Fonds-Crashtest
Fonds | Punkte Gesamt |
Pkt. Perfor- mance |
Pkt. Stress- test |
Pkt. Rating | Perf. 3 Jahre |
Max. Verlust 3 Jahre |
Vol. in Mio. € |
|
---|---|---|---|---|---|---|---|---|
1 | JP Morgan Japan Equity | 120 | 80 | 0 | 40 | 83,7% | 16,8% | 949 |
2 | Capital Group Japan Equity Fund | 114 | 38 | 19 | 57 | 75,9% | 15,4% | 204 |
3 | UBAM Japan Opportunities Equity | 114 | 16 | 78 | 20 | 51,5% | 15,3% | 68 |
4 | Lyxor ETF Japan (Topix) | 102 | 14 | 53 | 35 | 68,8% | 15,5% | 999 |
5 | Allianz Japan Equity | 102 | 39 | 31 | 32 | 70,2% | 13,1% | 304 |
6 | Aberdeen Japanese Equity | 90 | 25 | 15 | 50 | 64,9% | 15,9% | 3.226 |
7 | I-iShares MSCI Japan EUR Hedged ETF | 90 | 34 | 26 | 30 | 122,6% | 18,5% | 3.983 |
8 | GLG Japan Core Alpha Equity Class | 79 | 35 | 0 | 44 | 82,3% | 18,9% | 4.364 |
9 | Goldman Sachs Japan Portfolio | 57 | 22 | 0 | 35 | 71,5% | 17,8% | 1.529 |
10 | Pictet Japanese Equity Selection | 47 | 17 | 0 | 30 | 67,2% | 17,1% | 452 |
11 | Invesco Japanese Equity Core Fund | 44 | 5 | 24 | 15 | 76,2% | 15,0% | 570 |
12 | JPM Japan Strategic Value | 31 | 6 | 0 | 25 | 64,3% | 18,3% | 383 |
13 | Polar Capital Japan Fund | 20 | -5 | 0 | 25 | 54,6% | 17,4% | 3266 |
14 | Amundi Equity Japan Target | 18 | 0 | 8 | 10 | 57,8% | 16,4% | 191 |
15 | Uni-Global Equities Japan | 15 | -6 | 7 | 14 | 52,7% | 16,5% | 222 |
16 | Schroder Japanese Equity | 10 | -5 | 0 | 15 | 59,1% | 18,2% | 2941 |
17 | Old Mutual Japanese Equity Fund | 9 | -5 | 0 | 14 | 66,4% | 17,4% | 59 |
18 | Parvest Equity Japan | 4 | -5 | 0 | 9 | 66,0% | 17,7% | 811 |
19 | Fidelity Funds Japan Advantage Fund | 0 | -5 | 0 | 5 | 44,7% | 19,2% | 421 |
20 | Amundi Equity Japan Value | -4 | -10 | 6 | 0 | 54,1% | 18,2% | 95 |
21 | Invesco Japanese Value Equity Fund | -10 | -10 | 0 | 0 | 58,8% | 18,2% | 134 |
22 | ACM Bernstein Japan Strategic Value Portfolio | -15 | -15 | 0 | 0 | 55,1% | 18,3% | 293 |
23 | Blackrock Japan Flexible Equity Fund | -15 | -15 | 0 | 0 | 62,0% | 18,4% | 2018 |
24 | JPM Japan Advantage Equity | -15 | -15 | 0 | 0 | 59,8% | 19,1% | 290 |
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 | JP Morgan Japan Equity | 80 | 41,9% | 29 | 83,7% | 20 | 80,1% | 16 | 15 | 5 | -5 | 5 | 5 | 5 |
