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Fonds-Crashtest

DAS INVESTMENT kürt gemeinsam mit der Münchner Analysegesellschaft FWW Fundservices GmbH in jeder Ausgabe die besten Angebote einer Anlagekategorie (Aktien Global, Aktien Europa, Hochzinsanleihen etc.). Dabei berücksichtigt die Redaktion nur Fonds, die mindestens fünf Jahre alt sind und mindestens 10 Millionen Euro Volumen auf die Waage bringen. Punkten können die Testteilnehmer in drei Bereichen: Performance, Stressverhalten, Aktives Management. Die dort erzielten Ergebnisse fließen im Verhältnis 40/30/30 in das Endergebnis ein. Mehr Infos zum Testverfahren.

  Fonds Punkte
Gesamt		 Pkt. Perfor-
mance		 Pkt. Stress-
test		 Pkt. Rating Perf. 3
Jahre		 Max.
Verlust 3
Jahre		 Vol. in
Mio. €
1 Lyxor ETF Stoxx Europe 600 Construction & Materials 236 89 87 60 73,8% 20,7% 28
2 I-Shares Stoxx Europe 600 Construction & Materials 221 88 91 42 73,9% 20,5% 27
3 Robeco SAM Smart Materials Fund 219 90 94 35 43,4% 23,5% 229
4 Lyxor ETF MSCI World Materials 201 84 77 40 7,5% 28,3% 39
5 Source Stoxx Europe 600 Optimised Const. & Materials 194 84 83 27 70,2% 20,9% 30
6 T. Rowe Price Global Natural Resources Equity 179 74 60 45 10,2% 38,4% 241
7 LM Martin Currie Global Resources Fund 172 71 61 40 1,9% 36,8% 21
8 SSGA Materials Index Equity Fund 170 77 63 30 3,4% 31,6% 23
9 KBC Equity Fund Commodities & Materials 146 73 68 5 0,7% 30,3% 13
10 Carmignac Commodities 144 25 92 27 -12,3% 27,3% 449
11 Amundi ETF MSCI Europe Materials ETF 143 68 55 20 3,9% 29,4% 24
12 Aberdeen World Resources Equity 139 45 67 27 -12,9% 41,8% 99
13 Blackrock Natural Resources Growth & Income Fund 136 32 67 37 -9,9% 40,0% 12
14 NN Materials 124 63 56 5 0,8% 32,5% 50
15 Axa Framlington Hybrid Resources 108 15 83 10 -26,0% 36,3% 49
16 Baring Global Resources Fund 94 23 49 22 -14,0% 37,3% 332
17 Pioneer Investments Aktien Rohstoffe 94 29 35 30 -5,9% 37,5% 76
18 Investec Global Natural Resources Fund 80 21 45 14 -22,2% 45,5% 134
19 LBBW Rohstoffe & Ressourcen 79 18 47 14 -31,0% 36,9% 28
20 KBL Natural Resources Equities 78 4 65 9 -24,2% 35,8% 13
21 Deka-Lux-Global Resources CF 77 23 37 17 -20,6% 37,0% 78
22 Julius Baer Natural Resources Fund 73 14 47 12 -26,1% 45,0% 17
23 DWS Global Natural Resources Equity Typ O 70 20 38 12 -20,4% 34,9% 49
24 Franklin Natural Resources Fund 63 19 22 22 -16,2% 49,8% 170
25 Amundi Equity Global Resources 52 15 22 15 -22,9% 45,3% 71
26 Sunares Sustainable Natural Resources 31 15 16 0 -45,0% 49,2% 12
