Fonds-Crashtest
Fonds | Punkte Gesamt |
Pkt. Perfor- mance |
Pkt. Stress- test |
Pkt. Rating | Perf. 3 Jahre |
Max. Verlust 3 Jahre |
Vol. in Mio. € |
|
---|---|---|---|---|---|---|---|---|
1 | Assets Defensive Opportunities UI | 169 | 62 | 82 | 25 | 5.18 | 4.24 | 37 |
2 | Metzler Wertsicherungsfonds 96 | 163 | 56 | 72 | 35 | 3.49 | 4.00 | 165 |
3 | BNY Mellon Global Real Return Fund (EUR) | 163 | 87 | 37 | 39 | 5.47 | 6.19 | 4096 |
4 | First Private Wealth | 161 | 68 | 38 | 55 | 8.21 | 7.11 | 855 |
5 | Edmond de Rothschild Start | 153 | 34 | 89 | 30 | 3.49 | 2.32 | 223 |
6 | Carmignac Portfolio Capital Plus A EUR acc | 139 | 32 | 68 | 39 | 0.79 | 5.30 | 2058 |
7 | Tungsten TRYCON Basic Invest HAIG B | 136 | 53 | 58 | 25 | 13.07 | 4.50 | 92 |
8 | XAIA Credit Debt Capital P | 129 | 64 | 55 | 10 | 3.10 | 11.10 | 266 |
9 | Metzler Wertsicherungsfonds 93 A | 128 | 53 | 55 | 20 | 2.91 | 5.86 | 236 |
10 | Zins Plus OP | 127 | 19 | 98 | 10 | 0.38 | 1.82 | 239 |
11 | Jupiter Strategic Total Return L EUR Acc | 115 | 16 | 73 | 26 | -0.66 | 5.31 | 85 |
12 | SEB deLuxe - Multi Asset Balance | 108 | 60 | 28 | 20 | 6.05 | 8.67 | 21 |
13 | SEB deLuxe - Multi Asset Defensive | 106 | 18 | 78 | 10 | 2.06 | 3.37 | 1552 |
14 | JPM Systematic Alpha A (acc) - EUR | 103 | 18 | 76 | 9 | -0.35 | 4.34 | 2037 |
15 | Deka-Wertkonzept defensiv CF (T) | 102 | 2 | 90 | 10 | -1.67 | 3.61 | 64 |
16 | SEB Asset Selection Defensive C (EUR) | 100 | 41 | 39 | 20 | 8.91 | 7.24 | 30 |
17 | Standard Life Global Absolute Return Strategies | 99 | 40 | 29 | 30 | 1.70 | 8.87 | 13682 |
18 | A/Ventum Funds - Core Invest | 95 | 69 | 11 | 15 | 9.69 | 12.37 | 11 |
19 | SEB deLuxe - Multi Asset Defensive plus | 93 | 28 | 55 | 10 | 2.90 | 5.25 | 20 |
20 | Deka-PB Wertkonzept | 89 | 10 | 79 | 0 | -2.34 | 5.12 | 14 |
21 | Generali Inv. SICAV - Absolute Return Multi Strategies Dx | 88 | 28 | 50 | 10 | -5.13 | 9.03 | 210 |
22 | PSM Macro Strategy B | 82 | -11 | 88 | 5 | -4.34 | 4.81 | 32 |
23 | Deka-Wertkonzept CF (T) | 79 | 1 | 73 | 5 | -3.38 | 5.37 | 238 |
24 | WAVE Total Return Fonds R | 71 | 22 | 34 | 15 | -0.40 | 10.51 | 63 |
25 | HSBC Euro Credit Subordinated Bond AC | 68 | 46 | 12 | 10 | 5.25 | 11.77 | 76 |
26 | Invesco Global Absolute Return Fund A | 67 | 17 | 45 | 5 | 2.38 | 8.32 | 115 |
27 | Candriam Global Alpha N | 44 | 20 | 14 | 10 | 2.82 | 11.14 | 36 |
28 | HVB Opti Select Balance R | 30 | 14 | 11 | 5 | -0.81 | 17.62 | 121 |
29 | PTAM Absolute Return A | 26 | -25 | 46 | 5 | -5.00 | 10.90 | 21 |
30 | HMT Absolute Return Multimanager | 25 | -5 | 30 | 0 | -6.11 | 16.15 | 23 |
