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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.

  Fonds Punkte
Gesamt
Pkt. Perfor-
mance
Pkt. Stress-
test
Pkt. Rating Perf. 3
Jahre
Max.
Verlust 3
Jahre
Vol. in
Mio. €
1 Parvest Equity Russia Opportunities 255 94 96 65 -17.1% 51.8% 53
2 DWS Russia 218 86 92 40 -25.5% 53.9% 112
3 Pioneer Funds Austria Russia Stock 163 63 60 40 -27.4% 54.6% 25
4 Raiffeisen-Russland-Aktien 162 59 58 45 -26.7% 55.2% 40
5 Comstage MSCI Russia 30% Capped ETF 158 52 76 30 -29.5% 60.3% 12
6 RDX Source ETF 149 63 71 15 -27.5% 57.6% 63
7 Danske Invest Russia 148 44 69 35 -22.1% 50.5% 10
8 Lyxor ETF Russia 148 52 76 20 -30.7% 58.8% 337
9 Aberdeen Russian Equity Fund 137 18 94 25 -26.1% 51.6% 16
10 JPM Russia 136 36 75 25 -27.5% 56.6% 433
11 Credit Suisse (Lux) Russia Equity Fund 133 62 51 20 -25.4% 57.2% 85
12 DB X-Trackers MSCI Russia Capped Index ETF 128 35 73 20 -29.8% 60.5% 118
13 Pictet Russian Equities 106 29 67 10 -29.5% 59.4% 101
14 UBS (Lux) Equity Russia 106 35 66 5 -29.2% 58.0% 97
15 HSBC MSCI Russia Capped ETF 105 36 49 20 -29.8% 60.5% 39
16 I-Shares MSCI Russia ETF 101 29 67 5 -30.1% 59.7% 221
17 HSBC Russia Equity 96 38 53 5 -32.0% 60.6% 206
18 Neptune Russia & Greater Russia Fund 95 31 49 15 -30.6% 58.7% 266
19 Baring Russia Fund 93 10 78 5 -30.0% 57.2% 29
20 SEB Russia Fund 70 11 54 5 -34.6% 62.3% 77
21 Espa Stock Russia 70 11 54 5 -33.1% 59.0% 18
22 East Capital (Lux) Russian Fund 46 11 35 0 -40.7% 65.9% 364
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 Parvest Equity Russia Opportunities 94 -11.85% 29 -17.1% 25 -4.93% 20 20 5 5 5 0 5
2 DWS Russia 86 -11.56% 30 -25.5% 22 -9.11% 19 15 5 5 -5 5 5
3 Pioneer Funds Austria Russia Stock 63 -15.41% 25 -27.4% 19 -17.38% 14 5 5 -5 5 0 0
4 RDX Source ETF 63 -15.92% 24 -27.5% 17 -14.28% 17 5 5 0 -5 5 0
5 Credit Suisse (Lux) Russia Equity Fund 62 -17.41% 17 -25.4% 23 -18.82% 12 10 0 5 5 -5 5
6 Raiffeisen-Russland-Aktien 59 -15.39% 26 -26.7% 20 -18.05% 13 0 5 -5 5 -5 0
7 Lyxor ETF Russia 52 -17.65% 16 -30.7% 8 -11.24% 18 10 0 5 -5 5 5
8 Comstage MSCI Russia 30% Capped ETF 52 -16.43% 22 -29.5% 14 -14.78% 16 0 0 0 -5 5 0
9 Danske Invest Russia 44 -16.50% 20 -22.1% 24 - 0 0 0 5 5 -5 -5
10 HSBC Russia Equity 38 -15.28% 27 -32.0% 7 -24.02% 9 -5 5 -5 -5 0 0
11 JPM Russia 36 -16.47% 21 -27.5% 18 -27.59% 7 -10 0 -5 5 -5 -5
12 HSBC MSCI Russia Capped ETF 36 -16.24% 23 -29.8% 13 - 0 0 0 0 0 0 0
13 DB X-Trackers MSCI Russia Capped Index ETF 35 -16.98% 18 -29.8% 12 -16.47% 15 -10 0 -5 -5 5 -5
14 UBS (Lux) Equity Russia 35 -12.58% 28 -29.2% 16 -27.77% 6 -15 5 -5 -5 -5 -5
15 Neptune Russia & Greater Russia Fund 31 -19.84% 11 -30.6% 9 -20.81% 11 0 -5 5 -5 0 5
16 I-Shares MSCI Russia ETF 29 -16.70% 19 -30.1% 10 - 0 0 0 5 -5 5 -5
17 Pictet Russian Equities 29 -17.75% 14 -29.5% 15 -22.74% 10 -10 0 0 -5 -5 0
18 Aberdeen Russian Equity Fund 18 -19.84% 12 -26.1% 21 - 0 -15 -5 -5 5 -5 -5
19 SEB Russia Fund 11 -19.51% 13 -34.6% 5 -27.20% 8 -15 -5 -5 -5 -5 5
