Fonds-Crashtest
Fonds | Punkte Gesamt |
Pkt. Perfor- mance |
Pkt. Stress- test |
Pkt. Rating | Perf. 3 Jahre |
Max. Verlust 3 Jahre |
Vol. in Mio. € |
|
---|---|---|---|---|---|---|---|---|
1 | Fidelity Australia Fund | 218 | 91 | 97 | 30 | 13,8% | 15,3% | 336 |
2 | Lyxor ETF Australia S&P ASX 200 | 200 | 77 | 83 | 40 | 10,1% | 27,6% | 49 |
3 | DB X-Trackers S&P/ASX 200 ETF | 188 | 75 | 88 | 25 | 9,5% | 16,1% | 75 |
4 | Baring Australia Fund | 175 | 76 | 89 | 10 | 11,4% | 28,7% | 74 |
5 | Aberdeen Australasian Equity Fund | 171 | 66 | 100 | 5 | 8,4% | 13,4% | 41 |
6 | Candriam Equities Australia | 165 | 66 | 89 | 10 | 13,4% | 16,0% | 220 |
7 | I-Shares MSCI Australia ETF | 159 | 68 | 76 | 15 | 9,7% | 32,4% | 169 |
8 | UBS Equity Fund Australia | 153 | 71 | 82 | 0 | 11,2% | 17,4% | 234 |
9 | Parvest Equity Australia | 138 | 45 | 88 | 5 | 6,6% | 18,9% | 44 |
10 | Nestor Australien Fonds | 113 | 40 | 73 | 0 | -51,2% | 62,1% | 15 |
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 | Fidelity Australia Fund | 91 | 3,7% | 26 | 13,8% | 25 | 35,2% | 20 | 20 | 0 | 5 | 5 | 5 | 5 |
2 | Lyxor ETF Australia S&P ASX 200 | 77 | 1,5% | 24 | 10,1% | 21 | 27,4% | 17 | 15 | -5 | 5 | 5 | 5 | 5 |
3 | Baring Australia Fund | 76 | 6,8% | 29 | 11,4% | 23 | 22,3% | 14 | 10 | 5 | 5 | 5 | -5 | 0 |
4 | DB X-Trackers S&P/ASX 200 ETF | 75 | 1,1% | 23 | 9,5% | 19 | 27,5% | 18 | 15 | -5 | 5 | 5 | 5 | 5 |
5 | UBS Equity Fund Australia | 71 | 3,2% | 25 | 11,2% | 22 | 29,3% | 19 | 5 | -5 | -5 | 5 | 5 | 5 |
6 | I-Shares MSCI Australia ETF | 68 | 0,4% | 22 | 9,7% | 20 | 26,8% | 16 | 10 | -5 | 5 | 5 | 5 | 0 |
7 | Aberdeen Australasian Equity Fund | 66 | 10,0% | 30 | 8,4% | 18 | 20,6% | 13 | 5 | 5 | 5 | -5 | 5 | -5 |
8 | Candriam Equities Australia | 66 | 5,2% | 27 | 13,4% | 24 | 25,0% | 15 | 0 | 5 | -5 | 5 | -5 | 0 |
9 | Parvest Equity Australia | 45 | -1,7% | 21 | 6,6% | 17 | 20,5% | 12 | -5 | -5 | -5 | 5 | 5 | -5 |
10 | Nestor Australien Fonds | 40 | 5,5% | 28 | -51,2% | 16 | -60,0% | 11 | -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 | Aberdeen Australasian Equity Fund | 100 | 15,6% | 30 | 13,4% | 40 | 0,90 | 30 |
2 | Fidelity Australia Fund | 97 | 16,5% | 29 | 15,3% | 39 | 0,95 | 29 |
3 | Baring Australia Fund | 89 | 16,9% | 28 | 28,7% | 33 | 0,98 | 28 |
4 | Candriam Equities Australia | 89 | 17,6% | 24 | 16,0% | 38 | 0,99 | 27 |
5 | DB X-Trackers S&P/ASX 200 ETF | 88 | 17,3% | 26 | 16,1% | 37 | 1,01 | 25 |
6 | Parvest Equity Australia | 88 | 17,1% | 27 | 18,9% | 35 | 0,99 | 26 |
7 | Lyxor ETF Australia S&P ASX 200 | 83 | 17,4% | 25 | 27,6% | 34 | 1,02 | 24 |
8 | UBS Equity Fund Australia | 82 | 17,9% | 23 | 17,4% | 36 | 1,03 | 23 |
9 | I-Shares MSCI Australia ETF | 76 | 18,0% | 22 | 32,4% | 32 | 1,04 | 22 |
10 | Nestor Australien Fonds | 73 | 25,2% | 21 | 62,1% | 31 | 1,05 | 21 |
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 Australia S&P ASX 200 | 40 | - | 0 | 5 | 20 | 14 | 10 | 4 | 10 | - | 0 | 1 | 0 |
2 | Fidelity Australia Fund | 30 | - | 0 | 5 | 20 | 13 | 5 | 3 | 5 | - | 0 | 1 | 0 |
3 | DB X-Trackers S&P/ASX 200 ETF | 25 | - | 0 | 3 | 5 | 14 | 10 | 4 | 10 | - | 0 | 2 | 0 |
4 | I-Shares MSCI Australia ETF | 15 | - | 0 | 3 | 5 | 12 | 5 | 3 | 5 | - | 0 | 2 | 0 |
5 | Baring Australia Fund | 10 | - | 0 | 4 | 10 | 7 | 0 | 2 | 0 | - | 0 | 1 | 0 |
6 | Candriam Equities Australia | 10 | - | 0 | 4 | 10 | 9 | 0 | 2 | 0 | - | 0 | 2 | 0 |
7 | Aberdeen Australasian Equity Fund | 5 | - | 0 | 2 | 0 | 1 | 0 | 3 | 5 | - | 0 | 1 | 0 |
8 | Parvest Equity Australia | 5 | - | 0 | 1 | 0 | 5 | 0 | 3 | 5 | - | 0 | 1 | 0 |
9 | UBS Equity Fund Australia | 0 | - | 0 | 2 | 0 | 7 | 0 | 2 | 0 | - | 0 | 2 | 0 |
10 | Nestor Australien Fonds | 0 | - | 0 | 1 | 0 | 4 | 0 | 1 | 0 | - | 0 | 1 | 0 |
Sortierkriterium: Punkte Gesamt, Quelle: Testverfahren DER FONDS, Berechnung und Daten: FWW Fundservices GmbH (Stichtag: 2. Dezember 2015), Wertentwicklung auf Euro-Basis