Fonds-Crashtest
Fonds | Punkte Gesamt |
Pkt. Perfor- mance |
Pkt. Stress- test |
Pkt. Rating | Perf. 3 Jahre |
Max. Verlust 3 Jahre |
Vol. in Mio. € |
|
---|---|---|---|---|---|---|---|---|
1 | AB Emerging Markets Multi-Asset Portfolio | 188 | 63 | 86 | 39 | 47,93 | 21,76 | 403 |
2 | BL-Emerging Markets | 179 | 53 | 96 | 30 | 23,05 | 19,72 | 462 |
3 | Global Emerging Markets Balance Portfolio | 158 | 38 | 80 | 40 | 31,50 | 26,11 | 104 |
4 | Capital Group EM Total Opportunities | 156 | 40 | 86 | 30 | 28,00 | 25,75 | 2592 |
5 | Carmignac Emerging Patrimoine | 148 | 41 | 97 | 10 | 25,95 | 20,79 | 782 |
6 | Schroder Global Emerging Market Opportunities | 144 | 64 | 60 | 20 | 34,58 | 35,92 | 523 |
7 | Sauren Emerging Markets Balanced | 140 | 43 | 72 | 25 | 26,95 | 14,69 | 23 |
8 | Vermögens-Management Wachstumsländer Balance | 132 | 52 | 70 | 10 | 31,37 | 25,42 | 838 |
9 | Unirak Emerging Markets | 127 | 39 | 73 | 15 | 28,31 | 27,04 | 188 |
10 | Templeton Emerging Markets Balanced Fund | 127 | 44 | 68 | 15 | 33,41 | 30,96 | 45 |
11 | JPM Total Emerging Markets Income | 110 | 34 | 71 | 5 | 26,39 | 32,02 | 110 |
12 | Baring Dynamic Emerging Markets Fund | 84 | 9 | 75 | 0 | 19,04 | 27,76 | 20 |
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 | Schroder Global Emerging Market Opportunities | 64 | 25,37 | 29 | 34,58 | 21 | 22,83 | 14 | 0 | 5 | -5 | 0 | 5 | -5 |
2 | AB Emerging Markets Multi-Asset Portfolio | 63 | 16,79 | 24 | 47,93 | 24 | 26,20 | 15 | 0 | 0 | 5 | 5 | -5 | -5 |
3 | BL-Emerging Markets | 53 | 10,97 | 18 | 23,05 | 12 | 36,78 | 18 | 5 | -5 | 5 | -5 | 5 | 5 |
4 | Vermögens-Management Wachstumsländer Balance | 52 | 16,76 | 23 | 31,37 | 18 | 18,27 | 11 | 0 | 0 | -5 | 5 | -5 | 5 |
5 | Templeton Emerging Markets Balanced Fund | 44 | 26,83 | 30 | 33,41 | 20 | 14,78 | 9 | -15 | 5 | -5 | -5 | -5 | -5 |
6 | Sauren Emerging Markets Balanced | 43 | 10,57 | 17 | 26,95 | 15 | 29,09 | 16 | -5 | -5 | 5 | -5 | 5 | -5 |
7 | Carmignac Emerging Patrimoine | 41 | 16,80 | 25 | 25,95 | 13 | 10,07 | 8 | -5 | 0 | 0 | -5 | -5 | 5 |
8 | Capital Group EM Total Opportunities | 40 | 15,01 | 21 | 28,00 | 16 | 22,05 | 13 | -10 | -5 | 0 | -5 | -5 | 5 |
9 | Unirak Emerging Markets | 39 | 19,24 | 27 | 28,31 | 17 | 15,63 | 10 | -15 | 5 | -5 | -5 | -5 | -5 |
10 | Global Emerging Markets Balance Portfolio | 38 | 15,97 | 22 | 31,50 | 19 | 19,68 | 12 | -15 | 0 | -5 | 0 | -5 | -5 |
11 | JPM Total Emerging Markets Income | 34 | 14,43 | 20 | 26,39 | 14 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
