Fonds-Crashtest
Fonds | Punkte Gesamt |
Pkt. Perfor- mance |
Pkt. Stress- test |
Pkt. Rating | Perf. 3 Jahre |
Max. Verlust 3 Jahre |
Vol. in Mio. € |
|
---|---|---|---|---|---|---|---|---|
1 | DB X-Trackers MSCI EFM Africa TOP 50 Capped Index | 208 | 85 | 76 | 47 | 9.96 | 44.56 | 25 |
2 | Bellevue BB African Opportunities | 189 | 58 | 99 | 32 | -0.44 | 30.52 | 81 |
3 | Magna Africa Fund | 175 | 71 | 84 | 20 | 2.89 | 37.64 | 15 |
4 | Robeco Afrika Fonds | 158 | 64 | 80 | 14 | -5.58 | 41.85 | 39 |
5 | JPM Africa Equity | 152 | 56 | 71 | 25 | -8.32 | 47.62 | 189 |
6 | Silk African Lions Fund | 142 | 43 | 95 | 4 | -14.93 | 34.74 | 31 |
7 | Julius Baer Africa Focus Fund (EUR) B | 140 | 52 | 83 | 5 | -8.94 | 43.31 | 16 |
8 | Deutsche Invest Africa | 133 | 41 | 92 | 0 | -13.17 | 37.36 | 81 |
9 | Nordea African Equity Fund | 127 | 39 | 88 | 0 | -15.15 | 39.05 | 36 |
10 | Templeton Africa Fund | 113 | 18 | 91 | 4 | -22.07 | 44.08 | 65 |
Punkte Outperformance | ||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Fonds | Punkte Perf. |
Perf. 1 Jahr |
Pkt. Perf. 1 Jahr |
Perf. 3 Jahr |
Pkt. Perf. 3 Jahr |
Perf. 5 Jahr |
Pkt. Perf. 5 Jahr |
ges. | 1. Jahr |
2. Jahr |
3. Jahr |
4. Jahr |
5. Jahr |
|
1 | DB X-Trackers MSCI EFM Africa TOP 50 Capped Index | 85 | 0.91 | 26 | 9.96 | 24 | 40.44 | 20 | 15 | 5 | 5 | 5 | -5 | 5 |
2 | Magna Africa Fund | 71 | -2.74 | 25 | 2.89 | 22 | 22.45 | 14 | 10 | 5 | 5 | 5 | 0 | -5 |
3 | Robeco Afrika Fonds | 64 | -4.16 | 23 | -5.58 | 20 | 30.07 | 16 | 5 | -5 | 5 | -5 | 5 | 5 |
4 | Bellevue BB African Opportunities | 58 | -3.96 | 24 | -0.44 | 21 | 31.85 | 18 | -5 | -5 | -5 | 5 | -5 | 5 |
5 | JPM Africa Equity | 56 | -5.42 | 22 | -8.32 | 19 | 23.85 | 15 | 0 | -5 | 0 | -5 | 5 | 5 |
6 | Julius Baer Africa Focus Fund | 52 | 3.27 | 28 | -8.94 | 18 | -14.36 | 11 | -5 | 5 | -5 | 5 | -5 | -5 |
7 | Silk African Lions Fund | 43 | -14.35 | 20 | -14.93 | 16 | 1.47 | 12 | -5 | -5 | -5 | 5 | 5 | -5 |
8 | Deutsche Invest Africa | 41 | 4.88 | 29 | -13.17 | 17 | -14.46 | 10 | -15 | 5 | -5 | -5 | -5 | -5 |
9 | Nordea African Equity Fund | 39 | -8.48 | 21 | -15.15 | 15 | 6.39 | 13 | -10 | -5 | -5 | -5 | 5 | 0 |
10 | Templeton Africa Fund | 18 | -15.02 | 19 | -22.07 | 14 | 0 | -15 | -5 | -5 | -5 | 5 | -5 |
Fonds | Pkt Stresstest |
Vola 3 Jahre | Pkt. Vola 3 Jahre |
Max. Draw-down 3 Jahre |
Pkt. Max. Drawdown 3 Jahre |
Beta Faktor 3 Jahre |
Pkt. Beta Faktor 3 Jahre |
|
---|---|---|---|---|---|---|---|---|
1 | Bellevue BB African Opportunities | 99 | 11.76 | 30 | 30.52 | 40 | 0.76 | 29 |
2 | Silk African Lions Fund | 95 | 12.55 | 28 | 34.74 | 39 | 0.76 | 28 |
3 | Deutsche Invest Africa | 92 | 12.58 | 27 | 37.36 | 38 | 0.86 | 27 |
4 | Templeton Africa Fund | 91 | 11.88 | 29 | 44.08 | 32 | 0.73 | 30 |
5 | Nordea African Equity Fund | 88 | 13.78 | 26 | 39.05 | 36 | 0.97 | 26 |
6 | Magna Africa Fund | 84 | 15.06 | 24 | 37.64 | 37 | 1.05 | 23 |
7 | Julius Baer Africa Focus Fund | 83 | 14.97 | 25 | 43.31 | 33 | 0.98 | 25 |
8 | Robeco Afrika Fonds | 80 | 15.40 | 22 | 41.85 | 34 | 1.03 | 24 |
9 | DB X-Trackers MSCI EFM Africa TOP 50 Capped Index | 76 | 15.16 | 23 | 44.56 | 31 | 1.06 | 22 |
10 | JPM Africa Equity | 71 | 15.69 | 21 | 47.62 | 29 | 1.08 | 21 |
Fonds | Pkt Ratings |
Feri | Pkt. Feri |
FWW Fundstars |
Pkt. FWW Fundstars |
Lipper | Pkt. Lipper |
Morningstar | Pkt. Morningstar |
Sauren | Pkt. Sauren |
Telos | Pkt. Telos |
|
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
1 | DB X-Trackers MSCI EFM Africa TOP 50 Capped Index | 47 | 0 | 5 | 20 | 17 | 10 | 4 | 10 | 0 | 4 | 7 | ||
2 | Bellevue BB African Opportunities | 32 | 0 | 4 | 10 | 13 | 5 | 4 | 10 | 0 | 4 | 7 | ||
3 | JPM Africa Equity | 25 | 0 | 3 | 5 | 11 | 5 | 3 | 5 | 0 | 5 | 10 | ||
4 | Magna Africa Fund | 20 | 0 | 4 | 10 | 11 | 5 | 3 | 5 | 0 | 0 | |||
5 | Robeco Afrika Fonds | 14 | 0 | 3 | 5 | 9 | 0 | 3 | 5 | 0 | 3 | 4 | ||
6 | Julius Baer Africa Focus Fund | 5 | 0 | 3 | 5 | 6 | 0 | 1 | 0 | 0 | 1 | 0 | ||
7 | Templeton Africa Fund | 4 | 0 | 1 | 0 | 6 | 0 | 2 | 0 | 0 | 3 | 4 | ||
8 | Silk African Lions Fund | 4 | 0 | 1 | 0 | 6 | 0 | 2 | 0 | 0 | 3 | 4 | ||
9 | Deutsche Invest Africa | 0 | 0 | 2 | 0 | 6 | 0 | 2 | 0 | 0 | 1 | 0 | ||
10 | Nordea African Equity Fund | 0 | 0 | 1 | 0 | 4 | 0 | 2 | 0 | 0 | 2 | 0 |
Sortierkriterium: Punkte Gesamt, Quelle: Testverfahren DER FONDS, Berechnung und Daten: FWW Fundservices GmbH (Stichtag: 5. Oktober 2016), Wertentwicklung auf Euro-Basis