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Fonds-Crashtest

DAS INVESTMENT kürt gemeinsam mit der Münchner Analysegesellschaft FWW Fundservices GmbH in jeder Ausgabe die besten Angebote einer Anlagekategorie (Aktien Global, Aktien Europa, Hochzinsanleihen etc.). Dabei berücksichtigt die Redaktion nur Fonds, die mindestens fünf Jahre alt sind und mindestens 10 Millionen Euro Volumen auf die Waage bringen. Punkten können die Testteilnehmer in drei Bereichen: Performance, Stressverhalten, Aktives Management. Die dort erzielten Ergebnisse fließen im Verhältnis 40/30/30 in das Endergebnis ein. Mehr Infos zum Testverfahren.

Rang Fondsname Punkte Gesamt Punkte Performance Punkte Stresstest Punkte Aktives Management Fondsvolumen (Mio. EUR) ISIN
1 T. Rowe Price US Smaller Companies Equity 74 28 25 21 1,322 LU0133096635
2 UBS (Lux) Mid Caps USA 72 29 18 25 131 LU0049842262
3 Deka MSCI USA Mid Caps ETF 66 19 30 17 16 DE000ETFL276
4 JPM US Small Cap Growth 60 26 7 27 303 LU0053671581
5 Janus Henderson US Venture Fund 57 30 7 20 172 IE0009354923
6 Schroder ISF US Small & Mid-Cap Equity A Acc 53 13 30 10 1,300 LU0205193047
7 JPM US Smaller Companies A (dist) - USD 51 21 15 15 755 LU0053697206
8 iShares MSCI USA Small Cap UCITS ETF B 47 24 11 12 439 IE00B3VWM098
9 AMUNDI FUNDS Wells Fargo US Mid Cap AU (C) 47 13 18 16 56 LU0568602667
10 Neuberger Berman US Small Cap Fund USD A Acc. 44 18 13 13 324 IE00B64QTZ34
11 SPDR S&P 400 US Mid Cap UCITS ETF 41 10 19 12 813 IE00B4YBJ215
12 Schroder ISF US Smaller Companies A Dis 38 12 20 6 303 LU0012050646
13 ComStage S&P MidCap 400 UCITS ETF I 34 7 19 8 20 LU0392495965
14 UBS (Lux) Equity Fund - Small Caps USA (USD) P-acc 33 23 0 10 48 LU0038842364
15 Parvest Equity USA Small Cap C 30 19 1 10 574 LU0823410997
16 iShares S&P SmallCap 600 UCITS ETF 27 16 3 8 780 IE00B2QWCY14
17 Threadneedle American Smaller Companies Fund 1 EUR acc. 26 14 2 10 726 GB00B0WGY707
18 Robeco BP US Select Opportunities Equities (USD) D 26 8 11 7 1,499 LU0674140396
19 Vaughan Nelson U.S. Select Equity Fund C/A (USD) 25 8 14 3 155 LU0389364760
20 Hermes US SMID Equity Fund R EUR Acc. 22 10 11 1 932 IE00B8JBC584
21 L&G Russell 2000 US Small Cap UCITS ETF USD Acc. ETF (DE) 19 14 0 5 41 DE000A0Q8NE4
22 US Opportunities 19 11 1 7 12 LU0194366240
23 BlackRock Global Funds - US Small & MidCap Opport A2 USD 18 3 14 1 166 LU0006061336
24 Goldman Sachs US Small Cap CORE (SM) Equity Portf. BaseClose 18 15 1 2 248 LU0234576444
25 Invesco Russell 2000 UCITS ETF 17 14 0 3 226 IE00B60SX402
26 Threadneedle (Lux) American Smaller Companies 1U 17 13 3 1 229 LU1864950719
27 ComStage S&P SmallCap 600 UCITS ETF I 17 12 1 4 72 LU0392496005
28 BMO US Smaller Companies A Inc USD 15 4 10 1 13 LU0153358154
29 Legg Mason Royce US Small Cap Opportunity Fd A USD auss. (A) 15 8 0 7 665 IE0031619046
30 Parvest Equity USA Mid Cap C 13 3 0 10 182 LU0154245756
31 Amundi Funds II - Pioneer U.S. Mid Cap Value E EUR (ND) 13 3 7 3 179 LU0133618602
32 Nordea 1 - North American Small Cap Fund BP-USD 12 6 1 5 192 LU0826405176
33 AB SICAV I - US Small and Mid-Cap Portfolio A EUR 11 6 0 5 103 LU0493246424
34 Legg Mason Royce US Smaller Companies Fd A USD auss. (A) 10 3 0 7 82 IE0034390439
35 KBC Equity Fund US Small Caps (thes.) 3 3 0 0 74 BE0168342476
Rang Fondsname ISIN Punkte Perf. Perf. 1 Jahr (%) Punkte Perf. 1 Jahr Perf. 3 Jahre (%) Punkte Perf. 3 Jahre Perf. 5 Jahre (%) Punkte Perf. 5 Jahre Punkte Outperf.
