Fonds-Crashtest
Fonds | Punkte Gesamt |
Pkt. Perfor- mance |
Pkt. Stress- test |
Pkt. Rating | Perf. 3 Jahre |
Max. Verlust 3 Jahre |
Vol. in Mio. € |
|
---|---|---|---|---|---|---|---|---|
1 | Lupus Alpha Smaller German Champions | 233 | 89 | 84 | 60 | 64,99 | 16,20 | 183 |
2 | Uni Deutschland XS | 202 | 68 | 80 | 54 | 62,83 | 16,66 | 1108 |
3 | I-Shares M-Dax | 190 | 76 | 74 | 40 | 45,54 | 15,63 | 1774 |
4 | FPM Funds Stockpicker Germany Small/Mid Cap | 180 | 78 | 77 | 25 | 44,71 | 24,36 | 52 |
5 | DWS German Small/Mid Cap | 177 | 81 | 71 | 25 | 61,36 | 17,10 | 173 |
6 | Allianz Nebenwerte Deutschland | 167 | 71 | 66 | 30 | 44,91 | 18,23 | 682 |
7 | Warburg Small & Mid Caps Deutschland | 161 | 57 | 79 | 25 | 47,57 | 20,45 | 59 |
8 | DC Value One | 160 | 48 | 97 | 15 | 19,14 | 7,57 | 20 |
9 | KR Fonds Deutsche Aktien Spezial | 153 | 33 | 100 | 20 | 18,78 | 6,41 | 99 |
10 | CS Small and Mid Cap Germany Equity Fund | 145 | 49 | 74 | 22 | 40,29 | 18,73 | 424 |
11 | UBS Equity Fund Mid Caps Germany | 136 | 50 | 76 | 10 | 34,16 | 16,88 | 85 |
12 | Comstage S-Dax ETF | 128 | 29 | 85 | 14 | 38,56 | 18,43 | 42 |
13 | Value-Holdings Capital Partners Fund | 123 | 24 | 94 | 5 | 7,00 | 15,27 | 24 |
14 | UBS Equity Fund Small Caps Germany | 109 | 39 | 70 | 0 | 28,02 | 21,70 | 102 |
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 | Lupus Alpha Smaller German Champions | 89 | 5,34 | 30 | 64,99 | 25 | 92,67 | 19 | 15 | 5 | 5 | 5 | 5 | -5 |
2 | DWS German Small/Mid Cap | 81 | 0,95 | 23 | 61,36 | 23 | 94,65 | 20 | 15 | 5 | 5 | 5 | 5 | -5 |
3 | FPM Funds Stockpicker Germany Small/Mid Cap | 78 | 4,31 | 28 | 44,71 | 19 | 75,51 | 16 | 15 | 5 | -5 | 5 | 5 | 5 |
4 | I-Shares M-Dax | 76 | -2,90 | 22 | 45,54 | 21 | 87,74 | 18 | 15 | -5 | 5 | 5 | 5 | 5 |
5 | Allianz Nebenwerte Deutschland | 71 | -4,47 | 19 | 44,91 | 20 | 76,61 | 17 | 15 | -5 | 5 | 5 | 5 | 5 |
6 | Uni Deutschland XS | 68 | 2,21 | 26 | 62,83 | 24 | 66,58 | 13 | 5 | 5 | 5 | 5 | -5 | -5 |
7 | Warburg Small & Mid Caps Deutschland | 57 | 2,10 | 25 | 47,57 | 22 | 0 | 10 | 5 | 0 | 5 | -5 | 5 | |
8 | UBS Equity Fund Mid Caps Germany | 50 | -4,16 | 20 | 34,16 | 16 | 67,98 | 14 | 0 | -5 | -5 | 0 | 5 | 5 |
9 | CS Small and Mid Cap Germany Equity Fund | 49 | -3,19 | 21 | 40,29 | 18 | 70,38 | 15 | -5 | -5 | -5 | 5 | 5 | -5 |
10 | DC Value One | 48 | 4,86 | 29 | 19,14 | 14 | 22,77 | 10 | -5 | 5 | -5 | -5 | -5 | 5 |
11 | UBS Equity Fund Small Caps Germany | 39 | -8,92 | 17 | 28,02 | 15 | 34,98 | 12 | -5 | -5 | -5 | 5 | 5 | -5 |
12 | KR Fonds Deutsche Aktien Spezial | 33 | 0,98 | 24 | 18,78 | 13 | 25,32 | 11 | -15 | 5 | -5 | -5 | -5 | -5 |
13 | Comstage S-Dax ETF | 29 | 3,47 | 27 | 38,56 | 17 | 0 | -15 | 5 | -5 | -5 | -5 | -5 | |
