Fonds-Crashtest
Fonds | Punkte Gesamt |
Pkt. Perfor- mance |
Pkt. Stress- test |
Pkt. Rating | Perf. 3 Jahre |
Max. Verlust 3 Jahre |
Vol. in Mio. € |
|
---|---|---|---|---|---|---|---|---|
1 | Squad Makro | 220 | 88 | 77 | 55 | 46,9% | 6,2% | 78 |
2 | Carmignac Investissement | 179 | 78 | 55 | 46 | 45,3% | 11,9% | 6.977 |
3 | GAM Star Global Selector | 172 | 65 | 85 | 22 | 39,9% | 9,5% | 262 |
4 | DB X-Trackers Equity Strategies Hedge Fund Index | 165 | 37 | 88 | 40 | 31,6% | 6,4% | 11 |
5 | Loys Global L/S | 163 | 31 | 92 | 40 | 36,9% | 6,6% | 32 |
6 | Acatis Global Value Total Return UI | 143 | 49 | 65 | 29 | 53,3% | 10,2% | 13 |
7 | Sycomore L/S Opportunities | 142 | 38 | 84 | 20 | 24,4% | 9,8% | 234 |
8 | PEH Strategie Flexibel | 128 | 43 | 53 | 32 | 32,3% | 11,0% | 41 |
9 | Uni-Global Absolute Return | 119 | 13 | 96 | 10 | 14,9% | 5,5% | 81 |
10 | DWS TRC Top Dividende | 116 | 23 | 78 | 15 | 20,6% | 8,5% | 183 |
11 | Afa Global Werte Stabilisierungs-Fonds | 103 | 29 | 64 | 10 | 33,6% | 11,4% | 331 |
12 | Warburg Global Konzept Stabilisierung | 90 | 25 | 60 | 5 | 31,7% | 11,5% | 16 |
13 | C-Quadrat SMN Equity Trend Plus | 87 | 13 | 74 | 0 | 18,9% | 10,2% | 35 |
14 | DNB Eco Absolute Return | 66 | 12 | 54 | 0 | -0,0% | 30,1% | 14 |
15 | M & W Capital | 25 | -8 | 33 | 0 | -37,6% | 45,5% | 14 |
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 | Squad Makro | 88 | 16,8% | 24 | 46,9% | 23 | 63,8% | 16 | 25 | 5 | 5 | 5 | 5 | 5 |
2 | Carmignac Investissement | 78 | 22,4% | 27 | 45,3% | 21 | 55,5% | 15 | 15 | 5 | -5 | 5 | 5 | 5 |
3 | GAM Star Global Selector | 65 | 16,4% | 23 | 39,9% | 19 | 64,0% | 18 | 5 | 5 | -5 | 5 | 5 | -5 |
4 | Acatis Global Value Total Return UI | 49 | 17,5% | 25 | 53,3% | 24 | - | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
5 | PEH Strategie Flexibel | 43 | 15,1% | 21 | 32,3% | 15 | 22,3% | 12 | -5 | 5 | 5 | -5 | -5 | -5 |
6 | Sycomore L/S Opportunities | 38 | 3,0% | 11 | 24,4% | 9 | 36,9% | 13 | 5 | -5 | -5 | 5 | 5 | 5 |
7 | DB X-Trackers Equity Strategies Hedge Fund Index | 37 | 15,0% | 20 | 31,6% | 12 | - | 0 | 5 | 5 | 5 | -5 | 5 | -5 |
8 | Loys Global L/S | 31 | 5,2% | 14 | 36,9% | 17 | - | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
9 | Afa Global Werte Stabilisierungs-Fonds | 29 | 3,9% | 13 | 33,6% | 16 | - | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
10 | Warburg Global Konzept Stabilisierung | 25 | 3,2% | 12 | 31,7% | 13 | - | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
11 | DWS TRC Top Dividende | 23 | 9,4% | 16 | 20,6% | 7 | - | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
12 | C-Quadrat SMN Equity Trend Plus | 13 | -2,4% | 7 | 18,9% | 6 | - | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
13 | Uni-Global Absolute Return | 13 | -0,1% | 8 | 14,9% | 5 | - | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
14 | DNB - ECO Absolute Return A EUR | 12 | -16,3% | 5 | -0,0% | 2 | - | 0 | 5 | -5 | 5 | -5 | 5 | 5 |