1 Janus Henderson US Venture Fund IE0009354923 30 10.42 5 54.21 5 101.05 5 15
2 UBS (Lux) Mid Caps USA LU0049842262 29 20.78 5 66.41 5 106.42 5 14
3 T. Rowe Price US Smaller Companies Equity LU0133096635 28 15.21 5 53.47 4 108.80 5 14
4 JPM US Small Cap Growth LU0053671581 26 8.33 4 89.54 5 125.04 5 12
5 iShares MSCI USA Small Cap UCITS ETF B IE00B3VWM098 24 5.75 2 44.97 4 85.26 3 15
6 UBS (Lux) Equity Fund - Small Caps USA (USD) P-acc LU0038842364 23 7.95 3 64.62 5 82.52 3 12
7 JPM US Smaller Companies A (dist) - USD LU0053697206 21 4.51 1 40.91 2 91.92 4 14
8 Deka MSCI USA Mid Caps ETF DE000ETFL276 19 9.71 4 40.50 2 85.32 4 9
9 Parvest Equity USA Small Cap C LU0823410997 19 3.05 0 47.13 4 90.67 4 11
10 Neuberger Berman US Small Cap Fund USD A Acc. IE00B64QTZ34 18 11.26 5 45.00 4 83.99 3 6
11 iShares S&P SmallCap 600 UCITS ETF IE00B2QWCY14 16 1.28 0 44.02 3 89.45 4 9
12 Goldman Sachs US Small Cap CORE (SM) Equity Portf. BaseClose LU0234576444 15 1.68 0 44.92 3 83.61 3 9
13 Invesco Russell 2000 UCITS ETF IE00B60SX402 14 2.28 0 44.95 3 80.79 2 9
14 L&G Russell 2000 US Small Cap UCITS ETF USD Acc. ETF (DE) DE000A0Q8NE4 14 2.02 0 44.42 3 80.48 2 9
15 Threadneedle American Smaller Companies Fund 1 EUR acc. GB00B0WGY707 14 6.37 3 38.17 1 77.68 1 9
16 Schroder ISF US Small & Mid-Cap Equity A Acc LU0205193047 13 6.29 2 29.25 0 82.20 2 9
17 AMUNDI FUNDS Wells Fargo US Mid Cap AU (C) LU0568602667 13 8.75 4 25.81 0 71.22 0 9
18 Threadneedle (Lux) American Smaller Companies 1U LU1864950719 13 6.47 3 38.79 1 76.67 0 9
19 ComStage S&P SmallCap 600 UCITS ETF I LU0392496005 12 1.46 0 43.07 2 79.75 1 9
20 Schroder ISF US Smaller Companies A Dis LU0012050646 12 5.36 2 35.37 0 77.79 1 9
21 US Opportunities LU0194366240 11 8.45 4 35.82 1 46.73 0 6
22 SPDR S&P 400 US Mid Cap UCITS ETF IE00B4YBJ215 10 4.58 1 36.90 1 81.63 2 6
23 Hermes US SMID Equity Fund R EUR Acc. IE00B8JBC584 10 7.15 3 29.67 0 79.36 1 6
24 Robeco BP US Select Opportunities Equities (USD) D LU0674140396 8 3.09 0 27.51 0 74.01 0 8
25 Vaughan Nelson U.S. Select Equity Fund C/A (USD) LU0389364760 8 5.88 2 28.56 0 61.56 0 6
26 Legg Mason Royce US Small Cap Opportunity Fd A USD auss. (A) IE0031619046 8 -7.32 0 41.15 2 50.66 0 6
27 ComStage S&P MidCap 400 UCITS ETF I LU0392495965 7 4.64 1 34.90 0 75.45 0 6
28 AB SICAV I - US Small and Mid-Cap Portfolio A EUR LU0493246424 6 -2.48 0 30.09 0 59.60 0 6
