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 | 231 | 85 | 86 | 60 | 85.3% | 16.2% | 29 |
2 | I-Shares M-Dax | 222 | 73 | 89 | 60 | 86.5% | 14.3% | 1,036 |
3 | Uni Deutschland XS | 188 | 72 | 82 | 34 | 77.6% | 16.7% | 40 |
4 | Allianz Nebenwerte Deutschland | 182 | 73 | 79 | 30 | 80.8% | 18.2% | 644 |
5 | DWS German Small/Mid Cap | 180 | 81 | 69 | 30 | 98.6% | 17.1% | 128 |
6 | CS Equity Fund Small and Mid Cap Germany | 177 | 59 | 76 | 42 | 86.4% | 18.7% | 429 |
7 | DC Value One AMI | 155 | 35 | 100 | 20 | 15.6% | 2.9% | 16 |
8 | UBS Equity Fund Mid Caps Germany | 145 | 52 | 73 | 20 | 72.4% | 16.9% | 74 |
9 | Value-Holdings Capital Partners Fund | 141 | 38 | 93 | 10 | 23.3% | 15.3% | 23 |
10 | KR Fonds Deutsche Aktien Spezial | 140 | 33 | 97 | 10 | 26.9% | 6.4% | 67 |
11 | FPM Funds Stockpicker Germany Small/Mid Cap | 136 | 45 | 81 | 10 | 63.4% | 24.4% | 44 |
12 | UBS Equity Fund Small Caps Germany | 135 | 52 | 68 | 15 | 69.8% | 21.7% | 104 |
13 | Comstage S-Dax ETF | 124 | 41 | 73 | 10 | 58.2% | 18.4% | 43 |
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 | 85 | 10.5% | 29 | 85.3% | 22 | 121.9% | 19 | 15 | 5 | 5 | 5 | -5 | 5 |
2 | DWS German Small/Mid Cap | 81 | 8.9% | 28 | 98.6% | 25 | 117.9% | 18 | 10 | 5 | 5 | 5 | -5 | 0 |
3 | I-Shares M-Dax | 73 | 3.8% | 24 | 86.5% | 24 | 123.9% | 20 | 5 | -5 | 5 | 5 | -5 | 5 |
4 | Allianz Nebenwerte Deutschland A | 73 | 4.3% | 26 | 80.8% | 21 | 112.8% | 16 | 10 | 0 | 5 | 5 | -5 | 5 |
5 | Uni Deutschland XS | 72 | 12.6% | 30 | 77.6% | 20 | 115.6% | 17 | 5 | 5 | 5 | -5 | -5 | 5 |
6 | CS Equity Fund Small and Mid Cap Germany | 59 | 2.9% | 21 | 86.4% | 23 | 106.6% | 15 | 0 | -5 | 5 | 5 | -5 | 0 |
7 | UBS Equity Fund Small Caps Germany | 52 | 3.4% | 22 | 69.8% | 18 | 88.9% | 12 | 0 | -5 | 5 | 0 | -5 | 5 |
8 | UBS Equity Fund Mid Caps Germany | 52 | -0.3% | 20 | 72.4% | 19 | 95.3% | 13 | 0 | -5 | 5 | 5 | -5 | 0 |
9 | FPM Funds Stockpicker Germany Small/Mid Cap | 45 | -1.8% | 19 | 63.4% | 17 | 97.9% | 14 | -5 | -5 | 5 | -5 | 5 | -5 |
10 | Comstage S-DAX ETF | 41 | 4.2% | 25 | 58.2% | 16 | - | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
11 | Value-Holdings Capital Partners Fund | 38 | -2.5% | 18 | 23.3% | 14 | 76.0% | 11 | -5 | -5 | -5 | -5 | 5 | 5 |
12 | DC Value One AMI | 35 | 4.4% | 27 | 15.6% | 13 | - | 0 | -5 | 5 | -5 | -5 | 5 | -5 |
13 | KR Fonds Deutsche Aktien Spezial | 33 | 3.5% | 23 | 26.9% | 15 | 31.5% | 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 | DC Value One AMI | 100 | 2.2% | 30 | 2.9% | 40 | 0.13 | 30 |
