Fonds-Crashtest
Fonds | Punkte Gesamt |
Pkt. Perfor- mance |
Pkt. Stress- test |
Pkt. Rating | Perf. 3 Jahre |
Max. Verlust 3 Jahre |
Vol. in Mio. € |
|
---|---|---|---|---|---|---|---|---|
1 | HSBC Asia ex Japan Equity Smaller Companies | 196 | 99 | 57 | 40 | 108,3% | 13,9% | 377 |
2 | Templeton Asian Smaller Companies Fund | 171 | 82 | 60 | 29 | 72,2% | 15,4% | 1.240 |
3 | Fidelity Asian Smaller Companies Fund | 165 | 49 | 66 | 50 | 100,2% | 14,1% | 192 |
4 | I-Shares MSCI Far East ex-Japan Small Cap ETF | 142 | 55 | 67 | 20 | 53,0% | 13,5% | 55 |
5 | Schroder Asian Smaller Companies | 135 | 51 | 59 | 25 | 70,5% | 14,2% | 307 |
6 | Axa Rosenberg Pacific Ex-Japan Small Cap Alpha Fund | 134 | 71 | 53 | 10 | 62,4% | 17,9% | 205 |
7 | J.O. Hambro Asia ex-Japan Small & Mid Cap | 122 | 48 | 49 | 25 | 71,7% | 22,2% | 38 |
8 | Nestor Fernost Fonds | 121 | 61 | 53 | 7 | 84,3% | 14,6% | 31 |
9 | Deutsche Invest Asian Small/Mid Cap | 121 | 47 | 55 | 19 | 69,5% | 19,8% | 147 |
10 | Aberdeen Asian Smaller Companies Fund | 117 | 48 | 59 | 10 | 36,1% | 17,6% | 3114 |
11 | Allianz Little Dragons | 104 | 42 | 57 | 5 | 48,5% | 17,0% | 313 |
12 | Delta Lloyd Asian Participation Fund | 103 | 33 | 70 | 0 | 47,8% | 12,0% | 134 |
13 | DNB Asian Small Cap | 101 | 48 | 49 | 4 | 79,0% | 20,0% | 284 |
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 | HSBC Asia ex Japan Equity Smaller Companies | 99 | 50,2% | 29 | 108,3% | 25 | 125,1% | 20 | 25 | 5 | 5 | 5 | 5 | 5 |
2 | Templeton Asian Smaller Companies Fund | 82 | 45,6% | 27 | 72,2% | 21 | 114,8% | 19 | 15 | 5 | -5 | 5 | 5 | 5 |
3 | Axa Rosenberg Pacific Ex-Japan Small Cap Alpha Fund | 71 | 27,0% | 21 | 62,4% | 17 | 88,2% | 18 | 15 | -5 | 5 | 5 | 5 | 5 |
4 | Nestor Fernost Fonds | 61 | 40,6% | 26 | 84,3% | 23 | 44,9% | 12 | 0 | 5 | 5 | 0 | -5 | -5 |
5 | I-Shares MSCI AC Far East ex-Japan Small Cap ETF | 55 | 36,2% | 23 | 53,0% | 16 | 67,5% | 16 | 0 | 0 | -5 | -5 | 5 | 5 |
6 | Schroder Asian Smaller Companies | 51 | 30,7% | 22 | 70,5% | 19 | 65,0% | 15 | -5 | -5 | 5 | 5 | -5 | -5 |
7 | Fidelity Asian Smaller Companies Fund | 49 | 38,3% | 25 | 100,2% | 24 | - | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
8 | J.O. Hambro Asia ex-Japan Small & Mid Cap | 48 | 49,9% | 28 | 71,7% | 20 | - | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
9 | Aberdeen Asian Smaller Companies Fund | 48 | 24,4% | 18 | 36,1% | 13 | 81,4% | 17 | 0 | -5 | -5 | 0 | 5 | 5 |
10 | DNB Asian Small Cap | 48 | 61,4% | 30 | 79,0% | 22 | 36,2% | 11 | -15 | 5 | -5 | -5 | -5 | -5 |
11 | Deutsche Invest Asian Small/Mid Cap | 47 | 26,9% | 20 | 69,5% | 18 | 61,3% | 14 | -5 | -5 | -5 | 5 | -5 | 5 |
12 | Allianz Little Dragons | 42 | 38,0% | 24 | 48,5% | 15 | 56,8% | 13 | -10 | 0 | -5 | -5 | -5 | 5 |
13 | Delta Lloyd Asian Participation Fund | 33 | 24,5% | 19 | 47,8% | 14 | - | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