27 Source Stoxx Europe 600 Optimised Basic Resources ETF 28 5 14 9 -29,5% 44,2% 159
28 I-Shares Stoxx Europe 600 Basic Resources 27 -5 18 14 -27,9% 42,9% 102
29 DB X-Trackers Stoxx Europe 600 Basic Resources ETF 25 -5 16 14 -28,0% 43,0% 35
30 Comstage Stoxx Europe 600 Basic Resources ETF 24 -3 18 9 -27,8% 42,9% 15
31 Schoellerbank Global Resources 20 -11 31 0 -40,0% 45,3% 72
32 Lyxor ETF Stoxx Europe 600 Basic Resources 19 -5 15 9 -28,1% 43,1% 175
33 Earth Exploration Fund UI 10 10 0 0 -56,8% 66,5% 15
34 VCH Expert Natural Resources -1 -17 12 4 -46,7% 53,5% 17
35 First State Global Resources Fund -1 -25 11 13 -35,7% 49,7% 429
36 ME Fonds Pergamon -8 -15 7 0 -52,7% 57,8% 12
37 Blackrock World Mining Fund -17 -25 1 7 -53,5% 66,0% 2778
38 JPM Global Natural Resources -20 -25 5 0 -50,9% 56,3% 479
39 Allianz Rohstofffonds -22 -25 3 0 -54,8% 61,8% 258
40 Allianz Global Metals and Mining -23 -25 2 0 -55,2% 62,1% 269
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 Robeco SAM Smart Materials Fund 90 15,1% 26 43,4% 22 53,0% 17 25 5 5 5 5 5
2 Lyxor ETF Stoxx Europe 600 Construction & Materials 89 25,0% 30 73,8% 24 73,5% 20 15 5 5 5 5 -5
3 I-Shares Stoxx Europe 600 Construction & Materials 88 24,9% 29 73,9% 25 72,9% 19 15 5 5 5 5 -5
4 Source Stoxx Europe 600 Optimised Const. & Materials 84 23,8% 28 70,2% 23 68,4% 18 15 5 5 5 5 -5
5 Lyxor ETF MSCI World Materials 84 2,4% 24 7,5% 20 4,5% 15 25 5 5 5 5 5
6 SSGA Materials Index Equity Fund 77 1,0% 22 3,4% 18 -1,2% 12 25 5 5 5 5 5
7 T. Rowe Price Global Natural Resources Equity 74 -8,9% 12 10,2% 21 6,0% 16 25 5 5 5 5 5
8 KBC Equity Fund Commodities & Materials 73 -0,9% 19 0,7% 15 -0,6% 14 25 5 5 5 5 5
9 LM Martin Currie Global Resources Fund 71 -3,6% 18 1,9% 17 -2,2% 11 25 5 5 5 5 5
10 Amundi ETF MSCI Europe Materials ETF 68 0,6% 21 3,9% 19 -1,1% 13 15 5 5 5 5 -5
11 NN Materials 63 1,7% 23 0,8% 16 -10,9% 9 15 5 5 5 5 -5
12 Aberdeen World Resources Equity 45 -11,3% 11 -12,9% 11 -11,6% 8 15 -5 5 5 5 5
13 Blackrock Natural Resources Growth & Income Fund 32 -12,4% 9 -9,9% 13 0,0% 0 10 -5 5 5 5 0
14 Pioneer Investments Aktien Rohstoffe 29 -21,0% 0 -5,9% 14 -10,0% 10 5 -5 5 5 -5 5
15 Carmignac Commodities 25 -7,9% 15 -12,3% 12 -28,7% 3 -5 5 5 -5 -5 -5
16 Baring Global Resources Fund 23 -4,6% 16 -14,0% 10 -29,4% 2 -5 5 5 -5 -5 -5
17 Deka-Lux Global Resources CF 23 -15,5% 5 -20,6% 7 -26,4% 6 5 -5 5 5 -5 5
18 Investec Global Natural Resources Fund 21 -14,9% 6 -22,2% 6 -27,4% 4 5 -5 5 0 0 5