29 Nordea 1 - North American Small Cap Fund BP-USD LU0826405176 6 -4.58 0 23.88 0 52.55 0 6
30 BMO US Smaller Companies A Inc USD LU0153358154 4 4.67 1 32.80 0 64.85 0 3
31 BlackRock Global Funds - US Small & MidCap Opport A2 USD LU0006061336 3 2.90 0 24.04 0 60.23 0 3
32 Legg Mason Royce US Smaller Companies Fd A USD auss. (A) IE0034390439 3 1.00 0 34.57 0 43.49 0 3
33 Parvest Equity USA Mid Cap C LU0154245756 3 1.46 0 29.74 0 39.41 0 3
34 KBC Equity Fund US Small Caps (thes.) BE0168342476 3 -2.64 0 27.86 0 57.29 0 3
35 Amundi Funds II - Pioneer U.S. Mid Cap Value E EUR (ND) LU0133618602 3 -0.02 0 18.10 0 45.29 0 3
Rang Fondsname ISIN Punkte Stresstest Volatilität 5 Jahre (%) Punkte Volatilität 5 Jahre Maximaler Verlust 5 Jahre (%) Punkte Maximaler Verlust 5 Jahre Sharpe Ratio 5 Jahre Punkte Sharpe Ratio 5 Jahre
1 Schroder ISF US Small & Mid-Cap Equity A Acc LU0205193047 30 14.05 10 18.52 10 0.97 10
2 Deka MSCI USA Mid Caps ETF DE000ETFL276 30 14.69 10 20.66 10 0.97 10
3 T. Rowe Price US Smaller Companies Equity LU0133096635 25 15.54 5 19.60 10 1.07 10
4 Schroder ISF US Smaller Companies A Dis LU0012050646 20 15.59 5 20.85 10 0.84 5
5 ComStage S&P MidCap 400 UCITS ETF I LU0392495965 19 15.17 7 21.14 7 0.86 5
6 SPDR S&P 400 US Mid Cap UCITS ETF IE00B4YBJ215 19 15.15 7 23.26 5 0.91 7
7 AMUNDI FUNDS Wells Fargo US Mid Cap AU (C) LU0568602667 18 14.65 10 21.93 5 0.81 3
8 UBS (Lux) Mid Caps USA LU0049842262 18 15.52 5 24.30 3 1.02 10
9 JPM US Smaller Companies A (dist) - USD LU0053697206 15 15.91 3 22.77 5 0.92 7
10 BlackRock Global Funds - US Small & MidCap Opport A2 USD LU0006061336 14 14.71 10 24.75 3 0.77 1
11 Vaughan Nelson U.S. Select Equity Fund C/A (USD) LU0389364760 14 15.38 7 21.78 7 0.70 0
12 Neuberger Berman US Small Cap Fund USD A Acc. IE00B64QTZ34 13 15.46 5 23.49 3 0.89 5
13 Robeco BP US Select Opportunities Equities (USD) D LU0674140396 11 15.84 3 22.46 5 0.80 3
14 Hermes US SMID Equity Fund R EUR Acc. IE00B8JBC584 11 16.43 1 21.26 7 0.80 3
15 iShares MSCI USA Small Cap UCITS ETF B IE00B3VWM098 11 16.29 3 25.30 3 0.85 5
16 BMO US Smaller Companies A Inc USD LU0153358154 10 15.97 3 21.72 7 0.70 0
17 Janus Henderson US Venture Fund IE0009354923 7 17.28 0 26.90 0 0.90 7
18 JPM US Small Cap Growth LU0053671581 7 20.34 0 35.17 0 0.89 7
19 Amundi Funds II - Pioneer U.S. Mid Cap Value E EUR (ND) LU0133618602 7 15.35 7 26.17 0 0.56 0