31 | Vontobel Fund - Target Return (EUR) B-EUR | 16 | -21 | 37 | 0 | -4.27 | 9.26 | 22 |
32 | Convictions Premium A | 14 | -1 | 10 | 5 | -0.53 | 14.47 | 74 |
33 | Morgan Stanley INVF Diversified Alpha Plus (EUR) A | 9 | -5 | 14 | 0 | -17.28 | 22.36 | 3200 |
34 | HSBC GIF Global Macro M1C | 7 | -14 | 21 | 0 | -10.66 | 14.88 | 15 |
35 | ACCURA - AF1 A | 4 | -15 | 19 | 0 | -17.75 | 16.34 | 12 |
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 | BNY Mellon Global Real Return Fund (EUR) | 87 | 1.22 | 27 | 5.47 | 19 | 13.63 | 16 | 25 | 5 | 5 | 5 | 5 | 5 |
2 | A/Ventum Funds - Core Invest | 69 | 1.13 | 25 | 9.69 | 23 | 9.88 | 11 | 10 | 5 | 5 | 5 | 0 | -5 |
3 | First Private Wealth B | 68 | -1.78 | 8 | 8.21 | 21 | 21.91 | 19 | 20 | 0 | 5 | 5 | 5 | 5 |
4 | XAIA Credit Debt Capital P | 64 | 9.24 | 30 | 3.10 | 14 | 12.66 | 15 | 5 | 5 | -5 | -5 | 5 | 5 |
5 | Assets Defensive Opportunities UI | 62 | 1.19 | 26 | 5.18 | 17 | 12.01 | 14 | 5 | 5 | 5 | -5 | 0 | 0 |
6 | SEB deLuxe - Multi Asset Balance | 60 | -2.12 | 7 | 6.05 | 20 | 19.53 | 18 | 15 | -5 | 5 | 5 | 5 | 5 |
7 | Metzler Wertsicherungsfonds 96 | 56 | 0.12 | 21 | 3.49 | 16 | 9.57 | 9 | 10 | 5 | 5 | 5 | -5 | 0 |
8 | Tungsten TRYCON Basic Invest HAIG B | 53 | -0.17 | 20 | 13.07 | 24 | 7.34 | 4 | 5 | 5 | 5 | 5 | -5 | -5 |
9 | Metzler Wertsicherungsfonds 93 A | 53 | 0.52 | 23 | 2.91 | 13 | 11.57 | 12 | 5 | 5 | -5 | 5 | 5 | -5 |
10 | HSBC Euro Credit Subordinated Bond AC | 46 | 2.05 | 28 | 5.25 | 18 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
11 | SEB Asset Selection Defensive C (EUR) | 41 | -0.79 | 14 | 8.91 | 22 | 4.09 | 0 | 5 | 5 | 5 | 5 | -5 | -5 |
12 | Standard Life Global Absolute Return Strategies | 40 | -6.81 | 0 | 1.70 | 8 | 14.10 | 17 | 15 | -5 | 5 | 5 | 5 | 5 |
13 | Edmond de Rothschild Start | 34 | 0.99 | 24 | 3.49 | 15 | 3.72 | 0 | -5 | 5 | 5 | -5 | -5 | -5 |
14 | Carmignac Portfolio Capital Plus A EUR acc | 32 | -1.13 | 12 | 0.79 | 7 | 9.04 | 8 | 5 | 5 | -5 | -5 | 5 | 5 |
15 | Generali Inv. SICAV - Absolute Return Multi Strategies Dx | 28 | -0.80 | 13 | -5.13 | 0 | 9.82 | 10 | 5 | 5 | -5 | -5 | 5 | 5 |
16 | SEB deLuxe - Multi Asset Defensive plus | 28 | -1.33 | 10 | 2.90 | 12 | 7.97 | 6 | 0 | 5 | 5 | 0 | -5 | -5 |
17 | WAVE Total Return Fonds R | 22 | -5.23 | 0 | -0.40 | 4 | 12.00 | 13 | 5 | -5 | 5 | 5 | -5 | 5 |
18 | Candriam Global Alpha N | 20 | -2.56 | 6 | 2.82 | 11 | 6.75 | 3 | 0 | -5 | 5 | 0 | 5 | -5 |
19 | Zins Plus OP | 19 | -0.44 | 18 | 0.38 | 6 | 2.68 | 0 | -5 | 5 | 5 | -5 | -5 | -5 |
20 | SEB deLuxe - Multi Asset Defensive | 18 | 0.46 | 22 | 2.06 | 9 | 5.66 | 2 | -15 | 5 | -5 | -5 | -5 | -5 |