2 | Allianz Japan Equity | 39 | 37,3% | 20 | 70,2% | 9 | 69,9% | 5 | 5 | 5 | -5 | 5 | -5 | 5 |
3 | Capital Group Japan Equity Fund | 38 | 33,3% | 0 | 75,9% | 14 | 78,6% | 14 | 10 | 0 | 5 | 5 | -5 | 5 |
4 | GLG Japan Core Alpha Equity | 35 | 35,4% | 11 | 82,3% | 19 | 62,9% | 0 | 5 | 5 | 5 | 5 | -5 | -5 |
5 | I-Shares MSCI Japan EUR Hedged ETF | 34 | 32,4% | 0 | 122,6% | 24 | 0,0% | 0 | 10 | 0 | 5 | 5 | -5 | 5 |
6 | Aberdeen Japanese Equity | 25 | 32,6% | 0 | 64,9% | 0 | 79,6% | 15 | 10 | 0 | 5 | -5 | 5 | 5 |
7 | Goldman Sachs Japan Portfolio | 22 | 30,8% | 0 | 71,5% | 12 | 65,4% | 0 | 10 | 0 | 5 | 5 | -5 | 5 |
8 | Pictet Japanese Equity Selection | 17 | 37,7% | 22 | 67,2% | 0 | 67,3% | 0 | -5 | 5 | -5 | -5 | -5 | 5 |
9 | UBAM Japan Opportunities Equity | 16 | 25,4% | 0 | 51,5% | 0 | 76,3% | 11 | 5 | -5 | 5 | -5 | 5 | 5 |
10 | Lyxor ETF Japan (Topix) | 14 | 33,6% | 7 | 68,8% | 2 | 61,4% | 0 | 5 | 0 | 0 | 5 | 5 | -5 |
11 | JPM Japan Strategic Value A | 6 | 28,4% | 0 | 64,3% | 0 | 67,7% | 1 | 5 | -5 | -5 | 5 | 5 | 5 |
12 | Invesco Japanese Equity Core Fund | 5 | 33,0% | 0 | 76,2% | 15 | 45,8% | 0 | -10 | 0 | -5 | 5 | -5 | -5 |
13 | Amundi Equity Japan Target | 0 | 29,7% | 0 | 57,8% | 0 | 0,0% | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
14 | Old Mutual Japanese Equity Fund | -5 | 29,7% | 0 | 66,4% | 0 | 60,9% | 0 | -5 | -5 | -5 | 5 | -5 | 5 |
15 | Schroder Japanese Equity | -5 | 30,7% | 0 | 59,1% | 0 | 62,1% | 0 | -5 | -5 | -5 | -5 | 5 | 5 |
16 | Parvest Equity Japan | -5 | 26,7% | 0 | 66,0% | 0 | 46,0% | 0 | -5 | -5 | 5 | 5 | -5 | -5 |
17 | Polar Capital Japan Fund | -5 | 30,0% | 0 | 54,6% | 0 | 58,5% | 0 | -5 | -5 | -5 | -5 | 5 | 5 |
18 | Fidelity Japan Advantage Fund | -5 | 29,2% | 0 | 44,7% | 0 | 52,0% | 0 | -5 | -5 | -5 | -5 | 5 | 5 |
19 | Uni-Global Equities Japan | -6 | 33,6% | 4 | 52,7% | 0 | 58,8% | 0 | -10 | 0 | -5 | -5 | 5 | -5 |
20 | Amundi Equity Japan Value | -10 | 28,3% | 0 | 54,1% | 0 | 48,6% | 0 | -10 | -5 | -5 | -5 | 5 | 0 |
21 | Invesco Japanese Value Equity Fund | -10 | 30,9% | 0 | 58,8% | 0 | 40,4% | 0 | -10 | 0 | 5 | -5 | -5 | -5 |
22 | Blackrock Japan Flexible Equity Fund | -15 | 26,0% | 0 | 62,0% | 0 | 51,6% | 0 | -15 | -5 | -5 | 5 | -5 | -5 |