19 DWS Global Natural Resources Equity Typ O 20 -3,9% 17 -20,4% 8 -37,2% 0 -5 5 5 -5 -5 -5
20 Franklin Natural Resources Fund 19 -14,1% 8 -16,2% 9 -16,1% 7 -5 -5 -5 5 -5 5
21 LBBW Rohstoffe & Ressourcen 18 -8,4% 13 -31,0% 0 -37,9% 0 5 5 -5 -5 5 5
22 Axa Framlington Hybrid Resources 15 -19,1% 2 -26,0% 3 -26,8% 5 5 -5 5 -5 5 5
23 Sunares Sustainable Natural Resources 15 -0,3% 20 -45,0% 0 -54,0% 0 -5 5 -5 -5 -5 5
24 Amundi Equity Global Resources 15 -8,2% 14 -22,9% 5 -30,2% 1 -5 5 -5 -5 -5 5
25 Julius Baer Natural Resources Fund 14 -14,1% 7 -26,1% 2 -30,7% 0 5 -5 -5 5 5 5
26 Earth Exploration Fund UI 10 11,4% 25 -56,8% 0 -73,1% 0 -15 5 -5 -5 -5 -5
27 Source Stoxx Europe 600 Optimised Basic Resources 5 -24,0% 0 -29,5% 0 -44,3% 0 5 -5 5 5 5 -5
28 KBL Natural Resources Equities 4 -12,0% 10 -24,2% 4 -34,3% 0 -10 -5 -5 0 -5 5
29 Comstage Stoxx Europe 600 Basic Resources ETF -3 -21,0% 1 -27,8% 1 -42,3% 0 -5 -5 -5 5 5 -5
30 I-Shares Stoxx Europe 600 Basic Resources (DE) -5 -21,1% 0 -27,9% 0 -43,9% 0 -5 -5 -5 5 5 -5
31 Lyxor ETF Stoxx Europe 600 Basic Resources -5 -21,1% 0 -28,1% 0 -42,7% 0 -5 -5 -5 5 5 -5
32 DB X-Trackers Stoxx Europe 600 Basic Resources ETF -5 -21,0% 0 -28,0% 0 -42,6% 0 -5 -5 -5 5 5 -5
33 Schoellerbank Global Resources -11 -16,0% 4 -40,0% 0 -46,6% 0 -15 -5 -5 -5 -5 5
34 ME Fonds Pergamon A -15 -21,4% 0 -52,7% 0 -64,7% 0 -15 -5 -5 -5 -5 5
35 VCH Expert Natural Resources -17 -18,5% 3 -46,7% 0 -56,7% 0 -20 -5 -5 -5 -5 0
36 JPM Global Natural Resources -25 -25,6% 0 -50,9% 0 -61,9% 0 -25 -5 -5 -5 -5 -5
37 Allianz Rohstofffonds -25 -31,1% 0 -54,8% 0 -68,0% 0 -25 -5 -5 -5 -5 -5
38 Blackrock World Mining Fund -25 -30,6% 0 -53,5% 0 -65,1% 0 -25 -5 -5 -5 -5 -5
39 First State Global Resources Fund -25 -22,5% 0 -35,7% 0 -49,1% 0 -25 -5 -5 -5 -5 -5
40 Allianz Global Metals and Mining -25 -31,3% 0 -55,2% 0 0,0% 0 -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 Robeco SAM Smart Materials Fund 94 12,5% 29 23,5% 36 0,59 29
2 Carmignac Commodities 92 12,1% 30 27,3% 35 0,7 27
3 I-Shares Stoxx Europe 600 Construction & Materials 91 14,5% 26 20,5% 39 0,71 26
4 Lyxor ETF Stoxx Europe 600 Construction & Materials 87 14,6% 24 20,7% 38 0,71 25
5 Axa Framlington Hybrid Resources 83 13,1% 28 36,3% 27 0,69 28
6 Source Stoxx Europe 600 Optimised Const. & Materials 83 14,8% 22 20,9% 37 0,72 24
7 Lyxor ETF MSCI World Materials 77 14,7% 23 28,3% 34 0,86 20
8 KBC Equity Fund Commodities & Materials 68 14,8% 21 30,3% 32 0,92 15