21 | JPM Systematic Alpha A (acc) - EUR | 18 | -1.21 | 11 | -0.35 | 5 | 8.87 | 7 | -5 | 5 | -5 | -5 | 5 | -5 |
22 | Invesco Global Absolute Return Fund A | 17 | -4.27 | 2 | 2.38 | 10 | 5.36 | 0 | 5 | -5 | 5 | 5 | 5 | -5 |
23 | Jupiter Strategic Total Return L EUR Acc | 16 | -0.38 | 19 | -0.66 | 2 | 4.17 | 0 | -5 | 5 | -5 | -5 | 5 | -5 |
24 | HVB Opti Select Balance R | 14 | -3.74 | 3 | -0.81 | 1 | 7.86 | 5 | 5 | -5 | -5 | 5 | 5 | 5 |
25 | Deka-PB Wertkonzept | 10 | -0.73 | 15 | -2.34 | 0 | 2.79 | 0 | -5 | 5 | -5 | -5 | -5 | 5 |
26 | Deka-Wertkonzept defensiv CF (T) | 2 | -0.48 | 17 | -1.67 | 0 | 1.55 | 0 | -15 | 5 | -5 | -5 | -5 | -5 |
27 | Deka-Wertkonzept CF (T) | 1 | -0.66 | 16 | -3.38 | 0 | -0.33 | 0 | -15 | 5 | -5 | -5 | -5 | -5 |
28 | Convictions Premium A | -1 | -2.63 | 5 | -0.53 | 3 | 5.38 | 1 | -10 | -5 | -5 | 0 | 5 | -5 |
29 | HMT Absolute Return Multimanager | -5 | -7.30 | 0 | -6.11 | 0 | 0.51 | 0 | -5 | -5 | 5 | -5 | -5 | 5 |
30 | Morgan Stanley INVF Diversified Alpha Plus (EUR) A | -5 | -7.35 | 0 | -17.28 | 0 | 5.05 | 0 | -5 | -5 | -5 | -5 | 5 | 5 |
31 | PSM Macro Strategy B | -11 | -1.69 | 9 | -4.34 | 0 | -0.06 | 0 | -20 | 0 | -5 | -5 | -5 | -5 |
32 | HSBC GIF Global Macro M1C | -14 | -4.41 | 1 | -10.66 | 0 | -6.18 | 0 | -15 | -5 | -5 | -5 | 5 | -5 |
33 | ACCURA - AF1 A | -15 | -9.95 | 0 | -17.75 | 0 | -6.55 | 0 | -15 | -5 | -5 | -5 | -5 | 5 |
34 | Vontobel Fund - Target Return (EUR) B-EUR | -21 | -3.29 | 4 | -4.27 | 0 | -0.37 | 0 | -25 | -5 | -5 | -5 | -5 | -5 |
35 | PTAM Absolute Return A | -25 | -5.59 | 0 | -5.00 | 0 | -5.59 | 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 | Zins Plus OP | 98 | 0.70 | 30 | 1.82 | 40 | 0.16 | 28 |
2 | Deka-Wertkonzept defensiv CF (T) | 90 | 1.10 | 27 | 3.61 | 37 | 0.28 | 26 |
3 | Edmond de Rothschild Start | 89 | 1.08 | 28 | 2.32 | 39 | 0.36 | 22 |
4 | PSM Macro Strategy B | 88 | 1.00 | 29 | 4.81 | 32 | 0.23 | 27 |
5 | Assets Defensive Opportunities UI | 82 | 1.33 | 26 | 4.24 | 35 | 0.37 | 21 |
6 | Deka-PB Wertkonzept | 79 | 1.50 | 24 | 5.12 | 31 | 0.35 | 24 |
7 | SEB deLuxe - Multi Asset Defensive | 78 | 1.91 | 21 | 3.37 | 38 | 0.49 | 19 |
8 | JPM Systematic Alpha A (acc) - EUR | 76 | 2.95 | 17 | 4.34 | 34 | 0.32 | 25 |
9 | Jupiter Strategic Total Return L EUR Acc | 73 | 1.49 | 25 | 5.31 | 28 | 0.43 | 20 |
10 | Deka-Wertkonzept CF (T) | 73 | 1.66 | 23 | 5.37 | 27 | 0.35 | 23 |
11 | Metzler Wertsicherungsfonds 96 | 72 | 2.31 | 20 | 4.00 | 36 | 0.55 | 16 |
12 | Carmignac Portfolio Capital Plus A EUR acc | 68 | 1.90 | 22 | 5.30 | 29 | 0.55 | 17 |
