDEX FUND INSTITUTIONAL SHARES) 0.39% (68%)
- VEUSX (VANGUARD EUROPEAN STOCK INDEX FUND ADMIRAL SHARES) 0.37% (66%)
- MAEFX (BlackRock EuroFd I) 0.37% (64%)
Best ETFs
- EZU (iShares MSCI Eurozone ETF) 0.61% (100%)
- FEZ (SPDR EURO STOXX 50 ETF) 0.89% (98%)
- VGK (Vanguard FTSE Europe ETF) 0.30% (95%)
- IEV (iShares Europe ETF) 0.43% (93%)
- DFE (WisdomTree Europe SmallCap Dividend Fund) 0.19% (86%)
- FDD (First Trust Stoxx European Select Dividend Index Fund) 0.13% (84%)
- FEP (First Trust Europe AlphaDEX Fund) 0.40% (52%)
- HEDJ (WisdomTree Europe Hedged Equity Fund) 0.79% (9%)