15 | M & W Capital | -8 | -16,2% | 6 | -37,6% | 1 | -41,9% | 10 | -25 | -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 | Uni-Global Absolute Return | 96 | 6,3% | 27 | 5,5% | 40 | 0,33 | 29 |
2 | Loys Global L/S | 92 | 5,1% | 30 | 6,6% | 35 | 0,5 | 27 |
3 | DB X-Trackers Equity Strategies Hedge Fund Index | 88 | 5,9% | 28 | 6,4% | 38 | 0,81 | 22 |
4 | GAM Star Global Selector | 85 | 6,4% | 26 | 9,5% | 31 | 0,49 | 28 |
5 | Sycomore L/S Opportunities | 84 | 5,5% | 29 | 9,8% | 30 | 0,65 | 25 |
6 | DWS TRC Top Dividende | 78 | 6,8% | 25 | 8,5% | 32 | 0,82 | 21 |
7 | Squad Makro | 77 | 7,8% | 22 | 6,2% | 39 | 1,01 | 16 |
8 | C-Quadrat SMN Equity Trend Plus | 74 | 7,3% | 23 | 10,2% | 28 | 0,81 | 23 |
9 | Acatis Global Value Total Return UI | 65 | 7,8% | 21 | 10,2% | 29 | 1,01 | 15 |
10 | Afa Global Werte Stabilisierungs-Fonds | 64 | 8,1% | 20 | 11,4% | 26 | 0,98 | 18 |
11 | Warburg Global Konzept Stabilisierung | 60 | 8,2% | 18 | 11,5% | 25 | 0,99 | 17 |
12 | Carmignac Investissement | 55 | 8,1% | 19 | 11,9% | 24 | 1,15 | 12 |
13 | DNB Eco Absolute Return | 54 | 18,0% | 8 | 30,1% | 16 | 0,28 | 30 |
14 | PEH Strategie Flexibel | 53 | 9,3% | 13 | 11,0% | 27 | 1,11 | 13 |
15 | M & W Capital | 33 | 19,9% | 7 | 45,5% | 15 | 1,16 | 11 |
Fonds | Pkt Ratings |
Feri | Pkt. Feri |
FWW Fundstars |
Pkt. FWW Fundstars |
Lipper | Pkt. Lipper |
Morningstar | Pkt. Morningstar |
Sauren | Pkt. Sauren |
Telos | Pkt. Telos |
|
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
1 | Squad Makro | 55 | B | 10 | 5 | 20 | 11 | 5 | 5 | 20 | - | 0 | 2 | 0 |
1 | Carmignac Investissement | 46 | D | 0 | 5 | 20 | 11 | 5 | 4 | 10 | 2 | 7 | 3 | 4 |
2 | Loys Global L/S | 40 | - | 0 | 5 | 20 | 16 | 10 | - | 0 | - | 0 | 5 | 10 |
3 | DB X-Trackers Equity Strategies Hedge Fund Index | 40 | - | 0 | 5 | 20 | 18 | 20 | - | 0 | - | 0 | - | 0 |
4 | PEH Strategie Flexibel | 32 | C | 5 | 3 | 5 | 12 | 5 | 4 | 10 | - | 0 | 4 | 7 |
5 | Acatis Global Value Total Return UI | 29 | - | 0 | 5 | 20 | 12 | 5 | 2 | 0 | - | 0 | 3 | 4 |
6 | GAM Star Global Selector | 22 | C | 5 | 3 | 5 | 10 | 5 | - | 0 | 2 | 7 | 2 | 0 |
7 | Sycomore L/S Opportunities | 20 | - | 0 | 4 | 10 | 15 | 10 | - | 0 | - | 0 | - | 0 |
8 | DWS TRC Top Dividende | 15 | - | 0 | 3 | 5 | 12 | 5 | 3 | 5 | - | 0 | 1 | 0 |
9 | Afa Global Werte Stabilisierungs-Fonds | 10 | - | 0 | 4 | 10 | 7 | 0 | 2 | 0 | - | 0 | 2 | 0 |
10 | Uni-Global Absolute Return | 10 | - | 0 | 2 | 0 | 17 | 10 | - | 0 | - | 0 | - | 0 |
11 | Warburg Global Konzept Stabilisierung | 5 | - | 0 | 3 | 5 | 0 | 0 | - | 0 | - | 0 | 1 | 0 |
12 | M & W Capital | 0 | E | 0 | 1 | 0 | 6 | 0 | 1 | 0 | - | 0 | 1 | 0 |
13 | DNB Eco Absolute Return | 0 | - | 0 | 1 | 0 | 5 | 0 | - | 0 | - | 0 | - | 0 |
14 | C-Quadrat SMN Equity Trend Plus | 0 | - | 0 | 1 | 0 | 0 | 0 | - | 0 | - | 0 | 1 | 0 |
Sortierkriterium: Punkte Gesamt, Quelle: Testverfahren DER FONDS, Berechnung und Daten: FWW Fundservices GmbH (Stichtag: 9. Juli 2015), Wertentwicklung auf Euro-Basis