Fonds-Crashtest
Fonds | Punkte Gesamt |
Pkt. Perfor- mance |
Pkt. Stress- test |
Pkt. Rating | Perf. 3 Jahre |
Max. Verlust 3 Jahre |
Vol. in Mio. € |
|
---|---|---|---|---|---|---|---|---|
1 | Franklin Mena Fund | 210 | 81 | 89 | 40 | 58,1% | 27,5% | 187 |
2 | Magna Mena Fund | 199 | 70 | 84 | 45 | 115,5% | 24,8% | 49 |
3 | T. Rowe Price Middle East & Africa Equity Fund | 182 | 63 | 99 | 20 | 41,1% | 23,3% | 10 |
4 | Amundi Equity Mena | 173 | 63 | 85 | 25 | 54,5% | 28,1% | 98 |
5 | Schroder Middle East | 158 | 48 | 90 | 20 | 37,3% | 29,6% | 142 |
6 | I-Shares MSCI GCC ex-Saudi Arabia ETF | 155 | 60 | 83 | 12 | 42,6% | 31,4% | 14 |
7 | FT Emerging Arabia | 148 | 43 | 98 | 7 | 36,4% | 23,8% | 39 |
8 | JPM Emerging Middle East Equity | 134 | 46 | 88 | 0 | 19,8% | 29,8% | 146 |
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 | Franklin Mena Fund | 81 | -6,0% | 27 | 58,1% | 24 | 66,1% | 20 | 10 | 0 | 5 | 0 | 0 | 5 |
2 | Magna Mena Fund | 70 | 7,4% | 30 | 115,5% | 25 | - | 0 | 15 | 5 | 5 | 5 | -5 | 5 |
3 | Amundi Equity Mena | 63 | -7,9% | 25 | 54,5% | 23 | - | 0 | 15 | -5 | 5 | 5 | 5 | 5 |
4 | T. Rowe Price Middle East & Africa Equity Fund | 63 | -4,0% | 29 | 41,1% | 21 | 48,3% | 18 | -5 | 5 | -5 | -5 | 5 | -5 |
5 | I-Shares MSCI GCC ex-Saudi Arabia ETF | 60 | -11,2% | 24 | 42,6% | 22 | 48,6% | 19 | -5 | -5 | 0 | 0 | -5 | 5 |
6 | Schroder Middle East | 48 | -7,6% | 26 | 37,3% | 20 | 47,9% | 17 | -15 | -5 | -5 | -5 | 5 | -5 |
7 | JPM Emerging Middle East Equity | 46 | -5,9% | 28 | 19,8% | 18 | 8,0% | 15 | -15 | 0 | -5 | -5 | 0 | -5 |
8 | FT Emerging Arabia | 43 | -13,8% | 23 | 36,4% | 19 | 30,2% | 16 | -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 | T. Rowe Price Middle East & Africa Equity Fund | 99 | 13,5% | 30 | 23,3% | 40 | 0,85 | 29 |
2 | FT Emerging Arabia | 98 | 13,5% | 29 | 23,8% | 39 | 0,82 | 30 |
3 | Schroder Middle East | 90 | 16,5% | 28 | 29,6% | 35 | 1,07 | 27 |
4 | Franklin Mena Fund | 89 | 16,7% | 27 | 27,5% | 37 | 1,13 | 25 |
5 | JPM Emerging Middle East Equity | 88 | 17,1% | 26 | 29,8% | 34 | 0,99 | 28 |
6 | Amundi Equity Mena | 85 | 17,3% | 25 | 28,1% | 36 | 1,14 | 24 |
7 | Magna Mena Fund | 84 | 18,6% | 23 | 24,8% | 38 | 1,25 | 23 |
8 | I-Shares MSCI GCC ex-Saudi Arabia ETF | 83 | 17,8% | 24 | 31,4% | 33 | 1,09 | 26 |
Fonds | Pkt Ratings |
Feri | Pkt. Feri |
FWW Fundstars |
Pkt. FWW Fundstars |
Lipper | Pkt. Lipper |
Morningstar | Pkt. Morningstar |
Sauren | Pkt. Sauren |
Telos | Pkt. Telos |
|
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
1 | Magna Mena Fund | 45 | - | 0 | 5 | 20 | 12 | 5 | 5 | 20 | - | 0 | - | 0 |
2 | Franklin Mena Fund Class | 40 | - | 0 | 5 | 20 | 13 | 5 | 3 | 5 | - | 0 | 5 | 10 |
3 | Amundi Equity Mena | 25 | - | 0 | 3 | 5 | 15 | 10 | 4 | 10 | - | 0 | - | 0 |
4 | Schroder Middle East | 20 | - | 0 | 2 | 0 | 11 | 5 | 3 | 5 | - | 0 | 5 | 10 |
5 | T. Rowe Price Middle East & Africa Equity Fund | 20 | - | 0 | 4 | 10 | 11 | 5 | 3 | 5 | - | 0 | - | 0 |
6 | I-Shares MSCI GCC ex-Saudi Arabia ETF | 12 | - | 0 | 3 | 5 | 2 | 0 | 0 | - | 0 | 4 | 7 | |
7 | FT Emerging Arabia | 7 | - | 0 | 2 | 0 | 3 | 0 | 2 | 0 | - | 0 | 4 | 7 |
8 | JPM Emerging Middle East Equity | 0 | - | 0 | 1 | 0 | 7 | 0 | 2 | 0 | - | 0 | - | 0 |
Sortierkriterium: Punkte Gesamt, Quelle: Testverfahren DER FONDS, Berechnung und Daten: FWW Fundservices GmbH (Stichtag: 16. Oktober 2015), Wertentwicklung auf Euro-Basis