Fonds-Crashtest
Fonds | Punkte Gesamt |
Pkt. Perfor- mance |
Pkt. Stress- test |
Pkt. Rating | Perf. 3 Jahre |
Max. Verlust 3 Jahre |
Vol. in Mio. € |
|
---|---|---|---|---|---|---|---|---|
1 | Lupus Alpha Smaller German Champions | 252 | 89 | 93 | 70 | 53,57 | 16,38 | 285 |
2 | Uni-Deutschland XS | 186 | 66 | 70 | 50 | 41,91 | 20,53 | 693 |
3 | I-Shares M-Dax | 185 | 70 | 75 | 40 | 40,31 | 19,41 | 1899 |
4 | DWS German Small/Mid Cap | 183 | 85 | 73 | 25 | 41,00 | 20,52 | 188 |
5 | Warburg Small & Midcaps Deutschland | 180 | 68 | 82 | 30 | 39,78 | 20,45 | 77 |
6 | FPM Funds Stockpicker Germany Small/Mid Cap | 177 | 79 | 68 | 30 | 35,92 | 24,36 | 65 |
7 | Deka-Deutschland Nebenwerte CF | 175 | 51 | 84 | 40 | 43,82 | 17,56 | 70 |
8 | Comstage S-Dax ETF | 164 | 50 | 90 | 24 | 38,56 | 18,43 | 69 |
9 | KR Fonds Deutsche Aktien Spezial | 153 | 28 | 100 | 25 | 21,60 | 6,41 | 186 |
10 | Allianz Nebenwerte Deutschland | 146 | 54 | 72 | 20 | 25,46 | 19,69 | 697 |
11 | CS (Lux) Small and Mid Cap Germany Equity Fund | 143 | 46 | 80 | 17 | 25,49 | 19,99 | 319 |
12 | Value-Holdings Capital Partners Fund | 134 | 38 | 96 | 0 | 21,19 | 16,57 | 26 |
13 | UBS Equity Fund Small Caps Germany | 122 | 39 | 83 | 0 | 10,48 | 24,27 | 158 |
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 | Lupus Alpha Smaller German Champions | 89 | 17,11 | 25 | 53,57 | 25 | 130,91 | 19 | 20 | 0 | 5 | 5 | 5 | 5 |
2 | DWS German Small/Mid Cap | 85 | 16,81 | 23 | 41,00 | 22 | 138,55 | 20 | 20 | 0 | 5 | 5 | 5 | 5 |
3 | FPM Funds Stockpicker Germany Small/Mid Cap | 79 | 20,57 | 29 | 35,92 | 18 | 109,70 | 17 | 15 | 5 | 5 | -5 | 5 | 5 |
4 | I-Shares M-Dax | 70 | 18,80 | 26 | 40,31 | 21 | 116,85 | 18 | 5 | 5 | -5 | 5 | -5 | 5 |
5 | Warburg Small & Midcaps Deutschland | 68 | 19,44 | 28 | 39,78 | 20 | 104,83 | 15 | 5 | 5 | 5 | -5 | 5 | -5 |
6 | Uni-Deutschland XS | 66 | 14,46 | 22 | 41,91 | 23 | 107,54 | 16 | 5 | -5 | 5 | 5 | 5 | -5 |
7 | Allianz Nebenwerte Deutschland | 54 | 12,29 | 19 | 25,46 | 16 | 102,80 | 14 | 5 | -5 | -5 | 5 | 5 | 5 |
8 | Deka-Deutschland Nebenwerte CF | 51 | 19,35 | 27 | 43,82 | 24 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
9 | Comstage S-Dax ETF | 50 | 16,95 | 24 | 38,56 | 19 | 86,93 | 12 | -5 | 0 | 5 | 0 | -5 | -5 |
10 | CS (Lux) Small and Mid Cap Germany Equity Fund | 46 | 14,17 | 21 | 25,49 | 17 | 99,56 | 13 | -5 | -5 | -5 | -5 | 5 | 5 |
11 | UBS Equity Fund Small Caps Germany | 39 | 13,29 | 20 | 10,48 | 13 | 73,19 | 11 | -5 | -5 | -5 | -5 | 5 | 5 |
12 | Value-Holdings Capital Partners Fund | 38 | 23,74 | 30 | 21,19 | 14 | 36,22 | 9 | -15 | 5 | -5 | -5 | -5 | -5 |