23 | JPM Japan Advantage Equity | -15 | 30,5% | 0 | 59,8% | 0 | 41,8% | 0 | -15 | -5 | 5 | -5 | -5 | -5 |
24 | ACM Bernstein Japan Strategic Value Portfolio | -15 | 30,2% | 0 | 55,1% | 0 | 45,1% | 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 | UBAM Japan Opportunities Equity | 78 | 11,6% | 29 | 15,3% | 21 | 0,81 | 28 |
2 | Lyxor ETF Japan (Topix) | 53 | 12,1% | 21 | 15,5% | 17 | 0,96 | 15 |
3 | Allianz Japan Equity | 31 | 13,2% | 0 | 13,1% | 31 | 1,02 | 0 |
4 | I-Shares MSCI Japan EUR Hedged ETF | 26 | 14,6% | 0 | 18,5% | 0 | 0,82 | 26 |
5 | Invesco Japanese Equity Core Fund | 24 | 15,6% | 0 | 15,0% | 24 | 1,14 | 0 |
6 | Capital Group Japan Equity Fund | 19 | 13,7% | 0 | 15,4% | 19 | 1,07 | 0 |
7 | Aberdeen Japanese Equity | 15 | 13,4% | 0 | 15,9% | 15 | 1,02 | 0 |
8 | Amundi Equity Japan Target | 8 | 14,0% | 0 | 16,4% | 8 | 1,02 | 0 |
9 | Uni-Global Equities Japan | 7 | 14,2% | 0 | 16,5% | 7 | 1,03 | 0 |
10 | Amundi Equity Japan Value | 6 | 12,7% | 6 | 18,2% | 0 | 1,01 | 0 |
11 | JP Morgan Japan Equity | 0 | 16,9% | 0 | 16,8% | 0 | 1,29 | 0 |
12 | Parvest Equity Japan | 0 | 14,2% | 0 | 17,7% | 0 | 1,05 | 0 |
13 | Goldman Sachs Japan Portfolio | 0 | 13,7% | 0 | 17,8% | 0 | 1,08 | 0 |
14 | Schroder Japanese Equity | 0 | 13,4% | 0 | 18,2% | 0 | 1,02 | 0 |
15 | Old Mutual Japanese Equity Fund | 0 | 13,9% | 0 | 17,4% | 0 | 1,1 | 0 |
16 | Fidelity Japan Advantage Fund | 0 | 14,3% | 0 | 19,2% | 0 | 1,12 | 0 |
17 | Pictet Japanese Equity Selection | 0 | 13,6% | 0 | 17,1% | 0 | 1,09 | 0 |
18 | Polar Capital Japan Fund | 0 | 14,2% | 0 | 17,4% | 0 | 1,11 | 0 |
19 | JPM Japan Advantage Equity | 0 | 13,3% | 0 | 19,1% | 0 | 1,05 | 0 |
20 | Blackrock Japan Flexible Equity Fund# | 0 | 14,3% | 0 | 18,4% | 0 | 1,1 | 0 |
21 | JPM Japan Strategic Value | 0 | 13,5% | 0 | 18,3% | 0 | 1,07 | 0 |
22 | ACM Bernstein Japan Strategic Value Portfolio | 0 | 13,3% | 0 | 18,3% | 0 | 1,03 | 0 |
23 | GLG Japan Core Alpha Equity | 0 | 14,2% | 0 | 18,9% | 0 | 1,02 | 0 |
24 | Invesco Japanese Value Equity Fund | 0 | 13,3% | 0 | 18,2% | 0 | 1,03 | 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 | Capital Group Japan Equity Fund | 57 | A | 20 | 4 | 10 | 14 | 10 | 4 | 10 | - | 0 | 4 | 7 |
