Fonds-Crashtest
Fonds | Punkte Gesamt |
Pkt. Perfor- mance |
Pkt. Stress- test |
Pkt. Rating | Perf. 3 Jahre |
Max. Verlust 3 Jahre |
Vol. in Mio. € |
|
---|---|---|---|---|---|---|---|---|
1 | BHF Value Balanced FT | 231 | 73 | 78 | 80 | 42.7% | 6.5% | 111 |
2 | Meag Euro-Balance | 187 | 75 | 32 | 80 | 42.6% | 10.8% | 169 |
3 | Condor-Balance-Universal | 185 | 84 | 61 | 40 | 42.4% | 6.7% | 28 |
4 | Fidelity Euro Balanced Fund | 183 | 96 | 27 | 60 | 52.5% | 7.9% | 764 |
5 | Best-in-One Europe Balanced | 182 | 64 | 68 | 50 | 39.4% | 6.5% | 39 |
6 | DWS Balance | 166 | 28 | 91 | 47 | 31.0% | 6.1% | 299 |
7 | Starmix Ausgewogen | 163 | 45 | 88 | 30 | 33.2% | 6.3% | 20 |
8 | Candriam Sustainable Medium | 162 | 54 | 71 | 37 | 33.5% | 7.7% | 169 |
9 | Allianz Flexi Euro Balance | 156 | 70 | 39 | 47 | 39.8% | 7.9% | 207 |
10 | OP Europa Balanced | 143 | 58 | 45 | 40 | 35.9% | 7.7% | 12 |
11 | W&W Europa-Fonds | 141 | 54 | 45 | 42 | 37.1% | 8.2% | 38 |
12 | Naspa-Fonds Deka | 139 | 27 | 73 | 39 | 32.2% | 6.9% | 24 |
13 | Deka-Nachhaltigkeit Balance CF | 139 | 9 | 100 | 30 | 17.5% | 3.4% | 29 |
14 | Deka-Futur-Wachstum | 129 | 9 | 83 | 37 | 29.9% | 6.0% | 33 |
15 | Berenberg-1590-Substanz-Universal | 117 | 5 | 97 | 15 | 15.9% | 5.2% | 117 |
16 | Hannoversche Medium-Invest | 115 | 41 | 40 | 34 | 35.5% | 7.0% | 37 |
17 | Moventum Plus Aktiv Ausgewogenes Portfolio Europa | 113 | 27 | 61 | 25 | 32.6% | 7.7% | 21 |
18 | Generali Komfort Strategie 50 | 94 | 33 | 26 | 35 | 36.1% | 8.3% | 27 |
19 | Aktiv-Balance | 87 | -1 | 71 | 17 | 23.5% | 6.9% | 22 |
20 | Generali Komfort Balance | 85 | 30 | 28 | 27 | 36.5% | 8.3% | 149 |
21 | Sarasin Oekoflex | 83 | -12 | 90 | 5 | 12.4% | 6.3% | 12 |
22 | CTV-Strategiefonds HAIG Ausgewogen | 68 | 12 | 56 | 0 | 28.3% | 7.3% | 17 |
23 | Euroswitch Balanced Portfolio OP | 64 | -8 | 55 | 17 | 25.2% | 7.8% | 20 |
24 | Fondra | 51 | 0 | 27 | 24 | 25.5% | 10.0% | 132 |
25 | Generali Vermögens-Strategie Ausgewogen | 48 | 8 | 35 | 5 | 26.6% | 9.8% | 11 |
26 | SGKB (Lux) Fund - Danube Tiger | 28 | -13 | 37 | 4 | 18.7% | 11.3% | 36 |
27 | Monega Best-Invest Europa | 23 | -4 | 23 | 4 | 27.6% | 10.7% | 57 |
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 | Fidelity Euro Balanced Fund | 96 | 17.4% | 27 | 52.5% | 25 | 65.9% | 19 | 25 | 5 | 5 | 5 | 5 | 5 |
2 | Condor-Balance-Universal | 84 | 15.5% | 21 | 42.4% | 21 | 57.1% | 17 | 25 | 5 | 5 | 5 | 5 | 5 |