13 | KR Fonds Deutsche Aktien Spezial | 28 | 12,12 | 18 | 21,60 | 15 | 43,03 | 10 | -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 | KR Fonds Deutsche Aktien Spezial | 100 | 4,36 | 30 | 6,41 | 40 | 0,26 | 30 |
2 | Value-Holdings Capital Partners Fund | 96 | 11,64 | 29 | 16,57 | 38 | 0,74 | 29 |
3 | Lupus Alpha Smaller German Champions | 93 | 13,46 | 28 | 16,38 | 39 | 1,03 | 26 |
4 | Comstage S-Dax ETF | 90 | 13,72 | 27 | 18,43 | 36 | 1,02 | 27 |
5 | Deka-Deutschland Nebenwerte CF | 84 | 14,37 | 24 | 17,56 | 37 | 1,09 | 23 |
6 | UBS (D) Equity Fund Small Caps Germany | 83 | 13,9 | 26 | 24,27 | 29 | 1,01 | 28 |
7 | Warburg Small & Midcaps Deutschland | 82 | 14,04 | 25 | 20,45 | 32 | 1,04 | 25 |
8 | CS (Lux) Small and Mid Cap Germany Equity Fund | 80 | 14,51 | 23 | 19,99 | 33 | 1,09 | 24 |
9 | I-Shares M-Dax | 75 | 14,91 | 21 | 19,41 | 35 | 1,12 | 19 |
10 | DWS German Small/Mid Cap | 73 | 14,73 | 22 | 20,52 | 31 | 1,11 | 20 |
11 | Allianz Nebenwerte Deutschland | 72 | 15,3 | 20 | 19,69 | 34 | 1,15 | 18 |
12 | Uni-Deutschland XS | 70 | 15,52 | 19 | 20,53 | 30 | 1,11 | 21 |
13 | FPM Funds Stockpicker Germany Small/Mid | 68 | 15,99 | 18 | 24,36 | 28 | 1,10 | 22 |
Fonds | Pkt Ratings |
Feri | Pkt. Feri |
FWW Fundstars |
Pkt. FWW Fundstars |
Lipper | Pkt. Lipper |
Morningstar | Pkt. Morningstar |
Sauren | Pkt. Sauren |
Telos | Pkt. Telos |
|
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
1 | Lupus Alpha Smaller German Champions | 70 | A | 20 | 5 | 20 | 16 | 10 | 5 | 20 | 0 | 0 | ||
2 | Uni-Deutschland XS | 50 | C | 5 | 3 | 5 | 17 | 10 | 5 | 20 | 0 | 5 | 10 | |
3 | Deka-Deutschland Nebenwerte CF | 40 | B,ur | 0 | 5 | 20 | 16 | 10 | 4 | 10 | 0 | 0 | ||
4 | I-Shares M-Dax | 40 | B | 10 | 4 | 10 | 16 | 10 | 4 | 10 | 0 | 0 | ||
5 | FPM Funds Stockpicker Germany Small/Mid Cap | 30 | B | 10 | 3 | 5 | 10 | 5 | 4 | 10 | 0 | 0 | ||
6 | Warburg Small & Midcaps Deutschland | 30 | 0 | 4 | 10 | 15 | 10 | 4 | 10 | 0 | 0 | |||
7 | KR Fonds Deutsche Aktien Spezial | 25 | D | 0 | 5 | 20 | 10 | 5 | 2 | 0 | 0 | 2 | 0 | |
8 | DWS German Small/Mid Cap | 25 | B | 10 | 0 | 15 | 10 | 3 | 5 | 0 | 0 | |||
9 | Comstage S-Dax ETF | 24 | D | 0 | 3 | 5 | 14 | 10 | 3 | 5 | 0 | 3 | 4 | |
10 | Allianz Nebenwerte Deutschland | 20 | C | 5 | 2 | 0 | 11 | 5 | 4 | 10 | 0 | 0 | ||
11 | CS (Lux) Small and Mid Cap Germany Equity Fund | 17 | C | 5 | 1 | 0 | 8 | 0 | 3 | 5 | 2 | 7 | 0 | |
12 | UBS Equity Fund Small Caps Germany | 0 | D | 0 | 1 | 0 | 8 | 0 | 2 | 0 | 0 | 0 | ||
13 | Value-Holdings Capital Partners Fund | 0 | E | 0 | 2 | 0 | 7 | 0 | 2 | 0 | 0 | 1 | 0 |
Sortierkriterium: Punkte Gesamt, Quelle: Testverfahren DER FONDS, Berechnung und Daten: FWW Fundservices GmbH (Stichtag: 7. März 2016), Wertentwicklung auf Euro-Basis