2 | Aberdeen Japanese Equity | 50 | A | 20 | 3 | 5 | 11 | 5 | 4 | 10 | - | 0 | 5 | 10 |
3 | GLG Japan Core Alpha Equity | 44 | C | 5 | 5 | 20 | 13 | 5 | 4 | 10 | - | 0 | 3 | 4 |
4 | JP Morgan Japan Equity | 40 | A | 20 | 2 | 0 | 12 | 5 | 3 | 5 | - | 0 | 5 | 10 |
5 | Lyxor ETF Japan (Topix) | 35 | C | 5 | 5 | 20 | 8 | 0 | 4 | 10 | - | 0 | 2 | 0 |
6 | Goldman Sachs Japan Portfolio | 35 | C | 5 | 3 | 5 | 13 | 5 | 4 | 10 | - | 0 | 5 | 10 |
7 | Allianz Japan Equity | 32 | C | 5 | 4 | 10 | 11 | 5 | 3 | 5 | - | 0 | 4 | 7 |
8 | Pictet Japanese Equity Selection | 30 | B | 10 | 4 | 10 | 11 | 5 | 3 | 5 | - | 0 | - | 0 |
9 | I-Shares MSCI Japan EUR Hedged ETF | 30 | - | 0 | 5 | 20 | 17 | 10 | 0 | - | 0 | - | 0 | |
10 | JPM Japan Strategic Value | 25 | B | 10 | 3 | 5 | 10 | 5 | 3 | 5 | - | 0 | 2 | 0 |
11 | Polar Capital Japan Fund | 25 | C | 5 | 1 | 0 | 12 | 5 | 3 | 5 | 3 | 10 | 1 | 0 |
12 | UBAM Japan Opportunities Equity | 20 | B | 10 | 3 | 5 | 8 | 0 | 3 | 5 | - | 0 | 2 | 0 |
13 | Invesco Japanese Equity Core Fund | 15 | E | 0 | 3 | 5 | 10 | 5 | 3 | 5 | - | 0 | - | 0 |
14 | Schroder Japanese Equity | 15 | B | 10 | 2 | 0 | 9 | 0 | 3 | 5 | - | 0 | 2 | 0 |
15 | Old Mutual Japanese Equity Fund | 14 | C | 5 | 2 | 0 | 8 | 0 | 3 | 5 | - | 0 | 3 | 4 |
16 | Uni-Global Equities Japan | 14 | C | 5 | 1 | 0 | 8 | 0 | 3 | 5 | - | 0 | 3 | 4 |
17 | Amundi Equity Japan Target | 10 | C | 5 | 1 | 0 | 6 | 0 | 3 | 5 | - | 0 | - | 0 |
18 | Parvest Equity Japan | 9 | D | 0 | 3 | 5 | 6 | 0 | 2 | 0 | - | 0 | 3 | 4 |
19 | Fidelity Japan Advantage Fund | 5 | D,ur | 0 | 1 | 0 | 7 | 0 | 3 | 5 | - | 0 | 1 | 0 |
20 | Blackrock Japan Flexible Equity Fund | 0 | D | 0 | 1 | 0 | 8 | 0 | 2 | 0 | - | 0 | - | 0 |
21 | JPM Japan Advantage Equity | 0 | E | 0 | 2 | 0 | 8 | 0 | 2 | 0 | - | 0 | 1 | 0 |
22 | Amundi Equity Japan Value | 0 | D | 0 | 2 | 0 | 6 | 0 | 2 | 0 | - | 0 | - | 0 |
23 | ACM Bernstein Japan Strategic Value Portfolio | 0 | D | 0 | 2 | 0 | 6 | 0 | 2 | 0 | - | 0 | - | 0 |
24 | Invesco Japanese Value Equity Fund | 0 | E | 0 | 2 | 0 | 8 | 0 | 2 | 0 | - | 0 | 1 | 0 |
Sortierkriterium: Punkte Gesamt, Quelle: Testverfahren DER FONDS, Berechnung und Daten: FWW Fundservices GmbH (Stichtag: 26. Juni 2015), Wertentwicklung auf Euro-Basis