14 | Value-Holdings Capital Partners Fund | 24 | -6,25 | 18 | 7,00 | 12 | 19,21 | 9 | -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 | KR Fonds Deutsche Aktien Spezial | 100 | 4,38 | 30 | 6,41 | 40 | 0,30 | 30 |
2 | DC Value One | 97 | 5,58 | 29 | 7,57 | 39 | 0,35 | 29 |
3 | Value-Holdings Capital Partners Fund | 94 | 10,56 | 28 | 15,27 | 38 | 0,72 | 28 |
4 | ComStage S-Dax ETF | 85 | 13,16 | 27 | 18,43 | 31 | 1,03 | 27 |
5 | Lupus Alpha Smaller German Champions | 84 | 13,35 | 26 | 16,20 | 36 | 1,10 | 22 |
6 | Uni Deutschland XS | 80 | 14,22 | 21 | 16,66 | 35 | 1,09 | 24 |
7 | Warburg Small & Mid Caps Deutschland | 79 | 13,64 | 25 | 20,45 | 29 | 1,09 | 25 |
8 | FPM Funds Stockpicker Germany Small/Mid Cap | 77 | 13,84 | 24 | 24,36 | 27 | 1,08 | 26 |
9 | UBS Equity Fund Mid Caps Germany | 76 | 14,11 | 22 | 16,88 | 34 | 1,15 | 20 |
10 | I-Shares M-Dax | 74 | 14,74 | 18 | 15,63 | 37 | 1,18 | 19 |
11 | CS Small and Mid Cap Germany Equity Fund | 74 | 13,86 | 23 | 18,73 | 30 | 1,12 | 21 |
12 | DWS German Small/Mid Cap | 71 | 14,64 | 20 | 17,10 | 33 | 1,20 | 18 |
13 | UBS Equity Fund Small Caps Germany | 70 | 14,66 | 19 | 21,70 | 28 | 1,10 | 23 |
14 | Allianz Nebenwerte Deutschland | 66 | 15,01 | 17 | 18,23 | 32 | 1,20 | 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 | Lupus Alpha Smaller German Champions | 60 | A | 20 | 5 | 20 | 16 | 10 | 4 | 10 | 0 | 0 | ||
2 | Uni Deutschland XS | 54 | C | 5 | 5 | 20 | 15 | 10 | 3 | 5 | 1 | 4 | 5 | 10 |
3 | I-Shares M-Dax | 40 | B | 10 | 4 | 10 | 16 | 10 | 4 | 10 | 0 | 0 | ||
4 | Allianz Nebenwerte Deutschland | 30 | B | 10 | 2 | 0 | 14 | 10 | 4 | 10 | 0 | 0 | ||
5 | FPM Funds Stockpicker Germany Small/Mid Cap | 25 | B | 10 | 3 | 5 | 12 | 5 | 3 | 5 | 0 | 0 | ||
6 | DWS German Small/Mid Cap | 25 | B | 10 | 0 | 14 | 10 | 3 | 5 | 0 | 0 | |||
7 | Warburg Small & Mid Caps Deutschland | 25 | 0 | 4 | 10 | 15 | 10 | 3 | 5 | 0 | 0 | |||
8 | CS (Lux) Small and Mid Cap Germany Equity Fund B EUR | 22 | C | 5 | 2 | 0 | 10 | 5 | 3 | 5 | 2 | 7 | 0 | |
9 | KR Fonds Deutsche Aktien Spezial | 20 | D | 0 | 5 | 20 | 9 | 0 | 2 | 0 | 0 | 2 | 0 | |
10 | DC Value One | 15 | D | 0 | 3 | 5 | 9 | 0 | 4 | 10 | 0 | 0 | ||
11 | Comstage S-Dax ETF | 14 | 0 | 2 | 0 | 13 | 5 | 3 | 5 | 0 | 3 | 4 | ||
12 | UBS Equity Fund Mid Caps Germany | 10 | C | 5 | 1 | 0 | 9 | 0 | 3 | 5 | 0 | 0 | ||
13 | Value-Holdings Capital Partners Fund | 5 | D | 0 | 1 | 0 | 10 | 5 | 2 | 0 | 0 | 1 | 0 | |
14 | UBS Equity Fund Small Caps Germany | 0 | E | 0 | 1 | 0 | 9 | 0 | 2 | 0 | 0 | 0 |
Sortierkriterium: Punkte Gesamt, Quelle: Testverfahren DER FONDS, Berechnung und Daten: FWW Fundservices GmbH (Stichtag: 4. März 2016), Wertentwicklung auf Euro-Basis