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 | 250 | 86 | 94 | 70 | 15,19 | 12,32 | 6980 |
2 | Unirak | 222 | 96 | 72 | 54 | 24,29 | 18,77 | 3467 |
3 | Oyster Dynamic Allocation EUR | 198 | 84 | 69 | 45 | 14,76 | 20,21 | 35 |
4 | Oddo Pro-Actif Europe EUR | 195 | 62 | 83 | 50 | 14,97 | 12,73 | 913 |
5 | HAIG Balance First Euro Invest | 185 | 41 | 92 | 52 | 9,59 | 12,76 | 23 |
6 | Axa Optimal Income | 170 | 63 | 85 | 22 | 12,46 | 14,60 | 554 |
7 | Profitlich Schmidlin Fonds UI | 166 | 53 | 86 | 27 | 17,73 | 16,00 | 152 |
8 | UBS Global Allocation Focus Europe | 147 | 46 | 81 | 20 | 5,43 | 17,46 | 124 |
9 | Lux Topic Flex | 128 | 44 | 65 | 19 | 7,88 | 18,82 | 21 |
10 | Duo-Plus | 125 | 45 | 68 | 12 | -0,38 | 23,40 | 105 |
11 | Merck Finck Vario Aktien Renten UI | 123 | 33 | 73 | 17 | -1,51 | 20,88 | 46 |
12 | Deka-Balance Dynamisch CF | 111 | 12 | 94 | 5 | 2,28 | 14,37 | 100 |
13 | Naspa-Europafonds Deka | 108 | 39 | 65 | 4 | 5,14 | 20,35 | 13 |
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 | 96 | 9,69 | 27 | 24,29 | 25 | 49,44 | 19 | 25 | 5 | 5 | 5 | 5 | 5 |
2 | Invesco Pan European High Income Fund | 86 | 10,61 | 28 | 15,19 | 23 | 51,97 | 20 | 15 | 5 | 5 | -5 | 5 | 5 |
3 | Oyster Dynamic Allocation EUR | 84 | 13,55 | 30 | 14,76 | 21 | 43,16 | 18 | 15 | 5 | -5 | 5 | 5 | 5 |
4 | Axa Optimal Income | 63 | 8,48 | 24 | 12,46 | 19 | 28,78 | 15 | 5 | 5 | 5 | -5 | -5 | 5 |
5 | Oddo Pro-Actif Europe | 62 | 5,69 | 23 | 14,97 | 22 | 31,81 | 17 | 0 | -5 | 5 | 0 | -5 | 5 |
6 | Profitlich Schmidlin Fonds UI | 53 | 13,47 | 29 | 17,73 | 24 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
7 | UBS Global Allocation Focus Europe | 46 | 3,90 | 21 | 5,43 | 16 | 23,25 | 14 | -5 | -5 | -5 | 5 | -5 | 5 |
8 | Duo-Plus | 45 | 2,87 | 20 | -0,38 | 13 | 19,52 | 12 | 0 | -5 | -5 | 5 | 5 | 0 |
9 | Lux Topic Flex | 44 | 9,34 | 26 | 7,88 | 17 | 19,40 | 11 | -10 | 5 | -5 | -5 | -5 | 0 |
10 | HAIG Balance First Euro Invest | 41 | 8,80 | 25 | 9,59 | 18 | 22,97 | 13 | -15 | 5 | -5 | -5 | -5 | -5 |
11 | Naspa-Europafonds Deka | 39 | 1,40 | 19 | 5,14 | 15 | 15,00 | 10 | -5 | -5 | 5 | -5 | 5 | -5 |
12 | Merck Finck Vario Aktien Renten UI | 33 | -1,53 | 17 | -1,51 | 12 | 14,35 | 9 | -5 | -5 | -5 | 5 | 5 | -5 |
