Fonds-Crashtest
Fonds | Punkte Gesamt |
Pkt. Perfor- mance |
Pkt. Stress- test |
Pkt. Rating | Perf. 3 Jahre |
Max. Verlust 3 Jahre |
Vol. in Mio. € |
|
---|---|---|---|---|---|---|---|---|
1 | Kepler Small Cap Aktienfonds | 216 | 72 | 100 | 44 | 73,7% | 7,4% | 51 |
2 | Goldman Sachs Global Small Cap Core Equity | 206 | 83 | 68 | 55 | 69,4% | 13,2% | 423 |
3 | Invesco Global Smaller Companies Equity Fund | 205 | 84 | 76 | 45 | 77,8% | 17,7% | 123 |
4 | Schroder Global Smaller Companies | 205 | 75 | 88 | 42 | 67,7% | 12,4% | 272 |
5 | Axa Rosenberg Global Small Cap Alpha Fund | 202 | 95 | 72 | 35 | 78,6% | 14,1% | 400 |
6 | Invesco Global Small Cap Equity Fund | 187 | 57 | 90 | 40 | 61,0% | 13,0% | 370 |
7 | Siemens Global Growth | 180 | 77 | 61 | 42 | 93,3% | 15,9% | 15 |
8 | Franklin Global Small Mid-Cap Growth Fund | 160 | 49 | 74 | 37 | 68,7% | 18,1% | 241 |
9 | Blackrock Global Small Cap Fund | 146 | 54 | 68 | 24 | 57,7% | 14,5% | 394 |
10 | Sparinvest Global Small Cap Value | 137 | 41 | 87 | 9 | 53,2% | 13,9% | 45 |
11 | Triodos Sustainable Pioneer Fund | 134 | 38 | 66 | 30 | 76,1% | 14,2% | 151 |
12 | RIV Aktieninvest Global | 128 | 23 | 95 | 10 | 34,6% | 10,7% | 27 |
13 | DWS Global Small/Mid Cap | 125 | 35 | 85 | 5 | 53,4% | 8,6% | 45 |
14 | Robeco SAM Global Small Cap Equities | 110 | 26 | 79 | 5 | 49,5% | 10,2% | 12 |
15 | Templeton Global Smaller Companies Fund | 92 | 16 | 76 | 0 | 43,1% | 14,2% | 128 |
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 | Axa Rosenberg Global Small Cap Alpha Fund | 95 | 23,9% | 26 | 78,6% | 24 | 133,4% | 20 | 25 | 5 | 5 | 5 | 5 | 5 |
2 | Invesco Global Smaller Companies Equity Fund | 84 | 22,0% | 24 | 77,8% | 23 | 116,3% | 17 | 20 | 5 | 0 | 5 | 5 | 5 |
3 | Goldman Sachs Global Small Cap Core Equity | 83 | 23,0% | 25 | 69,4% | 20 | 127,9% | 18 | 20 | 5 | 5 | 0 | 5 | 5 |
4 | Siemens Global Growth | 77 | 26,4% | 28 | 93,3% | 25 | 131,1% | 19 | 5 | 5 | -5 | 5 | -5 | 5 |
5 | Schroder Global Smaller Companies | 75 | 25,4% | 27 | 67,7% | 18 | 105,7% | 15 | 15 | 5 | 5 | -5 | 5 | 5 |
6 | Kepler Small Cap Aktienfonds | 72 | 34,8% | 30 | 73,7% | 21 | 110,6% | 16 | 5 | 5 | -5 | -5 | 5 | 5 |
7 | Invesco Global Small Cap Equity Fund | 57 | 18,3% | 22 | 61,0% | 17 | 89,9% | 13 | 5 | -5 | 0 | 0 | 5 | 5 |
8 | Blackrock Global Small Cap Fund | 54 | 13,7% | 19 | 57,7% | 16 | 95,5% | 14 | 5 | -5 | 5 | -5 | 5 | 5 |
9 | Franklin Global Small Mid-Cap Growth Fund | 49 | 19,6% | 23 | 68,7% | 19 | 88,4% | 12 | -5 | 0 | -5 | 5 | 0 | -5 |
10 | Sparinvest Global Small Cap Value | 41 | 10,5% | 16 | 53,2% | 14 | 82,4% | 11 | 0 | -5 | 5 | 0 | -5 | 5 |
11 | Triodos Sustainable Pioneer Fund | 38 | 16,6% | 21 | 76,1% | 22 | 62,4% | 10 | -15 | -5 | 5 | -5 | -5 | -5 |
12 | DWS Global Small/Mid Cap | 35 | 26,6% | 29 | 53,4% | 15 | 29,7% | 6 | -15 | 5 | -5 | -5 | -5 | -5 |
13 | Robeco SAM Global Small Cap Equities | 26 | 14,6% | 20 | 49,5% | 13 | 42,3% | 8 | -15 | -5 | 5 | -5 | -5 | -5 |
14 | RIV Aktieninvest Global | 23 | 13,1% | 18 | 34,6% | 11 | 45,1% | 9 | -15 | -5 | -5 | -5 | -5 | 5 |