20 iShares S&P SmallCap 600 UCITS ETF IE00B2QWCY14 3 17.44 0 27.50 0 0.82 3
21 Threadneedle (Lux) American Smaller Companies 1U LU1864950719 3 16.67 1 25.58 1 0.77 1
22 Threadneedle American Smaller Companies Fund 1 EUR acc. GB00B0WGY707 2 16.76 1 28.92 0 0.77 1
23 Nordea 1 - North American Small Cap Fund BP-USD LU0826405176 1 18.56 0 25.48 1 0.53 0
24 Parvest Equity USA Small Cap C LU0823410997 1 18.22 0 30.31 0 0.79 1
25 Goldman Sachs US Small Cap CORE (SM) Equity Portf. BaseClose LU0234576444 1 17.66 0 25.71 1 0.76 0
26 ComStage S&P SmallCap 600 UCITS ETF I LU0392496005 1 17.33 0 26.04 1 0.76 0
27 US Opportunities LU0194366240 1 16.64 1 29.98 0 0.54 0
28 Legg Mason Royce US Smaller Companies Fd A USD auss. (A) IE0034390439 0 16.92 0 28.63 0 0.51 0
29 Parvest Equity USA Mid Cap C LU0154245756 0 17.78 0 28.98 0 0.47 0
30 KBC Equity Fund US Small Caps (thes.) BE0168342476 0 17.17 0 27.73 0 0.60 0
31 L&G Russell 2000 US Small Cap UCITS ETF USD Acc. ETF (DE) DE000A0Q8NE4 0 17.68 0 27.02 0 0.74 0
32 UBS (Lux) Equity Fund - Small Caps USA (USD) P-acc LU0038842364 0 20.41 0 35.80 0 0.64 0
33 Legg Mason Royce US Small Cap Opportunity Fd A USD auss. (A) IE0031619046 0 19.61 0 32.00 0 0.46 0
34 Invesco Russell 2000 UCITS ETF IE00B60SX402 0 17.70 0 26.99 0 0.74 0
35 AB SICAV I - US Small and Mid-Cap Portfolio A EUR LU0493246424 0 16.81 0 26.35 0 0.64 0
Rang Fondsname ISIN Punkte Aktives Management Tracking Error 5 Jahre (%) Punkte Tracking Error 5 Jahre Jensen's Alpha 5 Jahre Punkte Jensen's Alpha 5 Jahre Information Ratio 5 Jahre Punkte Information Ratio 5 Jahre
1 JPM US Small Cap Growth LU0053671581 27 6.97 10 0.21 7 0.05 10
2 UBS (Lux) Mid Caps USA LU0049842262 25 5.04 5 0.29 10 0.06 10
3 T. Rowe Price US Smaller Companies Equity LU0133096635 21 4.02 1 0.41 10 0.07 10
4 Janus Henderson US Venture Fund IE0009354923 20 4.92 3 0.23 10 0.04 7
5 Deka MSCI USA Mid Caps ETF DE000ETFL276 17 2.66 0 0.18 7 0.06 10
6 AMUNDI FUNDS Wells Fargo US Mid Cap AU (C) LU0568602667 16 7.01 10 0.12 5 0.00 1
7 JPM US Smaller Companies A (dist) - USD LU0053697206 15 3.83 0 0.24 10 0.03 5
8 Neuberger Berman US Small Cap Fund USD A Acc. IE00B64QTZ34 13 4.32 3 0.21 7 0.01 3
9 SPDR S&P 400 US Mid Cap UCITS ETF IE00B4YBJ215 12 3.08 0 0.12 5 0.04 7
10 iShares MSCI USA Small Cap UCITS ETF B IE00B3VWM098 12 1.82 0 0.12 5 0.04 7