12 | Baring Dynamic Emerging Markets Fund | 9 | 7,58 | 16 | 19,04 | 11 | 0,72 | 7 | -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 | Carmignac Emerging Patrimoine | 97 | 9,39 | 30 | 20,79 | 37 | 0,87 | 30 |
2 | BL-Emerging Markets | 96 | 9,79 | 29 | 19,72 | 38 | 0,87 | 29 |
3 | AB Emerging Markets Multi-Asset Portfolio | 86 | 10,73 | 25 | 21,76 | 35 | 0,98 | 26 |
4 | Capital Group EM Total Opportunities | 86 | 10,29 | 27 | 25,75 | 32 | 0,96 | 27 |
5 | Global Emerging Markets Balance Portfolio | 80 | 10,5 | 26 | 26,11 | 31 | 1,04 | 23 |
6 | Baring Dynamic Emerging Markets Fund | 75 | 11,48 | 22 | 27,76 | 29 | 1,03 | 24 |
7 | Unirak Emerging Markets | 73 | 12 | 21 | 27,04 | 30 | 1,09 | 22 |
8 | Sauren Emerging Markets Balanced | 72 | 14,69 | 16 | 14,69 | 40 | 1,32 | 16 |
9 | JPM Total Emerging Markets Income | 71 | 11,39 | 23 | 32,02 | 27 | 1,11 | 21 |
10 | Vermögens-Management Wachstumsländer Balance | 70 | 12,64 | 19 | 25,42 | 33 | 1,25 | 18 |
11 | Templeton Emerging Markets Balanced Fund | 68 | 12,21 | 20 | 30,96 | 28 | 1,18 | 20 |
12 | Schroder Global Emerging Market Opportunities | 60 | 13,77 | 17 | 35,92 | 26 | 1,27 | 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 | Global Emerging Markets Balance Portfolio | 40 | C | 5 | 5 | 20 | 11 | 5 | 4 | 10 | 0 | 2 | 0 | |
2 | AB Emerging Markets Multi-Asset Portfolio | 39 | C | 5 | 4 | 10 | 14 | 10 | 4 | 10 | 0 | 3 | 4 | |
3 | Capital Group EM Total Opportunities | 30 | C | 5 | 4 | 10 | 10 | 5 | 4 | 10 | 0 | 0 | ||
4 | BL-Emerging Markets | 30 | C | 5 | 3 | 5 | 14 | 10 | 4 | 10 | 0 | 2 | 0 | |
5 | Sauren Emerging Markets Balanced | 25 | C | 5 | 1 | 0 | 15 | 10 | 4 | 10 | 0 | 0 | ||
6 | Schroder Global Emerging Market Opportunities | 20 | B | 10 | 2 | 0 | 9 | 0 | 4 | 10 | 0 | 0 | ||
7 | Unirak Emerging Markets | 15 | C | 5 | 2 | 0 | 12 | 5 | 3 | 5 | 0 | 1 | 0 | |
8 | Templeton Emerging Markets Balanced Fund | 15 | D | 0 | 4 | 10 | 9 | 0 | 3 | 5 | 0 | 1 | 0 | |
9 | Carmignac Emerging Patrimoine | 10 | D | 0 | 3 | 5 | 9 | 0 | 3 | 5 | 0 | 1 | 0 | |
10 | Vermögens-Management Wachstumsländer Balance | 10 | 0 | 4 | 10 | 0 | 0 | 0 | 0 | |||||
11 | JPM Total Emerging Markets Income | 5 | 0 | 2 | 0 | 6 | 0 | 3 | 5 | 0 | 0 | |||
12 | Baring Dynamic Emerging Markets Fund | 0 | D | 0 | 1 | 0 | 8 | 0 | 0 | 0 | 0 |
Sortierkriterium: Punkte Gesamt, Quelle: Testverfahren DER FONDS, Berechnung und Daten: FWW Fundservices GmbH (Stichtag: 14. März 2017), Wertentwicklung auf Euro-Basis