Fonds-Crashtest
Fonds | Punkte Gesamt |
Pkt. Perfor- mance |
Pkt. Stress- test |
Pkt. Rating | Perf. 3 Jahre |
Max. Verlust 3 Jahre |
Vol. in Mio. € |
|
---|---|---|---|---|---|---|---|---|
1 | Invesco Pan European High Income Fund | 237 | 82 | 95 | 60 | 23,90 | 7,65 | 7150 |
2 | Unirak | 225 | 97 | 74 | 54 | 34,73 | 15,12 | 3017 |
3 | Oddo Pro-Actif Europe | 204 | 69 | 85 | 50 | 23,16 | 11,92 | 714 |
4 | Oppenheim DA | 201 | 47 | 100 | 54 | 23,56 | 5,42 | 120 |
5 | Oyster Dynamic Allocation | 193 | 75 | 78 | 40 | 31,83 | 12,83 | 43 |
6 | Axa Optimal Income | 188 | 56 | 91 | 41 | 18,38 | 10,13 | 606 |
7 | HAIG Balance First Euro Invest | 175 | 37 | 96 | 42 | 11,64 | 8,60 | 22 |
8 | UBS Global Allocation Focus Europe | 169 | 52 | 82 | 35 | 19,39 | 13,72 | 179 |
9 | Merck Finck Vario Aktien Renten UI | 138 | 40 | 71 | 27 | 16,85 | 17,00 | 65 |
10 | Merck Finck Vermögensverwaltung Taktik UI | 130 | 40 | 76 | 14 | 19,02 | 13,96 | 11 |
11 | Deka-Balance Dynamisch CF | 127 | 35 | 87 | 5 | 10,14 | 12,23 | 107 |
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 | Unirak | 97 | 8,35 | 28 | 34,73 | 25 | 49,07 | 19 | 25 | 5 | 5 | 5 | 5 | 5 |
2 | Invesco Pan European High Income Fund | 82 | 2,40 | 24 | 23,90 | 23 | 52,44 | 20 | 15 | -5 | 5 | 5 | 5 | 5 |
3 | Oyster Dynamic Allocation | 75 | 8,40 | 29 | 31,83 | 24 | 25,42 | 17 | 5 | 5 | -5 | 5 | 5 | -5 |
4 | Oddo Pro-Actif Europe | 69 | 9,49 | 30 | 23,16 | 21 | 37,08 | 18 | 0 | 5 | -5 | -5 | 0 | 5 |
5 | Axa Optimal Income | 56 | 5,10 | 27 | 18,38 | 18 | 24,14 | 16 | -5 | 5 | -5 | -5 | -5 | 5 |
6 | UBS Global Allocation Focus Europe | 52 | -1,67 | 22 | 19,39 | 20 | 21,99 | 15 | -5 | -5 | 5 | 5 | -5 | -5 |
7 | Oppenheim DA | 47 | 3,45 | 26 | 23,56 | 22 | 21,82 | 14 | -15 | -5 | 5 | -5 | -5 | -5 |
8 | Merck Finck Vermögensverwaltung Taktik UI | 40 | 3,17 | 25 | 19,02 | 19 | 15,81 | 11 | -15 | -5 | -5 | 5 | -5 | -5 |
9 | Merck Finck Vario Aktien Renten UI | 40 | -2,51 | 21 | 16,85 | 17 | 16,44 | 12 | -10 | -5 | 5 | 0 | -5 | -5 |
10 | HAIG Balance First Euro Invest | 37 | 0,51 | 23 | 11,64 | 16 | 17,68 | 13 | -15 | -5 | -5 | -5 | -5 | 5 |
11 | Deka-Balance Dynamisch CF | 35 | -3,29 | 20 | 10,14 | 15 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
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 | Oppenheim DA | 100 | 4,26 | 30 | 5,42 | 40 | 0,50 | 30 |
2 | HAIG Balance First Euro Invest | 96 | 5,20 | 29 | 8,60 | 38 | 0,63 | 29 |
3 | Invesco Pan European High Income Fund | 95 | 5,45 | 28 | 7,65 | 39 | 0,75 | 28 |
4 | Axa Optimal Income | 91 | 6,08 | 27 | 10,13 | 37 | 0,84 | 27 |
5 | Deka-Balance Dynamisch CF | 87 | 7,31 | 26 | 12,23 | 35 | 0,86 | 26 |
6 | Oddo Pro-Actif Europe | 85 | 7,50 | 25 | 11,92 | 36 | 1,09 | 24 |
7 | UBS Global Allocation Focus Europe | 82 | 7,97 | 24 | 13,72 | 33 | 1,08 | 25 |
8 | Oyster Dynamic Allocation | 78 | 9,96 | 21 | 12,83 | 34 | 1,17 | 23 |
9 | Merck Finck Vermögensverwaltung Taktik UI | 76 | 9,39 | 22 | 13,96 | 32 | 1,20 | 22 |
10 | Unirak | 74 | 9,34 | 23 | 15,12 | 31 | 1,34 | 20 |
11 | Merck Finck Vario Aktien Renten UI | 71 | 9,97 | 20 | 17,00 | 30 | 1,26 | 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 | Invesco Pan European High Income Fund | 60 | B | 10 | 5 | 20 | 16 | 10 | 5 | 20 | 0 | 0 | ||
2 | Oppenheim DA | 54 | C | 5 | 5 | 20 | 12 | 5 | 5 | 20 | 0 | 3 | 4 | |
3 | Unirak | 54 | B | 10 | 4 | 10 | 16 | 10 | 5 | 20 | 0 | 3 | 4 | |
4 | Oddo Pro-Actif Europe | 50 | A | 20 | 4 | 10 | 9 | 0 | 4 | 10 | 0 | 5 | 10 | |
5 | HAIG Balance First Euro Invest | 42 | C | 5 | 4 | 10 | 17 | 10 | 4 | 10 | 0 | 4 | 7 | |
6 | Axa Optimal Income | 41 | B | 10 | 3 | 5 | 14 | 10 | 3 | 5 | 1 | 4 | 4 | 7 |
7 | Oyster Dynamic Allocation EUR | 40 | 0 | 5 | 20 | 13 | 5 | 3 | 5 | 0 | 5 | 10 | ||
8 | UBS Global Allocation Focus Europe | 35 | B | 10 | 1 | 0 | 13 | 5 | 4 | 10 | 0 | 5 | 10 | |
9 | Merck Finck Vario Aktien Renten UI | 27 | C | 5 | 2 | 0 | 10 | 5 | 4 | 10 | 0 | 4 | 7 | |
10 | Merck Finck Vermögensverwaltung Taktik UI | 14 | C | 5 | 2 | 0 | 9 | 0 | 3 | 5 | 0 | 3 | 4 | |
11 | Deka-Balance Dynamisch CF | 5 | 0 | 1 | 0 | 9 | 0 | 3 | 5 | 0 | 0 |
Sortierkriterium: Punkte Gesamt, Quelle: Testverfahren DER FONDS, Berechnung und Daten: FWW Fundservices GmbH (Stichtag: 4. Januar 2016), Wertentwicklung auf Euro-Basis