20 Espa Stock Russia 11 -17.66% 15 -33.1% 6 -28.24% 5 -15 0 -5 -5 -5 0
21 East Capital (Lux) Russian Fund 11 -28.38% 9 -40.7% 4 -32.40% 3 -5 -5 -5 5 -5 5
22 Baring Russia Fund 10 -19.98% 10 -30.0% 11 -28.34% 4 -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 Parvest Equity Russia Opportunities 96 20.17% 30 51.8% 37 0.89 29
2 Aberdeen Russian Equity Fund 94 21.32% 28 51.6% 38 0.94 28
3 DWS Russia 92 21.14% 29 53.9% 36 0.95 27
4 Baring Russia Fund 78 21.60% 24 57.2% 31 0.98 23
5 Lyxor ETF Russia 76 21.55% 25 58.8% 27 0.96 24
6 Comstage MSCI Russia 30% Capped ETF 76 21.33% 27 60.3% 23 0.96 26
7 JPM Russia 75 21.84% 22 56.6% 33 0.99 20
8 DB X-Trackers MSCI Russia Capped Index ETF 73 21.36% 26 60.5% 22 0.96 25
9 RDX Source ETF 71 22.01% 20 57.6% 30 0.98 21
10 Danske Invest Russia 69 22.98% 16 50.5% 39 1.02 14
11 I-Shares MSCI Russia ETF 67 21.94% 21 59.7% 24 0.98 22
12 Pictet Russian Equities 67 21.78% 23 59.4% 25 0.99 19
13 UBS (Lux) Equity Russia (USD) 66 22.18% 19 58.0% 29 1.00 18
14 Pioneer Funds Austria Russia Stock 60 23.14% 14 54.6% 35 1.03 11
15 Raiffeisen-Russland-Aktien 58 23.35% 12 55.2% 34 1.03 12
16 SEB Russia Fund 54 22.20% 18 62.3% 19 1.01 17
17 Espa Stock Russia 54 23.16% 13 59.0% 26 1.02 15
18 HSBC Russia Equity 53 22.22% 17 60.6% 20 1.01 16
19 Credit Suisse (Lux) Russia Equity Fund 51 24.26% 10 57.2% 32 1.10 9
20 Neptune Russia & Greater Russia Fund 49 23.44% 11 58.7% 28 1.05 10
21 HSBC MSCI Russia Capped ETF 49 23.02% 15 60.5% 21 1.03 13
22 East Capital (Lux) Russian Fund 35 24.76% 9 65.9% 18 1.11 8
  Fonds Pkt
Ratings
Feri Pkt.
Feri
FWW
Fundstars
Pkt.
FWW
Fundstars
Lipper Pkt.
Lipper
Morningstar Pkt.
Morningstar
Sauren Pkt.
Sauren
Telos Pkt.
Telos
1 Parvest Equity Russia Opportunities 65 A 20 5 20 13 5 5 20 0 0
2 Raiffeisen-Russland-Aktien 45 B 10 5 20 13 5 4 10 0 0
3 DWS Russia 40 A 20 4 10 11 5 3 5 0 0
4 Pioneer Funds Austria Russia Stock 40 B 10 5 20 12 5 3 5 0 0
5 Danske Invest Russia 35 0 5 20 12 5 4 10 0 0
6 Comstage MSCI Russia 30% Capped ETF 30 B 10 2 0 14 10 4 10 0 0
7 JPM Russia 25 C 5 4 10 10 5 3 5 0 0
8 Aberdeen Russian Equity Fund 25 0 4 10 10 5 4 10 0 0
9 HSBC MSCI Russia Capped ETF 20 0 4 10 10 5 3 5 0 0
10 Lyxor ETF Russia 20 B 10 1 0 7 0 4 10 0 0
11 Credit Suisse (Lux) Russia Equity Fund 20 C 5 4 10 9 0 3 5 0 0
12 DB X-Trackers MSCI Russia Capped Index ETF 20 B 10 2 0 12 5 3 5 0 0
13 RDX Source ETF 15 C 5 1 0 11 5 3 5 0 0
14 Neptune Russia & Greater Russia Fund 15 C 5 3 5 8 0 3 5 0 0
15 Pictet Russian Equities 10 C 5 2 0 8 0 3 5 0 0
16 I-Shares MSCI Russia ETF 5 0 1 0 9 0 3 5 0 0
17 UBS (Lux) Equity Russia 5 E 0 3 5 6 0 2 0 0 0
18 SEB Russia Fund 5 D 0 1 0 4 0 3 5 0 0
19 Espa Stock Russia 5 D 0 3 5 3 0 2 0 0 0
20 Baring Russia Fund 5 D 0 2 0 9 0 3 5 0 0
21 HSBC Russia Equity 5 D 0 2 0 6 0 3 5 0 0
22 East Capital (Lux) Russian Fund 0 E 0 1 0 7 0 1 0 0 0

Sortierkriterium: Punkte Gesamt, Quelle: Testverfahren DER FONDS, Berechnung und Daten: FWW Fundservices GmbH (Stichtag: 19. Februar 2015), Wertentwicklung auf Euro-Basis