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 | 253 | 88 | 95 | 70 | 20,09 | 12,32 | 7640 |
2 | Oppenheim DA | 244 | 70 | 100 | 74 | 16,79 | 6,90 | 116 |
3 | Unirak | 226 | 86 | 76 | 64 | 24,13 | 17,54 | 3083 |
4 | Oddo Pro-Actif Europe | 217 | 79 | 88 | 50 | 13,13 | 12,73 | 857 |
5 | HAIG Balance First Euro Invest | 188 | 51 | 95 | 42 | 7,69 | 12,76 | 22 |
6 | AXA Optimal Income | 178 | 63 | 88 | 27 | 8,55 | 14,60 | 584 |
7 | Oyster Dynamic Allocation | 177 | 61 | 76 | 40 | 12,34 | 20,21 | 40 |
8 | Merck Finck Vario Aktien Renten UI | 151 | 54 | 75 | 22 | 13,43 | 19,51 | 58 |
9 | Deka-Balance Dynamisch CF | 146 | 47 | 89 | 10 | 10,83 | 12,93 | 104 |
10 | UBS Gbobal Allocation Focus Europe | 136 | 29 | 82 | 25 | 4,27 | 17,46 | 146 |
11 | Duo-Plus | 125 | 37 | 71 | 17 | 6,39 | 22,90 | 97 |
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 | Invesco Pan European High Income Fund | 88 | -2,49 | 29 | 20,09 | 24 | 45,35 | 20 | 15 | 5 | -5 | 5 | 5 | 5 |
2 | Unirak | 86 | -5,24 | 27 | 24,13 | 25 | 43,57 | 19 | 15 | 5 | 5 | -5 | 5 | 5 |
3 | Oddo Pro-Actif Europe | 79 | -7,87 | 25 | 13,13 | 21 | 30,95 | 18 | 15 | 5 | 5 | -5 | 5 | 5 |
4 | Oppenheim DA | 70 | -2,34 | 30 | 16,79 | 23 | 22,16 | 17 | 0 | 5 | -5 | 0 | -5 | 5 |
5 | AXA Optimal Income | 63 | -8,77 | 24 | 8,55 | 18 | 15,92 | 16 | 5 | 5 | 5 | -5 | -5 | 5 |
6 | Oyster Dynamic Allocation | 61 | -15,09 | 21 | 12,34 | 20 | 15,43 | 15 | 5 | -5 | 5 | 5 | 5 | -5 |
7 | Merck Finck Vario Aktien Renten UI | 54 | -13,53 | 23 | 13,43 | 22 | 14,12 | 14 | -5 | -5 | 5 | 5 | -5 | -5 |
8 | HAIG Balance First Euro Invest | 51 | -6,69 | 26 | 7,69 | 17 | 13,61 | 13 | -5 | 5 | -5 | -5 | -5 | 5 |
9 | Deka-Balance Dynamisch CF | 47 | -4,75 | 28 | 10,83 | 19 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
10 | Duo-Plus | 37 | -19,14 | 20 | 6,39 | 16 | 10,90 | 11 | -10 | -5 | 0 | 5 | -5 | -5 |
11 | UBS Gbobal Allocation Focus Europe | 29 | -13,59 | 22 | 4,27 | 15 | 13,04 | 12 | -20 | -5 | -5 | -5 | 0 | -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 | Oppenheim DA | 100 | 4,66 | 30 | 6,90 | 40 | 0,53 | 30 |
2 | HAIG Balance First Euro Invest | 95 | 6,2 | 29 | 12,76 | 37 | 0,71 | 29 |
3 | Invesco Pan European High Income Fund | 95 | 6,23 | 28 | 12,32 | 39 | 0,80 | 28 |
4 | Deka-Balance Dynamisch CF | 89 | 7,4 | 26 | 12,93 | 36 | 0,81 | 27 |
5 | Oddo Pro-Actif Europe | 88 | 7,94 | 25 | 12,73 | 38 | 1,06 | 25 |
6 | AXA Optimal Income | 88 | 6,61 | 27 | 14,60 | 35 | 0,87 | 26 |
7 | UBS Gbobal Allocation Focus Europe | 82 | 8,56 | 24 | 17,46 | 34 | 1,10 | 24 |
8 | Oyster Dynamic Allocation | 76 | 10,47 | 22 | 20,21 | 31 | 1,20 | 23 |
9 | Unirak | 76 | 10,19 | 23 | 17,54 | 33 | 1,38 | 20 |
10 | Merck Finck Vario Aktien Renten UI | 75 | 10,74 | 21 | 19,51 | 32 | 1,27 | 22 |
11 | Duo-Plus | 71 | 11,27 | 20 | 22,90 | 30 | 1,36 | 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 | Oppenheim DA | 74 | B | 10 | 5 | 20 | 19 | 20 | 5 | 20 | 0 | 3 | 4 | |
2 | Invesco Pan European High Income Fund | 70 | A | 20 | 5 | 20 | 16 | 10 | 5 | 20 | 0 | 0 | ||
3 | Unirak | 64 | A | 20 | 4 | 10 | 16 | 10 | 5 | 20 | 0 | 3 | 4 | |
4 | Oddo Pro-Actif Europe | 50 | A | 20 | 3 | 5 | 10 | 5 | 4 | 10 | 0 | 5 | 10 | |
5 | HAIG Balance First Euro Invest | 42 | C | 5 | 4 | 10 | 17 | 10 | 4 | 10 | 0 | 4 | 7 | |
6 | Oyster Dynamic Allocation | 40 | B | 10 | 4 | 10 | 13 | 5 | 3 | 5 | 0 | 5 | 10 | |
7 | AXA Optimal Income | 27 | B | 10 | 2 | 0 | 13 | 5 | 3 | 5 | 0 | 4 | 7 | |
8 | UBS Gbobal Allocation Focus Europe | 25 | C | 5 | 2 | 0 | 11 | 5 | 3 | 5 | 0 | 5 | 10 | |
9 | Merck Finck Vario Aktien Renten UI | 22 | C | 5 | 2 | 0 | 11 | 5 | 3 | 5 | 0 | 4 | 7 | |
10 | Duo-Plus | 17 | C | 5 | 1 | 0 | 9 | 0 | 3 | 5 | 0 | 4 | 7 | |
11 | Deka-Balance Dynamisch CF | 10 | 0 | 2 | 0 | 10 | 5 | 3 | 5 | 0 | 0 |
Sortierkriterium: Punkte Gesamt, Quelle: Testverfahren DER FONDS, Berechnung und Daten: FWW Fundservices GmbH (Stichtag: 30. Juni 2016), Wertentwicklung auf Euro-Basis