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