3 | Meag Euro-Balance | 75 | 15.3% | 20 | 42.6% | 22 | 59.1% | 18 | 15 | 5 | 5 | 5 | 5 | -5 |
4 | BHF Value Balanced FT | 73 | 18.7% | 29 | 42.7% | 23 | 52.2% | 16 | 5 | 5 | -5 | 5 | 5 | -5 |
5 | Allianz Flexi Euro Balance | 70 | 16.6% | 26 | 39.8% | 20 | 47.9% | 14 | 10 | 5 | 5 | 0 | 5 | -5 |
6 | Best-in-One Europe Balanced | 64 | 16.1% | 25 | 39.4% | 19 | 48.9% | 15 | 5 | 5 | -5 | 5 | -5 | 5 |
7 | OP Europa Balanced | 58 | 15.1% | 18 | 35.9% | 14 | 44.1% | 11 | 15 | 5 | -5 | 5 | 5 | 5 |
8 | W&W Europa-Fonds | 54 | 15.9% | 23 | 37.1% | 18 | 39.7% | 8 | 5 | 5 | 5 | -5 | 5 | -5 |
9 | Candriam Sustainable Medium | 54 | 17.5% | 28 | 33.5% | 12 | 39.8% | 9 | 5 | 5 | -5 | 0 | 5 | 0 |
10 | Starmix Ausgewogen | 45 | 13.5% | 16 | 33.2% | 11 | 46.0% | 13 | 5 | 0 | -5 | 0 | 5 | 5 |
11 | Hannoversche Medium-Invest | 41 | 11.2% | 13 | 35.5% | 13 | 43.3% | 10 | 5 | -5 | 5 | 5 | 5 | -5 |
12 | Generali Komfort Strategie 50 | 33 | 13.8% | 17 | 36.1% | 16 | - | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
13 | Generali Komfort Balance | 30 | 11.2% | 12 | 36.5% | 17 | 38.7% | 6 | -5 | -5 | 5 | 5 | -5 | -5 |
14 | DWS Balance | 28 | 15.9% | 22 | 31.0% | 8 | 36.8% | 3 | -5 | 5 | -5 | -5 | -5 | 5 |
15 | Naspa-Fonds Deka | 27 | 15.2% | 19 | 32.2% | 9 | 37.1% | 4 | -5 | 5 | -5 | -5 | 5 | -5 |
16 | Moventum Plus Aktiv Ausgewogenes Portfolio Europa | 27 | 9.2% | 10 | 32.6% | 10 | 39.4% | 7 | 0 | -5 | 5 | 0 | -5 | 5 |
17 | CTV-Strategiefonds HAIG Ausgewogen | 12 | 10.6% | 11 | 28.3% | 6 | 13.1% | 0 | -5 | -5 | -5 | 5 | -5 | 5 |
18 | Deka-Nachhaltigkeit Balance CF | 9 | 8.8% | 9 | 17.5% | 0 | - | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
19 | Deka-Futur-Wachstum | 9 | 11.4% | 15 | 29.9% | 7 | 30.6% | 2 | -15 | -5 | -5 | -5 | 5 | -5 |
20 | Generali VermögensStrategie Ausgewogen D | 8 | 11.4% | 14 | 26.6% | 4 | - | 0 | -10 | -5 | 5 | -5 | -5 | 0 |
21 | Berenberg-1590-Substanz-Universal | 5 | 7.6% | 5 | 15.9% | 0 | - | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
22 | Fondra | 0 | 8.4% | 7 | 25.5% | 3 | 37.8% | 5 | -15 | -5 | -5 | -5 | -5 | 5 |
23 | Aktiv-Balance | -1 | 8.7% | 8 | 23.5% | 1 | 28.2% | 0 | -10 | -5 | 0 | -5 | 0 | 0 |
24 | Monega BestInvest Europa | -4 | 7.8% | 6 | 27.6% | 5 | 16.0% | 0 | -15 | -5 | 5 | -5 | -5 | -5 |
25 | Euroswitch Balanced Portfolio OP | -8 | 7.5% | 4 | 25.2% | 2 | 30.5% | 1 | -15 | -5 | -5 | -5 | -5 | 5 |
