Nasdaq - Delayed Quote USD

Morgan Stanley Europe Opportunity A (EUGAX)

26.50
+0.15
+(0.57%)
At close: 8:06:58 AM EST

Performance Overview

Morningstar Return Rating --
YTD Return 9.02%
5y Average Return 7.93%
Number of Years Up 17
Number of Years Down 10
Best 1Y Total Return (Feb 11, 2025) 55.11%
Worst 1Y Total Return (Feb 11, 2025) --
Best 3Y Total Return 55.11%
Worst 3Y Total Return -8.20%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
EUGAX
Category
YTD
7.99%
12.84%
1-Month
7.99%
-1.13%
3-Month
10.36%
7.61%
1-Year
20.22%
37.22%
3-Year
-0.28%
9.43%
5-Year
8.48%
10.86%
10-Year
6.19%
6.49%
Last Bull Market
9.27%
18.36%
Last Bear Market
-24.43%
-24.49%

Annual Total Return (%) History

Year
EUGAX
Category
2024
12.05%
--
2023
24.75%
--
2022
-44.65%
--
2021
15.34%
--
2020
55.11%
7.98%
2019
26.86%
24.68%
2018
-13.30%
-15.13%
2017
22.70%
23.70%

2016
-2.99%
-1.66%
2015
-5.63%
1.70%
2014
-9.52%
-7.30%
2013
26.82%
26.52%
2012
17.87%
20.94%
2011
-10.19%
-15.15%
2010
6.55%
10.51%
2009
27.32%
47.32%
2008
-42.67%
-49.79%
2007
15.34%
12.52%
2006
29.49%
33.56%
2005
8.27%
15.27%
2004
12.46%
21.40%
2003
28.97%
39.00%
2002
-18.43%
-13.89%
2001
-17.78%
-19.15%
2000
-4.90%
-9.12%
1999
28.67%
30.54%
1998
23.36%
18.93%
1997
--
19.59%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 10.01% -4.42% 9.61% -2.78%
2023 22.27% 5.82% -14.08% 12.23%
2022 -26.22% -24.43% -14.75% 16.43%
2021 0.38% 12.79% -1.14% 3.05%
2020 -14.68% 30.36% 12.84% 23.59%
2019 11.88% 5.39% -1.46% 9.18%
2018 -1.65% 2.00% 0.53% -14.03%
2017 7.90% 7.92% 2.78% 2.52%
2016 -2.15% -1.88% 2.37% -1.29%
2015 4.94% 0.11% -9.68% -0.55%

2014 0.45% 1.23% -6.27% -5.06%
2013 3.39% 0.36% 12.13% 9.00%
2012 10.38% -6.89% 7.61% 6.58%
2011 5.06% 2.91% -21.85% 6.28%
2010 -2.55% -15.18% 21.46% 6.14%
2009 -16.34% 21.29% 20.85% 3.82%
2008 -10.79% -3.02% -17.52% -19.66%
2007 3.32% 8.88% 0.87% 1.65%
2006 9.53% 1.55% 6.28% 9.54%
2005 -0.36% -2.43% 7.72% 3.39%
2004 -0.47% 0.00% -1.77% 15.03%
2003 -10.82% 19.42% 2.68% 17.94%
2002 -0.28% -4.67% -21.55% 9.38%
2001 -14.85% 0.40% -12.29% 9.65%
2000 2.55% -2.40% -7.83% 3.09%
1999 0.41% 1.90% 0.50% 25.13%
1998 20.10% 4.92% -15.68% 16.10%
1997 -2.08% -- -- --

Rank in Category (By Total Return)

YTD 1
1-Month 1
3-Month 1
1-Year 2
3-Year 89
5-Year 27

Load Adjusted Returns

1-Year 13.91%
3-Year -2.06%
5-Year 7.32%
10-Year 5.62%

Performance & Risk

YTD Return 9.02%
5y Average Return 7.93%
Rank in Category (ytd) 1
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.44
Morningstar Risk Rating

Fund Overview

Category Europe Stock
Fund Family Morgan Stanley
Net Assets 114.28M
YTD Return 7.99%
Yield 0.00%
Morningstar Rating
Inception Date Jul 28, 1997

Fund Summary

Under normal market conditions, the Adviser seeks to achieve the fund’s investment objective by investing primarily in high quality established and emerging companies located in Europe that the investment team believes are undervalued at the time of purchase. The Adviser emphasizes a bottom-up stock selection process, seeking attractive investments on an individual company basis. The fund will normally invest at least 80% of its assets in equity securities issued by issuers located in European countries.

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