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Fonds-Crashtest

DAS INVESTMENT kürt gemeinsam mit der Münchner Analysegesellschaft FWW Fundservices GmbH in jeder Ausgabe die besten Angebote einer Anlagekategorie (Aktien Global, Aktien Europa, Hochzinsanleihen etc.). Dabei berücksichtigt die Redaktion nur Fonds, die mindestens fünf Jahre alt sind und mindestens 10 Millionen Euro Volumen auf die Waage bringen. Punkten können die Testteilnehmer in drei Bereichen: Performance, Stressverhalten, Aktives Management. Die dort erzielten Ergebnisse fließen im Verhältnis 40/30/30 in das Endergebnis ein. Mehr Infos zum Testverfahren.

  Fonds Punkte
Gesamt
Pkt. Perfor-
mance
Pkt. Stress-
test
Pkt. Rating Perf. 3
Jahre
Max.
Verlust 3
Jahre
Vol. in
Mio. €
1 Robeco US Select Opportunities Equities 214 74 56 84 71,91 18,99 1714
2 I-Shares S&P Small Cap 600 ETF 210 84 52 74 71,38 21,23 996
3 T. Rowe Price U.S. Smaller Companies Equity Fund 200 55 78 67 62,08 19,24 997
4 Schroder US Small & Mid-Cap Equity 194 42 97 55 72,42 17,13 1827
5 JPM US Smaller Companies 193 63 80 50 68,05 19,54 1097
6 SPDR S&P 400 US Mid Cap UCITS ETF 189 63 69 57 69,84 19,52 102
7 ComStage MSCI USA Mid Cap TRN UCITS ETF I 187 42 80 65 63,63 20,19 36
8 Schroder US Smaller Companies 172 39 81 52 63,70 20,85 300
9 iShares MSCI USA Small Cap UCITS ETF B 167 58 59 50 61,25 23,67 475
10 Threadneedle American Smaller Companies Fund 1 GBP Net acc. 161 40 71 50 61,28 22,48 992
11 ComStage MSCI USA Small Cap TRN UCITS ETF I 159 57 55 47 60,22 24,08 79
12 Deka MSCI USA MC UCITS ETF 154 42 67 45 62,59 21,16 36
13 Vaughan Nelson U.S. Small Cap Value Fund R/A (USD) 145 45 60 40 63,79 21,20 98
14 Neuberger Berman US Small Cap Fund USD A Acc. 105 -7 92 20 57,46 17,64 381
15 ETFS Russell 2000 US Small Cap GO UCITS ETF 100 46 27 27 58,53 25,85 31
16 Parvest Equity USA Small Cap C 97 40 17 40 61,59 30,31 804
17 KBC Equity Fund US Small Caps (thes.) 97 31 51 15 58,22 24,68 18
18 F&C US Smaller Companies A USD Acc 97 1 69 27 55,91 21,19 18
19 Source Russell 2000 UCITS ETF 90 40 23 27 58,19 25,93 416
20 Goldman Sachs US Small Cap CORE (SM) Equity Portf. BaseClose 88 44 29 15 62,47 23,26 77
21 Parvest Equity USA Mid Cap C 85 44 19 22 54,96 28,98 755
22 BlackRock Global Funds - US Small & MidCap Opport A2 USD 79 1 56 22 50,52 24,75 363
23 UBS (Lux) Equity Fund - Mid Caps USA (USD) P-acc 79 -10 80 9 50,93 19,47 161
24 Nordea-1 North American Small Cap Fund BP-USD 76 34 37 5 64,63 22,34 182
25 Pioneer Funds - U.S. Mid Cap Value A EUR (ND) 75 12 58 5 58,21 26,14 450
26 Janus US Venture Fund - A USD 72 11 39 22 54,88 26,90 192
27 Franklin U.S. Small-Mid Cap Growth Fund Class A (acc) USD 69 -10 60 19 40,74 27,14 145
28 AMUNDI ETF RUSSELL 2000 UCITS ETF - EUR 62 33 24 5 58,42 29,55 277
29 U.S. Special Equity 59 -6 60 5 48,85 21,60 77