11 Parvest Equity USA Small Cap C LU0823410997 10 3.65 0 0.05 3 0.03 7
12 Threadneedle American Smaller Companies Fund 1 EUR acc. GB00B0WGY707 10 5.57 7 0.09 3 0.00 0
13 Schroder ISF US Small & Mid-Cap Equity A Acc LU0205193047 10 3.25 0 0.17 7 0.01 3
14 Parvest Equity USA Mid Cap C LU0154245756 10 7.44 10 -0.41 0 -0.04 0
15 UBS (Lux) Equity Fund - Small Caps USA (USD) P-acc LU0038842364 10 6.47 10 -0.17 0 0.00 0
16 ComStage S&P MidCap 400 UCITS ETF I LU0392495965 8 2.47 0 0.05 3 0.03 5
17 iShares S&P SmallCap 600 UCITS ETF IE00B2QWCY14 8 3.33 0 0.09 3 0.03 5
18 Legg Mason Royce US Small Cap Opportunity Fd A USD auss. (A) IE0031619046 7 5.84 7 -0.42 0 -0.05 0
19 US Opportunities LU0194366240 7 5.95 7 -0.32 0 -0.05 0
20 Legg Mason Royce US Smaller Companies Fd A USD auss. (A) IE0034390439 7 6.20 7 -0.37 0 -0.06 0
21 Robeco BP US Select Opportunities Equities (USD) D LU0674140396 7 5.02 5 0.02 1 0.01 1
22 Schroder ISF US Smaller Companies A Dis LU0012050646 6 4.08 1 0.15 5 0.00 0
23 L&G Russell 2000 US Small Cap UCITS ETF USD Acc. ETF (DE) DE000A0Q8NE4 5 2.04 0 -0.03 0 0.01 5
24 AB SICAV I - US Small and Mid-Cap Portfolio A EUR LU0493246424 5 4.98 5 -0.23 0 -0.04 0
25 Nordea 1 - North American Small Cap Fund BP-USD LU0826405176 5 5.34 5 -0.29 0 -0.04 0
26 ComStage S&P SmallCap 600 UCITS ETF I LU0392496005 4 2.81 0 0.01 1 0.01 3
27 Amundi Funds II - Pioneer U.S. Mid Cap Value E EUR (ND) LU0133618602 3 4.12 3 -0.27 0 -0.06 0
28 Vaughan Nelson U.S. Select Equity Fund C/A (USD) LU0389364760 3 4.34 3 -0.12 0 -0.04 0
29 Invesco Russell 2000 UCITS ETF IE00B60SX402 3 2.04 0 -0.03 0 0.01 3
30 Goldman Sachs US Small Cap CORE (SM) Equity Portf. BaseClose LU0234576444 2 3.19 0 0.02 1 0.01 1
31 Hermes US SMID Equity Fund R EUR Acc. IE00B8JBC584 1 3.35 0 -0.06 0 0.00 1
32 Threadneedle (Lux) American Smaller Companies 1U LU1864950719 1 3.87 1 -0.09 0 -0.01 0
33 BlackRock Global Funds - US Small & MidCap Opport A2 USD LU0006061336 1 4.12 1 -0.04 0 -0.04 0
34 BMO US Smaller Companies A Inc USD LU0153358154 1 3.73 0 -0.02 1 -0.03 0
35 KBC Equity Fund US Small Caps (thes.) BE0168342476 0 3.58 0 -0.18 0 -0.05 0

Sortierkriterium: Punkte Gesamt, Quelle: Testverfahren DAS INVESTMENT, Berechnung und Daten: FWW Fundservices GmbH (Stichtag: 20. Mai 2019), Wertentwicklung auf Euro-Basis

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