13 | Tungsten TRYCON Basic Invest HAIG B | 58 | 4.63 | 7 | 4.50 | 33 | 0.53 | 18 |
14 | SEB deLuxe - Multi Asset Defensive plus | 55 | 2.86 | 18 | 5.25 | 30 | 0.98 | 7 |
15 | Metzler Wertsicherungsfonds 93 A | 55 | 2.99 | 16 | 5.86 | 25 | 0.71 | 14 |
16 | XAIA Credit Debt Capital P | 55 | 3.88 | 12 | 11.10 | 14 | -0.18 | 29 |
17 | Generali Inv. SICAV - Absolute Return Multi Strategies Dx | 50 | 2.69 | 19 | 9.03 | 18 | 0.72 | 13 |
18 | PTAM Absolute Return A | 46 | 5.08 | 1 | 10.90 | 15 | -0.55 | 30 |
19 | Invesco Global Absolute Return Fund A | 45 | 4.18 | 9 | 8.32 | 21 | 0.70 | 15 |
20 | SEB Asset Selection Defensive C (EUR) | 39 | 4.75 | 5 | 7.24 | 22 | 0.76 | 12 |
21 | First Private Wealth | 38 | 3.66 | 13 | 7.11 | 23 | 1.36 | 2 |
22 | Vontobel Fund - Target Return (EUR) B-EUR | 37 | 3.11 | 15 | 9.26 | 17 | 1.09 | 5 |
23 | BNY Mellon Global Real Return Fund EUR | 37 | 4.81 | 3 | 6.19 | 24 | 0.93 | 10 |
24 | WAVE Total Return Fonds R | 34 | 3.65 | 14 | 10.51 | 16 | 1.15 | 4 |
25 | HMT Absolute Return Multimanager | 30 | 4.06 | 11 | 16.15 | 8 | 0.80 | 11 |
26 | Standard Life Global Absolute Return Strategies | 29 | 4.10 | 10 | 8.87 | 19 | 1.41 | 0 |
27 | SEB deLuxe - Multi Asset Balance | 28 | 4.60 | 8 | 8.67 | 20 | 1.64 | 0 |
28 | HSBC GIF Global Macro M1C | 21 | 4.72 | 6 | 14.88 | 9 | 1.00 | 6 |
29 | ACCURA - AF1 A | 19 | 4.78 | 4 | 16.34 | 7 | 0.96 | 8 |
30 | Morgan Stanley INVF Diversified Alpha Plus (EUR) A | 14 | 6.20 | 0 | 22.36 | 5 | 0.96 | 9 |
31 | Candriam Global Alpha N | 14 | 5.90 | 0 | 11.14 | 13 | 1.39 | 1 |
32 | HSBC Euro Credit Subordinated Bond AC | 12 | 5.37 | 0 | 11.77 | 12 | 1.45 | 0 |
33 | HVB Opti Select Balance R | 11 | 4.93 | 2 | 17.62 | 6 | 1.35 | 3 |
34 | A/Ventum Funds - Core Invest | 11 | 5.73 | 0 | 12.37 | 11 | 2.03 | 0 |
35 | Convictions Premium A | 10 | 5.69 | 0 | 14.47 | 10 | 2.14 | 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 | First Private Wealth | 55 | A | 20 | 5 | 20 | 16 | 10 | 3 | 5 | 0 | 0 | ||
2 | Carmignac Portfolio Capital Plus A EUR acc | 39 | A | 20 | 3 | 5 | 16 | 10 | 2 | 0 | 0 | 3 | 4 | |
3 | BNY Mellon Global Real Return Fund EUR | 39 | C | 5 | 5 | 20 | 16 | 10 | 0 | 0 | 3 | 4 | ||
4 | Metzler Wertsicherungsfonds 96 | 35 | C | 5 | 5 | 20 | 14 | 10 | 0 | 0 | 2 | 0 | ||
5 | Standard Life Global Absolute Return Strategies | 30 | B | 10 | 3 | 5 | 12 | 5 | 0 | 0 | 5 | 10 | ||
6 | Edmond de Rothschild Start | 30 | 0 | 5 | 20 | 15 | 10 | 0 | 0 | 0 | ||||
7 | Jupiter Strategic Total Return L EUR Acc | 26 | C | 5 | 3 | 5 | 11 | 5 | 0 | 2 | 7 | 3 | 4 | |