30 Legg Mason Royce US Small Cap Opportunity Fd A USD auss. (A) 45 35 10 0 44,44 32,32 857
31 JPM US Small Cap Growth A (dist) - USD 35 23 8 4 35,56 35,18 95
32 Legg Mason Royce US Smaller Companies Fd A USD auss. (A) 29 -8 37 0 40,61 28,63 208
33 UBS (Lux) Equity Fund - Small Caps USA (USD) P-acc 22 15 7 0 34,03 35,80 72
34 US Opportunities OP -4 -25 21 0 25,92 29,98 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 I-Shares S&P Small Cap 600 ETF 84 41,57 22 71,38 23 141,78 19 20 5 5 0 5 5
2 Robeco US Select Opportunities Equities 74 35,26 10 71,91 24 149,65 20 20 0 5 5 5 5
3 SPDR S&P 400 US Mid Cap UCITS ETF 63 37,61 14 69,84 22 131,70 17 10 0 5 5 -5 5
4 JPM US Smaller Companies 63 39,57 16 68,05 21 130,39 16 10 5 5 0 -5 5
5 iShares MSCI USA Small Cap UCITS ETF B 58 39,87 18 61,25 11 127,47 14 15 5 0 0 5 5
6 ComStage MSCI USA Small Cap TRN UCITS ETF I 57 39,88 19 60,22 10 126,59 13 15 5 0 0 5 5
7 T. Rowe Price U.S. Smaller Companies Equity Fund 55 34,72 8 62,08 14 134,29 18 15 -5 5 5 5 5
8 ETFS Russell 2000 US Small Cap GO UCITS ETF 46 42,73 24 58,53 9 122,37 8 5 5 -5 -5 5 5
9 Vaughan Nelson U.S. Small Cap Value Fund R/A (USD) 45 34,48 6 63,79 19 124,67 10 10 -5 5 5 0 5
10 Parvest Equity USA Mid Cap C 44 44,85 26 54,96 2 121,06 6 10 5 -5 0 5 5
11 Goldman Sachs US Small Cap CORE (SM) Equity Portf. BaseClose 44 39,43 15 62,47 15 118,30 4 10 5 0 5 0 0
12 Schroder US Small & Mid-Cap Equity 42 31,44 2 72,42 25 128,67 15 0 -5 5 5 0 -5
13 ComStage MSCI USA Mid Cap TRN UCITS ETF I 42 32,21 3 63,63 17 126,20 12 10 -5 5 5 0 5
14 Deka MSCI USA MC UCITS ETF 42 34,00 5 62,59 16 124,74 11 10 -5 5 5 0 5
15 Source Russell 2000 UCITS ETF 40 42,71 23 58,19 5 121,72 7 5 5 -5 -5 5 5
16 Threadneedle American Smaller Companies Fund 1 GBP Net acc. 40 35,79 13 61,28 12 0 15 0 5 5 5 0
17 Parvest Equity USA Small Cap C 40 45,52 27 61,59 13 0 0 0 0 0 0 0
18 Schroder US Smaller Companies 39 34,58 7 63,70 18 122,75 9 5 -5 5 5 0 0
19 Legg Mason Royce US Small Cap Opportunity Fd A USD auss. (A) 35 51,52 30 44,44 0 106,57 0 5 5 -5 -5 5 5
20 Nordea-1 North American Small Cap Fund BP-USD 34 49,00 29 64,63 20 0 -15 5 -5 -5 -5 -5
21 AMUNDI ETF RUSSELL 2000 UCITS ETF - EUR 33 43,68 25 58,42 8 0 0 0 0 0 0 0
22 KBC Equity Fund US Small Caps (thes.) 31 40,27 21 58,22 7 112,88 3 0 5 -5 0 -5 5
23 JPM US Small Cap Growth A (dist) - USD 23 48,55 28 35,56 0 90,93 0 -5 5 -5 -5 5 -5
24 UBS (Lux) Equity Fund - Small Caps USA (USD) P-acc 15 39,92 20 34,03 0 73,04 0 -5 5 -5 -5 5 -5
25 Pioneer Funds - U.S. Mid Cap Value A EUR (ND) 12 35,31 11 58,21 6 106,09 0 -5 0 -5 5 0 -5
26 Janus US Venture Fund - A USD 11 30,72 0 54,88 1 119,46 5 5 -5 -5 5 5 5
27 BlackRock Global Funds - US Small & MidCap Opport A2 USD 1 27,80 0 50,52 0 109,61 1 0 -5 0 5 5 -5
28 F&C US Smaller Companies A USD Acc 1 31,17 1 55,91 3 112,60 2 -5 -5 5 -5 -5 5