26 | Sarasin Oekoflex (EUR) | -12 | 6.1% | 3 | 12.4% | 0 | 11.8% | 0 | -15 | -5 | -5 | -5 | 5 | -5 |
27 | SGKB (Lux) Fund Danube Tiger | -13 | 6.0% | 2 | 18.7% | 0 | 16.4% | 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 | Deka-Nachhaltigkeit Balance CF | 100 | 2.7% | 30 | 3.4% | 40 | 0.37 | 30 |
2 | Berenberg-1590-Substanz-Universal | 97 | 3.6% | 29 | 5.2% | 39 | 0.61 | 29 |
3 | DWS Balance | 91 | 4.5% | 27 | 6.1% | 37 | 0.80 | 27 |
4 | Sarasin Oekoflex (EUR) | 90 | 3.7% | 28 | 6.3% | 34 | 0.64 | 28 |
5 | Starmix Ausgewogen | 88 | 4.7% | 26 | 6.3% | 36 | 0.82 | 26 |
6 | Deka-Futur-Wachstum | 83 | 5.3% | 24 | 6.0% | 38 | 0.96 | 21 |
7 | BHF Value Balanced FT | 78 | 5.3% | 22 | 6.5% | 32 | 0.90 | 24 |
8 | Naspa-Fonds Deka | 73 | 5.3% | 23 | 6.9% | 30 | 0.97 | 20 |
9 | Aktiv-Balance | 71 | 5.8% | 20 | 6.9% | 29 | 0.94 | 22 |
10 | Candriam Sustainable Medium | 71 | 5.5% | 21 | 7.7% | 25 | 0.87 | 25 |
11 | Best-in-One Europe Balanced | 68 | 5.9% | 18 | 6.5% | 33 | 1.05 | 17 |
12 | Condor-Balance-Universal | 61 | 6.1% | 16 | 6.7% | 31 | 1.08 | 14 |
13 | Moventum Plus Aktiv Ausgewogenes Portfolio Europa | 61 | 5.8% | 19 | 7.7% | 24 | 1.04 | 18 |
14 | CTV-Strategiefonds HAIG Ausgewogen | 56 | 6.2% | 14 | 7.3% | 27 | 1.08 | 15 |
15 | Euroswitch Balanced Portfolio OP | 55 | 6.0% | 17 | 7.8% | 22 | 1.07 | 16 |
16 | W&W Europa-Fonds | 45 | 6.1% | 15 | 8.2% | 19 | 1.20 | 11 |
17 | OP Europa Balanced | 45 | 6.5% | 12 | 7.7% | 23 | 1.20 | 10 |
18 | Hannoversche Medium-Invest | 40 | 6.9% | 9 | 7.0% | 28 | 1.34 | 3 |
19 | Allianz Flexi Euro Balance A (EUR) | 39 | 6.8% | 11 | 7.9% | 20 | 1.23 | 8 |
20 | SGKB (Lux) Fund Danube Tiger | 37 | 7.1% | 6 | 11.3% | 12 | 0.99 | 19 |
21 | Generali Vermögens-Strategie Ausgewogen | 35 | 6.9% | 10 | 9.8% | 16 | 1.21 | 9 |
22 | Meag Euro-Balance | 32 | 7.1% | 7 | 10.8% | 13 | 1.18 | 12 |
23 | Generali Komfort Balance | 28 | 7.2% | 5 | 8.3% | 18 | 1.28 | 5 |
24 | Fondra | 27 | 7.0% | 8 | 10.0% | 15 | 1.28 | 4 |
25 | Fidelity Euro Balanced Fund | 27 | 7.2% | 4 | 7.9% | 21 | 1.48 | 2 |
26 | Generali Komfort Strategie 50 | 26 | 7.2% | 3 | 8.3% | 17 | 1.25 | 6 |
27 | Monega Best-Invest Europa | 23 | 7.5% | 2 | 10.7% | 14 | 1.23 | 7 |
Fonds | Pkt Ratings |
Feri | Pkt. Feri |
FWW Fundstars |
Pkt. FWW Fundstars |
Lipper | Pkt. Lipper |
Morningstar | Pkt. Morningstar |
Sauren | Pkt. Sauren |
Telos | Pkt. Telos |
|
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