2 | KR Fonds Deutsche Aktien Spezial | 97 | 4.2% | 29 | 6.4% | 39 | 0.28 | 29 |
3 | Value-Holdings Capital Partners Fund | 93 | 9.8% | 28 | 15.3% | 37 | 0.75 | 28 |
4 | I-Shares M-Dax | 89 | 12.6% | 25 | 14.3% | 38 | 1.17 | 26 |
5 | Lupus alpha Smaller German Champions | 86 | 12.3% | 27 | 16.2% | 36 | 1.20 | 23 |
6 | Uni Deutschland XS | 82 | 12.9% | 22 | 16.7% | 35 | 1.19 | 25 |
7 | FPM Funds Stockpicker Germany Small/Mid Cap | 81 | 12.4% | 26 | 24.4% | 28 | 1.13 | 27 |
8 | Allianz Nebenwerte Deutschland | 79 | 12.8% | 23 | 18.2% | 32 | 1.20 | 24 |
9 | CS Equity Fund Small and Mid Cap Germany | 76 | 12.6% | 24 | 18.7% | 30 | 1.21 | 22 |
10 | UBS Equity Fund Mid Caps Germany | 73 | 13.2% | 20 | 16.9% | 34 | 1.26 | 19 |
11 | Comstage S-Dax ETF | 73 | 13.1% | 21 | 18.4% | 31 | 1.21 | 21 |
12 | DWS German Small/Mid Cap | 69 | 13.6% | 18 | 17.1% | 33 | 1.30 | 18 |
13 | UBS Equity Fund Small Caps Germany | 68 | 13.5% | 19 | 21.7% | 29 | 1.22 | 20 |
Fonds | Pkt Ratings |
Feri | Pkt. Feri |
FWW Fundstars |
Pkt. FWW Fundstars |
Lipper | Pkt. Lipper |
Morningstar | Pkt. Morningstar |
Sauren | Pkt. Sauren |
Telos | Pkt. Telos |
|
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
1 | I-Shares M-Dax | 60 | A | 20 | 5 | 20 | 17 | 10 | 4 | 10 | 0 | 0 | ||
2 | Lupus Alpha Smaller German Champions | 60 | A | 20 | 5 | 20 | 16 | 10 | 4 | 10 | 0 | 0 | ||
3 | CS Equity Fund Small and Mid Cap Germany | 42 | B | 10 | 4 | 10 | 12 | 5 | 4 | 10 | 2 | 7 | 0 | |
4 | Uni Deutschland XS | 34 | C | 5 | 4 | 10 | 13 | 5 | 4 | 10 | 1 | 4 | 0 | |
5 | Allianz Nebenwerte Deutschland | 30 | B | 10 | 3 | 5 | 13 | 5 | 4 | 10 | 0 | 0 | ||
6 | DWS German Small/Mid Cap | 30 | B | 10 | 0 | 16 | 10 | 4 | 10 | 0 | 0 | |||
7 | UBS Equity Fund Mid Caps Germany | 20 | C | 5 | 3 | 5 | 12 | 5 | 3 | 5 | 0 | 0 | ||
8 | DC Value One AMI | 20 | 0 | 5 | 20 | 9 | 0 | 1 | 0 | 0 | 0 | |||
9 | UBS Equity Fund Small Caps Germany | 15 | D | 0 | 1 | 0 | 11 | 5 | 4 | 10 | 0 | 0 | ||
10 | Value-Holdings Capital Partners Fund | 10 | D | 0 | 1 | 0 | 10 | 5 | 3 | 5 | 0 | 2 | 0 | |
11 | FPM Funds Stockpicker Germany Small/Mid Cap | 10 | B,ur | 0 | 1 | 0 | 13 | 5 | 3 | 5 | 0 | 0 | ||
12 | KR Fonds Deutsche Aktien Spezial | 10 | D | 0 | 4 | 10 | 8 | 0 | 1 | 0 | 0 | 0 | ||
13 | Comstage S-Dax ETF | 10 | 0 | 2 | 0 | 11 | 5 | 3 | 5 | 0 | 0 |
Sortierkriterium: Punkte Gesamt, Quelle: Testverfahren DER FONDS, Berechnung und Daten: FWW Fundservices GmbH (Stichtag: 12. Dezember 2014), Wertentwicklung auf Euro-Basis