13 | Deka-Balance Dynamisch CF | 12 | 1,08 | 18 | 2,28 | 14 | 0 | -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 | Invesco Pan European High Income Fund | 94 | 6,13 | 28 | 12,32 | 39 | 0,83 | 27 |
2 | Deka-Balance Dynamisch CF | 94 | 5,75 | 29 | 14,37 | 36 | 0,62 | 29 |
3 | HAIG Balance First Euro Invest | 92 | 6,15 | 27 | 12,76 | 37 | 0,72 | 28 |
4 | Profitlich Schmidlin Fonds UI | 86 | 6,76 | 26 | 16,00 | 34 | 0,84 | 26 |
5 | Axa Optimal Income | 85 | 7,05 | 25 | 14,60 | 35 | 1,01 | 25 |
6 | Oddo Pro-Actif Europe | 83 | 8,05 | 23 | 12,73 | 38 | 1,15 | 22 |
7 | UBS Global Allocation Focus Europe | 81 | 8,04 | 24 | 17,46 | 33 | 1,07 | 24 |
8 | Merck Finck Vario Aktien Renten UI | 73 | 9,66 | 22 | 20,88 | 28 | 1,09 | 23 |
9 | Unirak | 72 | 9,92 | 21 | 18,77 | 32 | 1,39 | 19 |
10 | Oyster Dynamic Allocation EUR | 69 | 11,22 | 19 | 20,21 | 30 | 1,37 | 20 |
11 | Duo-Plus | 68 | 10,13 | 20 | 23,40 | 27 | 1,26 | 21 |
12 | Naspa-Europafonds Deka | 65 | 11,89 | 18 | 20,35 | 29 | 1,66 | 18 |
13 | Lux Topic Flex | 65 | 14,15 | 17 | 18,82 | 31 | 1,66 | 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 | Invesco Pan European High Income Fund | 70 | A | 20 | 5 | 20 | 16 | 10 | 5 | 20 | 0 | 0 | ||
2 | Unirak | 54 | B | 10 | 4 | 10 | 16 | 10 | 5 | 20 | 0 | 3 | 4 | |
3 | HAIG Balance First Euro Invest | 52 | C | 5 | 5 | 20 | 16 | 10 | 4 | 10 | 0 | 4 | 7 | |
4 | Oddo Pro-Actif Europe | 50 | B | 10 | 4 | 10 | 9 | 0 | 5 | 20 | 0 | 5 | 10 | |
5 | Oyster Dynamic Allocation EUR | 45 | B | 10 | 4 | 10 | 12 | 5 | 4 | 10 | 0 | 5 | 10 | |
6 | Profitlich Schmidlin Fonds UI | 27 | 0 | 5 | 20 | 0 | 0 | 0 | 2 | 7 | 0 | |||
7 | Axa Optimal Income | 22 | C | 5 | 3 | 5 | 8 | 0 | 3 | 5 | 0 | 4 | 7 | |
8 | UBS Global Allocation Focus Europe | 20 | C | 5 | 2 | 0 | 11 | 5 | 2 | 0 | 0 | 5 | 10 | |
9 | Lux Topic Flex | 19 | C | 5 | 3 | 5 | 7 | 0 | 3 | 5 | 0 | 3 | 4 | |
10 | Merck Finck Vario Aktien Renten UI | 17 | D | 0 | 1 | 0 | 11 | 5 | 3 | 5 | 0 | 4 | 7 | |
11 | Duo-Plus | 12 | D | 0 | 2 | 0 | 5 | 0 | 3 | 5 | 0 | 4 | 7 | |
12 | Deka-Balance Dynamisch CF | 5 | 0 | 2 | 0 | 11 | 5 | 2 | 0 | 0 | 0 | |||
13 | Naspa-Europafonds Deka | 4 | D | 0 | 1 | 0 | 7 | 0 | 2 | 0 | 0 | 3 | 4 |
Sortierkriterium: Punkte Gesamt, Quelle: Testverfahren DER FONDS, Berechnung und Daten: FWW Fundservices GmbH (Stichtag: 7. Februar 2017), Wertentwicklung auf Euro-Basis