29 U.S. Special Equity -6 34,78 9 48,85 0 90,97 0 -15 -5 0 -5 -5 0
30 Neuberger Berman US Small Cap Fund USD A Acc. -7 32,89 4 57,46 4 0 -15 -5 5 -5 -5 -5
31 Legg Mason Royce US Smaller Companies Fd A USD auss. (A) -8 35,53 12 40,61 0 69,52 0 -20 0 -5 -5 -5 -5
32 Franklin U.S. Small-Mid Cap Growth Fund Class A (acc) USD -10 28,71 0 40,74 0 87,96 0 -10 -5 -5 0 5 -5
33 UBS (Lux) Equity Fund - Mid Caps USA (USD) P-acc -10 27,82 0 50,93 0 93,62 0 -10 -5 5 0 -5 -5
34 US Opportunities OP -25 27,91 0 25,92 0 44,34 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 Schroder US Small & Mid-Cap Equity 97 13,74 30 17,13 40 0,88 27
2 Neuberger Berman US Small Cap Fund USD A Acc. 92 15,14 23 17,64 39 0,85 30
3 Schroder US Smaller Companies 81 15,36 21 20,85 32 0,88 28
4 JPM US Smaller Companies 80 15,49 20 19,54 34 0,89 26
5 UBS (Lux) Equity Fund - Mid Caps USA (USD) P-acc 80 14,43 27 19,47 36 0,97 17
6 ComStage MSCI USA Mid Cap TRN UCITS ETF I 80 13,81 29 20,19 33 0,96 18
7 T. Rowe Price U.S. Smaller Companies Equity Fund 78 15,99 16 19,24 37 0,91 25
8 Threadneedle American Smaller Companies Fund 1 GBP Net acc. 71 15,93 17 22,48 25 0,87 29
9 SPDR S&P 400 US Mid Cap UCITS ETF 69 14,69 25 19,52 35 1,01 9
10 F&C US Smaller Companies A USD Acc 69 16,05 15 21,19 30 0,91 24
11 Deka MSCI USA MC UCITS ETF 67 14,59 26 21,16 31 1,00 10
12 Vaughan Nelson U.S. Small Cap Value Fund R/A (USD) 60 15,53 19 21,20 29 0,99 12
13 U.S. Special Equity 60 16,68 10 21,60 27 0,91 23
14 Franklin U.S. Small-Mid Cap Growth Fund Class A (acc) USD 60 15,01 24 27,14 15 0,94 21
15 iShares MSCI USA Small Cap UCITS ETF B 59 16,10 14 23,67 23 0,93 22
16 Pioneer Funds - U.S. Mid Cap Value A EUR (ND) 58 14,39 28 26,14 17 0,98 13
17 BlackRock Global Funds - US Small & MidCap Opport A2 USD 56 15,25 22 24,75 20 0,97 14
18 Robeco US Select Opportunities Equities 56 15,90 18 18,99 38 1,06 0
19 ComStage MSCI USA Small Cap TRN UCITS ETF I 55 16,22 13 24,08 22 0,94 20
20 I-Shares S&P Small Cap 600 ETF 52 17,03 9 21,23 28 0,97 15
21 KBC Equity Fund US Small Caps (thes.) 51 16,60 11 24,68 21 0,95 19
22 Janus US Venture Fund - A USD 39 17,53 7 26,90 16 0,97 16
23 Legg Mason Royce US Smaller Companies Fd A USD auss. (A) 37 16,57 12 28,63 14 1,00 11
24 Nordea-1 North American Small Cap Fund BP-USD 37 17,97 3 22,34 26 1,02 8
25 Goldman Sachs US Small Cap CORE (SM) Equity Portf. BaseClose 29 18,03 0 23,26 24 1,04 5
26 ETFS Russell 2000 US Small Cap GO UCITS ETF 27 17,95 4 25,85 19 1,04 4
27 AMUNDI ETF RUSSELL 2000 UCITS ETF - EUR 24 17,89 5 29,55 12 1,03 7
28 Source Russell 2000 UCITS ETF 23 17,97 2 25,93 18 1,04 3
29 US Opportunities OP 21 17,10 8 29,98 11 1,04 2
30 Parvest Equity USA Mid Cap C 19 17,74 6 28,98 13 1,14 0
31 Parvest Equity USA Small Cap C 17 18,00 1 30,31 10 1,03 6