9 Aberdeen World Resources Equity 67 14,3% 27 41,8% 19 0,85 21
10 Blackrock Natural Resources Growth & Income Fund 67 14,5% 25 40,0% 20 0,84 22
11 KBL Natural Resources Equities 65 14,8% 20 35,8% 28 0,9 17
12 SSGA Materials Index Equity Fund 63 15,0% 18 31,6% 31 0,94 14
13 LM Martin Currie Global Resources Fund 61 15,0% 17 36,8% 26 0,88 18
14 T. Rowe Price Global Natural Resources Equity 60 15,1% 16 38,4% 21 0,83 23
15 NN Materials 56 15,6% 14 32,5% 30 0,95 12
16 Amundi ETF MSCI Europe Materials ETF 55 15,9% 12 29,4% 33 0,98 10
17 Baring Global Resources Fund 49 15,7% 13 37,3% 23 0,94 13
18 LBBW Rohstoffe & Ressourcen 47 17,0% 11 36,9% 25 0,97 11
19 Julius Baer Natural Resources Fund 47 15,4% 15 45,0% 13 0,87 19
20 Investec Global Natural Resources Fund 45 15,0% 19 45,5% 10 0,91 16
21 DWS Global Natural Resources Equity Typ O 38 18,9% 6 34,9% 29 1,14 3
22 Deka-Lux-Global Resources CF 37 17,8% 9 37,0% 24 1,09 4
23 Pioneer Investments Aktien Rohstoffe 35 18,4% 8 37,5% 22 1,04 5
24 Schoellerbank Global Resources (T) 31 17,4% 10 45,3% 12 0,99 9
25 Amundi Equity Global Resources 22 19,3% 5 45,3% 11 1,04 6
26 Franklin Natural Resources Fund 22 18,7% 7 49,8% 7 1,02 8
27 Comstage Stoxx Europe 600 Basic Resources 18 21,6% 0 42,9% 18 1,25 0
28 I-Shares Stoxx Europe 600 Basic Resources 18 21,5% 1 42,9% 17 1,25 0
29 Sunares Sustainable Natural Resources 16 22,2% 0 49,2% 9 1,02 7
30 DB X-Trackers Stoxx Europe 600 Basic Resources ETF 16 21,7% 0 43,0% 16 1,25 0
31 Lyxor ETF Stoxx Europe 600 Basic Resources 15 21,7% 0 43,1% 15 1,25 0
32 Source Stoxx Europe 600 Optimised Basic Resources ETF 14 22,1% 0 44,2% 14 1,28 0
33 VCH Expert Natural Resources 12 19,6% 4 53,5% 6 1,18 2
34 First State Global Resources Fund 11 20,2% 3 49,7% 8 1,23 0
35 ME Fonds Pergamon 7 20,3% 2 57,8% 4 1,2 1
36 JPM Global Natural Resources 5 22,5% 0 56,3% 5 1,34 0
37 Allianz Rohstofffonds 3 24,6% 0 61,8% 3 1,41 0
38 Allianz Global Metals and Mining 2 24,7% 0 62,1% 2 1,45 0
39 Blackrock World Mining Fund 1 23,0% 0 66,0% 1 1,35 0
40 Earth Exploration Fund UI 0 32,0% 0 66,5% 0 1,54 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 Lyxor ETF Stoxx Europe 600 Construction & Materials 60 - 0 5 20 18 20 4 10 - 0 5 10
2 T. Rowe Price Global Natural Resources Equity 45 - 0 5 20 13 5 5 20 - 0 - 0
3 I-Shares Stoxx Europe 600 Construction & Materials 42 - 0 5 20 13 5 4 10 - 0 4 7
4 LM Martin Currie Global Resources Fund 40 - 0 5 20 6 0 4 10 - 0 5 10
5 Lyxor ETF MSCI World Materials 40 - 0 5 20 15 10 2 0 - 0 5 10