1 | Meag Euro-Balance | 80 | A | 20 | 4 | 10 | 18 | 20 | 5 | 20 | 0 | 5 | 10 | |
2 | BHF Value Balanced FT | 80 | A | 20 | 5 | 20 | 19 | 20 | 5 | 20 | 0 | 0 | ||
3 | Fidelity Euro Balanced Fund | 60 | B | 10 | 5 | 20 | 14 | 10 | 5 | 20 | 0 | 0 | ||
4 | Best-in-One Europe Balanced | 50 | B | 10 | 4 | 10 | 15 | 10 | 4 | 10 | 0 | 5 | 10 | |
5 | Allianz Flexi Euro Balance | 47 | B | 10 | 4 | 10 | 14 | 10 | 4 | 10 | 0 | 4 | 7 | |
6 | DWS Balance | 47 | 0 | 5 | 20 | 17 | 10 | 4 | 10 | 0 | 4 | 7 | ||
7 | W&W Europa-Fonds | 42 | C | 5 | 4 | 10 | 14 | 10 | 4 | 10 | 0 | 4 | 7 | |
8 | OP Europa Balanced | 40 | C | 5 | 3 | 5 | 14 | 10 | 4 | 10 | 0 | 5 | 10 | |
9 | Condor-Balance-Universal | 40 | 0 | 4 | 10 | 17 | 10 | 4 | 10 | 0 | 5 | 10 | ||
10 | Naspa-Fonds Deka | 39 | B | 10 | 4 | 10 | 16 | 10 | 3 | 5 | 0 | 3 | 4 | |
11 | Candriam Sustainable Medium | 37 | C | 5 | 4 | 10 | 14 | 10 | 3 | 5 | 0 | 4 | 7 | |
12 | Deka-Futur-Wachstum | 37 | C | 5 | 3 | 5 | 14 | 10 | 4 | 10 | 0 | 4 | 7 | |
13 | Generali Komfort Strategie 50 | 35 | C | 5 | 3 | 5 | 15 | 10 | 3 | 5 | 0 | 5 | 10 | |
14 | Hannoversche Medium-Invest | 34 | C | 5 | 3 | 5 | 15 | 10 | 4 | 10 | 0 | 3 | 4 | |
15 | Starmix Ausgewogen | 30 | 0 | 5 | 20 | 0 | 4 | 10 | 0 | 0 | ||||
16 | Deka-Nachhaltigkeit Balance CF | 30 | 0 | 5 | 20 | 10 | 5 | 3 | 5 | 0 | 2 | 0 | ||
17 | Generali Komfort Balance | 27 | C | 5 | 2 | 0 | 12 | 5 | 4 | 10 | 0 | 4 | 7 | |
18 | Moventum Plus Aktiv Ausgewogenes Portfolio Europa | 25 | C | 5 | 3 | 5 | 12 | 5 | 4 | 10 | 0 | 0 | ||
19 | Fondra | 24 | C | 5 | 1 | 0 | 11 | 5 | 4 | 10 | 0 | 3 | 4 | |
20 | Aktiv-Balance | 17 | C | 5 | 2 | 0 | 8 | 0 | 3 | 5 | 0 | 4 | 7 | |
21 | Euroswitch Balanced Portfolio OP | 17 | C | 5 | 2 | 0 | 7 | 0 | 3 | 5 | 0 | 4 | 7 | |
22 | Berenberg-1590-Substanz-Universal | 15 | 0 | 3 | 5 | 14 | 10 | 2 | 0 | 0 | 0 | |||
23 | Sarasin Oekoflex (EUR) | 5 | D | 0 | 1 | 0 | 10 | 5 | 2 | 0 | 0 | 2 | 0 | |
24 | Generali Vermögens-Strategie Ausgewogen | 5 | 0 | 1 | 0 | 8 | 0 | 3 | 5 | 0 | 0 | |||
25 | Monega Best-Invest Europa | 4 | D | 0 | 1 | 0.00 | 8.00 | 0 | 2 | 0 | 0 | 3 | 4 | |
26 | SGKB (Lux) Fund Danube Tiger | 4 | 0 | 1 | 0.00 | 7.00 | 0 | 0 | 0 | 3 | 4 | |||
27 | CTV-Strategiefonds HAIG Ausgewogen | 0 | 0 | 2 | 0.00 | 0.00 | 0 | 2 | 0 | 0 | 1 | 0 |
Sortierkriterium: Punkte Gesamt, Quelle: Testverfahren DER FONDS, Berechnung und Daten: FWW Fundservices GmbH (Stichtag: 11. März 2015), Wertentwicklung auf Euro-Basis