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 | Delta Lloyd Asian Participation Fund | 70 | 10,8% | 30 | 12,0% | 40 | - | 0 |
2 | I-Shares MSCI Far East ex-Japan Small Cap ETF | 67 | 11,3% | 28 | 13,5% | 39 | - | 0 |
3 | Fidelity Asian Smaller Companies Fund | 66 | 11,1% | 29 | 14,1% | 37 | - | 0 |
4 | Templeton Asian Smaller Companies Fund | 60 | 11,6% | 26 | 15,4% | 34 | - | 0 |
5 | Schroder Asian Smaller Companies | 59 | 12,2% | 23 | 14,2% | 36 | - | 0 |
6 | Aberdeen Asian Smaller Companies Fund | 59 | 11,4% | 27 | 17,6% | 32 | - | 0 |
7 | Allianz Little Dragons | 57 | 11,9% | 24 | 17,0% | 33 | - | 0 |
8 | HSBC Asia ex Japan Equity Smaller Companies | 57 | 14,4% | 19 | 14,0% | 38 | - | 0 |
9 | Deutsche Invest Asian Small/Mid Cap | 55 | 11,8% | 25 | 19,8% | 30 | - | 0 |
10 | Axa Rosenberg Pacific Ex-Japan Small Cap Alpha Fund | 53 | 12,5% | 22 | 17,9% | 31 | - | 0 |
11 | Nestor Fernost Fonds | 53 | 15,1% | 18 | 14,6% | 35 | - | 0 |
12 | DNB Asian Small Cap | 49 | 14,0% | 20 | 20,0% | 29 | - | 0 |
13 | J.O. Hambro Asia ex-Japan Small & Mid Cap | 49 | 13,0% | 21 | 22,2% | 28 | - | 0 |
Fonds | Pkt Ratings |
Feri | Pkt. Feri |
FWW Fundstars |
Pkt. FWW Fundstars |
Lipper | Pkt. Lipper |
Morningstar | Pkt. Morningstar |
Sauren | Pkt. Sauren |
Telos | Pkt. Telos |
|
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
1 | Fidelity Asian Smaller Companies Fund | 50 | - | 0 | - | 0 | 18 | 20 | 5 | 20 | - | 0 | 5 | 10 |
2 | HSBC Asia ex Japan Equity Smaller Companies | 40 | - | 0 | - | 0 | 15 | 10 | 5 | 20 | - | 0 | 5 | 10 |
3 | Templeton Asian Smaller Companies Fund | 29 | - | 0 | - | 0 | 12 | 5 | 5 | 20 | - | 0 | 3 | 4 |
4 | Schroder Asian Smaller Companies | 25 | - | 0 | - | 0 | 10 | 5 | 4 | 10 | - | 0 | 5 | 10 |
5 | J.O. Hambro Asia ex-Japan Small & Mid Cap | 25 | - | 0 | - | 0 | 11 | 5 | 5 | 20 | - | 0 | - | 0 |
6 | I-Shares MSCI Far East ex-Japan Small Cap ETF | 20 | C | 5 | - | 0 | 14 | 10 | 3 | 5 | - | 0 | 1 | 0 |
7 | Deutsche Invest Asian Small/Mid Cap | 19 | - | 0 | - | 0 | 10 | 5 | 4 | 10 | - | 0 | 3 | 4 |
8 | Aberdeen Global Asian Smaller Companies Fund | 10 | - | 0 | - | 0 | 8 | 0 | 4 | 10 | - | 0 | 1 | 0 |
9 | Axa Rosenberg Pacific Ex-Japan Small Cap Alpha Fund | 10 | - | 0 | - | 0 | 10 | 5 | 3 | 5 | - | 0 | - | 0 |
10 | Nestor Fernost Fonds | 7 | E | 0 | - | 0 | 8 | 0 | 2 | 0 | - | 0 | 4 | 7 |
11 | Allianz Little Dragons | 5 | D | 0 | - | 0 | 6 | 0 | 3 | 5 | - | 0 | 2 | 0 |
12 | DNB Asian Small Cap | 4 | - | 0 | - | 0 | 5 | 0 | 2 | 0 | - | 0 | 3 | 4 |
13 | Delta Lloyd Asian Participation Fund | 0 | - | 0 | - | 0 | 6 | 0 | 2 | 0 | - | 0 | 2 | 0 |
Sortierkriterium: Punkte Gesamt, Quelle: Testverfahren DER FONDS, Berechnung und Daten: FWW Fundservices GmbH (Stichtag: 8. Mai 2015), Wertentwicklung auf Euro-Basis