8 | Tungsten TRYCON Basic Invest HAIG B | 25 | D | 0 | 5 | 20 | 12 | 5 | 0 | 0 | 0 | |||
9 | Assets Defensive Opportunities UI | 25 | 0 | 5 | 20 | 0 | 0 | 3 | 5 | 0 | 1 | 0 | ||
10 | SEB Asset Selection Defensive C (EUR) | 20 | D | 0 | 4 | 10 | 14 | 10 | 0 | 0 | 2 | 0 | ||
11 | SEB deLuxe - Multi Asset Balance | 20 | C | 5 | 4 | 10 | 10 | 5 | 0 | 0 | 2 | 0 | ||
12 | Metzler Wertsicherungsfonds 93 A | 20 | D | 0 | 4 | 10 | 17 | 10 | 0 | 0 | 2 | 0 | ||
13 | WAVE Total Return Fonds R | 15 | C | 5 | 2 | 0 | 15 | 10 | 2 | 0 | 0 | 1 | 0 | |
14 | A/Ventum Funds - Core Invest | 15 | D | 0 | 4 | 10 | 11 | 5 | 2 | 0 | 0 | 0 | ||
15 | Zins Plus OP | 10 | 0 | 4 | 10 | 0 | 0 | 0 | 0 | 1 | 0 | |||
16 | Generali Inv. SICAV - Absolute Return Multi Strategies Dx | 10 | C | 5 | 2 | 0 | 12 | 5 | 0 | 0 | 0 | |||
17 | SEB deLuxe - Multi Asset Defensive | 10 | 0 | 3 | 5 | 10 | 5 | 0 | 0 | 1 | 0 | |||
18 | SEB deLuxe - Multi Asset Defensive plus | 10 | D | 0 | 3 | 5 | 11 | 5 | 0 | 0 | 2 | 0 | ||
19 | XAIA Credit Debt Capital P | 10 | 0 | 4 | 10 | 9 | 0 | 0 | 0 | 1 | 0 | |||
20 | Candriam Global Alpha N | 10 | 0 | 3 | 5 | 11 | 5 | 0 | 0 | 0 | ||||
21 | HSBC Euro Credit Subordinated Bond AC | 10 | 0 | 4 | 10 | 8 | 0 | 2 | 0 | 0 | 0 | |||
22 | Deka-Wertkonzept defensiv CF (T) | 10 | C | 5 | 1 | 0 | 11 | 5 | 0 | 0 | 1 | 0 | ||
23 | JPM Systematic Alpha A (acc) - EUR | 9 | 0 | 2 | 0 | 12 | 5 | 0 | 0 | 3 | 4 | |||
24 | HVB Opti Select Balance R | 5 | 0 | 2 | 0 | 11 | 5 | 2 | 0 | 0 | 2 | 0 | ||
25 | Convictions Premium A | 5 | E | 0 | 2 | 0 | 7 | 0 | 3 | 5 | 0 | 2 | 0 | |
26 | PSM Macro Strategy B | 5 | 0 | 1 | 0 | 11 | 5 | 0 | 0 | 0 | ||||
27 | Invesco Global Absolute Return Fund A | 5 | D | 0 | 1 | 0 | 11 | 5 | 0 | 0 | 2 | 0 | ||
28 | Deka-Wertkonzept CF (T) | 5 | 0 | 1 | 0 | 11 | 5 | 0 | 0 | 1 | 0 | |||
29 | PTAM Absolute Return A | 5 | D | 0 | 2 | 0 | 11 | 5 | 1 | 0 | 0 | 1 | 0 | |
30 | ACCURA - AF1 A | 0 | E | 0 | 1 | 0 | 5 | 0 | 1 | 0 | 0 | 0 | ||
31 | Morgan Stanley INVF Diversified Alpha Plus (EUR) A | 0 | D | 0 | 1 | 0 | 5 | 0 | 0 | 0 | 2 | 0 | ||
32 | HSBC GIF Global Macro M1C | 0 | E | 0 | 1 | 0 | 7 | 0 | 0 | 0 | 1 | 0 | ||
33 | Vontobel Fund - Target Return (EUR) B-EUR | 0 | E | 0 | 2 | 0 | 0 | 0 | 1 | 0 | 0 | 1 | 0 | |
34 | HMT Absolute Return Multimanager | 0 | D | 0 | 2 | 0 | 8 | 0 | 0 | 0 | 2 | 0 | ||
35 | Deka-PB Wertkonzept | 0 | 0 | 1 | 0 | 0 | 0 | 0 | 2 | 0 |
Sortierkriterium: Punkte Gesamt, Quelle: Testverfahren DER FONDS, Berechnung und Daten: FWW Fundservices GmbH (Stichtag: 16. November 2016), Wertentwicklung auf Euro-Basis