32 Legg Mason Royce US Small Cap Opportunity Fd A USD auss. (A) 10 19,07 0 32,32 9 1,06 1
33 JPM US Small Cap Growth A (dist) - USD 8 21,59 0 35,18 8 1,19 0
34 UBS (Lux) Equity Fund - Small Caps USA (USD) P-acc 7 20,54 0 35,80 7 1,14 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 Robeco US Select Opportunities Equities 84 A 20 4 10 18 20 5 20 1 4 5 10
2 I-Shares S&P Small Cap 600 ETF 74 A 20 4 10 19 20 5 20 0 3 4
3 T. Rowe Price U.S. Smaller Companies Equity Fund 67 B 10 5 20 17 10 5 20 0 4 7
4 ComStage MSCI USA Mid Cap TRN UCITS ETF I 65 C 5 5 20 19 20 4 10 0 5 10
5 SPDR S&P 400 US Mid Cap UCITS ETF 57 B 10 4 10 19 20 4 10 0 4 7
6 Schroder US Small & Mid-Cap Equity 55 C 5 5 20 17 10 4 10 0 5 10
7 Schroder US Smaller Companies 52 C 5 5 20 14 10 4 10 0 4 7
8 JPM US Smaller Companies 50 B 10 5 20 14 10 4 10 0 0
9 Threadneedle American Smaller Companies Fund 1 GBP Net acc. 50 D 0 5 20 15 10 4 10 0 5 10
10 iShares MSCI USA Small Cap UCITS ETF B 50 B 10 4 10 17 10 4 10 0 5 10
11 ComStage MSCI USA Small Cap TRN UCITS ETF I 47 B 10 4 10 17 10 4 10 0 4 7
12 Deka MSCI USA MC UCITS ETF 45 C 5 3 5 18 20 3 5 0 5 10
13 Vaughan Nelson U.S. Small Cap Value Fund R/A (USD) 40 B 10 4 10 16 10 4 10 0 0
14 Parvest Equity USA Small Cap C 40 C 5 4 10 13 5 4 10 0 5 10
15 ETFS Russell 2000 US Small Cap GO UCITS ETF 27 C 5 2 0 15 10 3 5 0 4 7
16 Source Russell 2000 UCITS ETF 27 C 5 2 0 14 10 3 5 0 4 7
17 F&C US Smaller Companies A USD Acc 27 C 5 3 5 12 5 3 5 0 4 7
18 Janus US Venture Fund - A USD 22 C 5 1 0 12 5 3 5 0 4 7
19 BlackRock Global Funds - US Small & MidCap Opport A2 USD 22 E 0 3 5 12 5 3 5 0 4 7
20 Parvest Equity USA Mid Cap C 22 C 5 2 0 10 5 3 5 0 4 7
21 Neuberger Berman US Small Cap Fund USD A Acc. 20 D 0 4 10 10 5 3 5 0 2 0
22 Franklin U.S. Small-Mid Cap Growth Fund Class A (acc) USD 19 E 0 3 5 11 5 3 5 0 3 4
23 KBC Equity Fund US Small Caps (thes.) 15 D 0 3 5 12 5 3 5 0 0
24 Goldman Sachs US Small Cap CORE (SM) Equity Portf. BaseClose 15 D 0 3 5 12 5 3 5 0 2 0
25 UBS (Lux) Equity Fund - Mid Caps USA (USD) P-acc 9 D 0 1 0 12 5 2 0 0 3 4
26 U.S. Special Equity 5 E 0 1 0 7 0 3 5 0 1 0
27 Pioneer Funds - U.S. Mid Cap Value A EUR (ND) 5 D 0 2 0 10 5 2 0 0 2 0
28 Nordea-1 North American Small Cap Fund BP-USD 5 0 2 0 8 0 3 5 0 0
29 AMUNDI ETF RUSSELL 2000 UCITS ETF - EUR 5 0 2 0 0 0 3 5 0 0
30 JPM US Small Cap Growth A (dist) - USD 4 E 0 1 0 8 0 2 0 0 3 4
31 UBS (Lux) Equity Fund - Small Caps USA (USD) P-acc 0 E 0 1 0 5 0 2 0 0 2 0
32 Legg Mason Royce US Small Cap Opportunity Fd A USD auss. (A) 0 D 0 2 0 8 0 2 0 0 0
33 US Opportunities OP 0 E 0 1 0 6 0 1 0 0 1 0
34 Legg Mason Royce US Smaller Companies Fd A USD auss. (A) 0 E 0 2 0 7 0 2 0 0 1 0

Sortierkriterium: Punkte Gesamt, Quelle: Testverfahren DER FONDS, Berechnung und Daten: FWW Fundservices GmbH (Stichtag: 28. Februar 2017), Wertentwicklung auf Euro-Basis