15 | Templeton Global Smaller Companies Fund | 16 | 11,0% | 17 | 43,1% | 12 | 39,2% | 7 | -20 | -5 | -5 | 0 | -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 | Kepler Small Cap Aktienfonds | 100 | 7,4% | 30 | 7,4% | 40 | 0,77 | 30 |
2 | RIV Aktieninvest Global | 95 | 7,5% | 29 | 10,7% | 37 | 0,82 | 29 |
3 | Invesco Global Small Cap Equity Fund | 90 | 7,7% | 28 | 13,0% | 35 | 0,92 | 27 |
4 | Schroder Global Smaller Companies | 88 | 8,4% | 27 | 12,4% | 36 | 1,02 | 25 |
5 | Sparinvest Global Small Cap Value | 87 | 8,4% | 26 | 13,9% | 33 | 0,85 | 28 |
6 | DWS Global Small/Mid Cap | 85 | 8,9% | 23 | 8,6% | 39 | 1,02 | 23 |
7 | Robeco SAM Global Small Cap Equities | 79 | 9,2% | 20 | 10,2% | 38 | 1,08 | 21 |
8 | Invesco Global Smaller Companies Equity Fund | 76 | 8,7% | 25 | 17,7% | 27 | 1,02 | 24 |
9 | Templeton Global Smaller Companies Fund | 76 | 8,9% | 24 | 14,2% | 30 | 1,04 | 22 |
10 | Franklin Global Small Mid-Cap Growth Fund | 74 | 9,1% | 22 | 18,1% | 26 | 0,98 | 26 |
11 | Axa Rosenberg Global Small Cap Alpha Fund | 72 | 9,1% | 21 | 14,1% | 32 | 1,12 | 19 |
12 | Blackrock Global Small Cap Fund | 68 | 9,5% | 19 | 14,5% | 29 | 1,12 | 20 |
13 | Goldman Sachs Global Small Cap Core Equity | 68 | 10,3% | 18 | 13,2% | 34 | 1,26 | 16 |
14 | Triodos Sustainable Pioneer Fund | 66 | 11,2% | 17 | 14,2% | 31 | 1,18 | 18 |
15 | Siemens Global Growth | 61 | 13,3% | 16 | 15,9% | 28 | 1,22 | 17 |
Fonds | Pkt Ratings |
Feri | Pkt. Feri |
FWW Fundstars |
Pkt. FWW Fundstars |
Lipper | Pkt. Lipper |
Morningstar | Pkt. Morningstar |
Sauren | Pkt. Sauren |
Telos | Pkt. Telos |
|
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
1 | Goldman Sachs Global Small Cap Core Equity | 55 | A | 20 | 3 | 5 | 18 | 20 | 4 | 10 | - | 0 | - | 0 |
2 | Invesco Global Smaller Companies Equity Fund | 45 | B | 10 | 5 | 20 | 17 | 10 | 3 | 5 | - | 0 | - | 0 |
3 | Kepler Small Cap Aktienfonds | 44 | B | 10 | 5 | 20 | 12 | 5 | 3 | 5 | - | 0 | 3 | 4 |
4 | Schroder Global Smaller Companies | 42 | B | 10 | 4 | 10 | 16 | 10 | 3 | 5 | - | 0 | 4 | 7 |
5 | Siemens Global Growth | 42 | B | 10 | 3 | 5 | 9 | 0 | 5 | 20 | - | 0 | 4 | 7 |
6 | Invesco Global Small Cap Equity Fund | 40 | C | 5 | 4 | 10 | 14 | 10 | 3 | 5 | - | 0 | 5 | 10 |
7 | Franklin Global Small Mid-Cap Growth Fund | 37 | C | 5 | 4 | 10 | 15 | 10 | 3 | 5 | - | 0 | 4 | 7 |
8 | Axa Rosenberg Global Small Cap Alpha Fund | 35 | - | 0 | 5 | 20 | 16 | 10 | 3 | 5 | - | 0 | - | 0 |
9 | Triodos Sustainable Pioneer Fund | 30 | E | 0 | 3 | 5 | 12 | 5 | 4 | 10 | - | 0 | 5 | 10 |
10 | Blackrock Global Small Cap Fund | 24 | B | 10 | 2 | 0 | 13 | 5 | 3 | 5 | - | 0 | 3 | 4 |
11 | RIV Aktieninvest Global | 10 | - | 0 | 1 | 0 | 10 | 5 | 3 | 5 | - | 0 | 2 | 0 |
12 | Sparinvest Global Small Cap Value | 9 | C | 5 | 2 | 0 | 9 | 0 | 2 | 0 | 1 | 4 | 2 | 0 |
13 | Robeco SAM Global Small Cap Equities | 5 | - | 0 | 1 | 0 | 11 | 5 | 0 | - | 0 | 2 | 0 | |
14 | DWS Global Small/Mid Cap | 5 | E | 0 | - | 0 | 11 | 5 | 2 | 0 | - | 0 | 2 | 0 |
15 | Templeton Global Smaller Companies Fund | 0 | E | 0 | 1 | 0 | 8 | 0 | 1 | 0 | - | 0 | 2 | 0 |
Sortierkriterium: Punkte Gesamt, Quelle: Testverfahren DER FONDS, Berechnung und Daten: FWW Fundservices GmbH (Stichtag: 21. August 2015), Wertentwicklung auf Euro-Basis