6 Blackrock Natural Resources Growth & Income Fund 37 - 0 5 20 9 0 4 10 - 0 4 7
7 Robeco SAM Smart Materials Fund 35 D 0 5 20 9 0 3 5 - 0 5 10
8 SSGA Materials Index Equity Fund 30 - 0 4 10 14 10 2 0 - 0 5 10
9 Pioneer Investments Aktien Rohstoffe 30 - 0 4 10 8 0 4 10 - 0 5 10
10 Carmignac Commodities 27 - 0 4 10 8 0 4 10 - 0 4 7
11 Source Stoxx Europe 600 Optimised Const. & Materials 27 - 0 4 10 12 5 3 5 - 0 4 7
12 Aberdeen World Resources Equity 27 - 0 4 10 5 0 4 10 - 0 4 7
13 Franklin Natural Resources Fund 22 - 0 4 10 10 5 2 0 - 0 4 7
14 Baring Global Resources Fund (USD) 22 - 0 4 10 5 0 3 5 - 0 4 7
15 Amundi ETF MSCI Europe Materials ETF 20 - 0 3 5 12 5 2 0 - 0 5 10
16 Deka Lux-Global Resources CF 17 - 0 3 5 8 0 3 5 - 0 4 7
17 Amundi Equity Global Resources 15 - 0 4 10 4 0 3 5 - 0 - 0
18 Investec Global Natural Resources Fund 14 - 0 3 5 7 0 3 5 - 0 3 4
19 DB X-Trackers Stoxx Europe 600 Basic Resources ETF 14 - 0 3 5 10 5 1 0 - 0 3 4
20 LBBW Rohstoffe & Ressourcen 14 - 0 3 5 4 0 3 5 - 0 3 4
21 I-Shares Stoxx Europe 600 Basic Resources 14 - 0 3 5 12 5 1 0 - 0 3 4
22 First State Global Resources Fund 13 - 0 2 0 6 0 3 5 1 4 3 4
23 DWS Global Natural Resources Equity Typ O 12 - 0 2 0 8 0 3 5 - 0 4 7
24 Julius Baer Natural Resources Fund 12 - 0 2 0 5 0 3 5 - 0 4 7
25 Axa Framlington Hybrid Resources 10 - 0 2 0 8 0 4 10 - 0 - 0
26 Source Stoxx Europe 600 Optimised Basic Resources ETF 9 - 0 3 5 3 0 1 0 - 0 3 4
27 Lyxor ETF Stoxx Europe 600 Basic Resources 9 - 0 3 5 8 0 1 0 - 0 3 4
28 Comstage Stoxx Europe 600 Basic Resources ETF 9 - 0 3 5 8 0 1 0 - 0 3 4
29 KBL Natural Resources Equities 9 - 0 2 0 4 0 3 5 - 0 3 4
30 Blackrock World Mining Fund 7 - 0 1 0 7 0 2 0 2 7 1 0
31 NN Materials 5 - 0 3 5 - 0 2 0 - 0 - 0
32 KBC Equity Fund Commodities & Materials 5 - 0 2 0 11 5 2 0 - 0 1 0
33 VCH Expert Natural Resources 4 - 0 1 0 3 0 2 0 - 0 3 4
34 ME Pergamon 0 - 0 1 0 4 0 2 0 - 0 1 0
35 Earth Exploration Fund UI 0 - 0 2 0 5 0 1 0 - 0 2 0
36 JPM Global Natural Resources 0 - 0 1 0 6 0 2 0 - 0 1 0
37 Allianz Rohstofffonds 0 - 0 1 0 6 0 1 0 - 0 1 0
38 Sunares Sustainable Natural Resources 0 - 0 2 0 4 0 2 0 - 0 - 0
39 Schoellerbank Global Resources 0 - 0 1 0 4 0 2 0 - 0 - 0
40 Allianz Global Metals and Mining 0 - 0 1 0 6 0 1 0 - 0 - 0

Sortierkriterium: Punkte Gesamt, Quelle: Testverfahren DER FONDS, Berechnung und Daten: FWW Fundservices GmbH (Stichtag: 10. November 2015), Wertentwicklung auf Euro-Basis

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