Fonds-Crashtest
Fonds | Punkte Gesamt |
Pkt. Perfor- mance |
Pkt. Stress- test |
Pkt. Rating | Perf. 3 Jahre |
Max. Verlust 3 Jahre |
Vol. in Mio. € |
|
---|---|---|---|---|---|---|---|---|
1 | Condor Balance-Universal | 182 | 88 | 44 | 50 | 22.75 | 13.68 | 34 |
2 | AS-Aktiv Plus | 178 | 61 | 67 | 50 | 18.41 | 14.09 | 19 |
3 | Echiquier Arty | 176 | 42 | 84 | 50 | 11.77 | 12.78 | 1117 |
4 | W&W Europa-Fonds | 172 | 54 | 58 | 60 | 19.23 | 13.71 | 44 |
5 | Edmond de Rothschild Fund Income Europe A - EUR | 162 | 27 | 95 | 40 | 16.00 | 9.86 | 133 |
6 | Fidelity Funds - Euro Balanced Fund A Acc (EUR) | 158 | 80 | 33 | 45 | 19.17 | 15.96 | 957 |
7 | Starmix Ausgewogen (T) | 149 | 35 | 84 | 30 | 18.93 | 10.60 | 25 |
8 | Fondra | 146 | 62 | 60 | 24 | 16.55 | 13.99 | 133 |
9 | DWS Balance | 144 | 33 | 69 | 42 | 17.14 | 14.34 | 281 |
10 | MEAG EuroBalance | 137 | 55 | 40 | 42 | 15.64 | 14.54 | 155 |
11 | Echiquier ARTY Fund A (EUR) | 137 | 30 | 87 | 20 | 11.70 | 12.74 | 1142 |
12 | DekaFutur-Wachstum | 136 | 21 | 78 | 37 | 12.63 | 13.21 | 34 |
13 | HannoverscheMediumInvest | 131 | 59 | 43 | 29 | 13.31 | 15.95 | 36 |
14 | Deka-Nachhaltigkeit Balance CF | 130 | -10 | 100 | 40 | 8.60 | 7.71 | 83 |
15 | Candriam Sustainable Medium C | 118 | 22 | 59 | 37 | 17.68 | 15.93 | 171 |
16 | Generali Komfort Strategie 50 | 117 | 36 | 41 | 40 | 11.62 | 16.62 | 28 |
17 | BERENBERG-1590-SUBSTANZ-UNIVERSAL-T | 112 | -4 | 96 | 20 | 8.99 | 10.35 | 117 |
18 | Moventum Plus Aktiv - Ausgewogenes Portfolio Europa B | 101 | 17 | 69 | 15 | 11.52 | 13.21 | 20 |
19 | Naspa-Fonds Deka | 98 | 13 | 51 | 34 | 13.18 | 16.05 | 21 |
20 | Generali Komfort Balance | 92 | 24 | 43 | 25 | 10.01 | 15.88 | 155 |
21 | Quant HAIG - DAX MinVar Flex Protection A | 91 | 41 | 35 | 15 | 19.51 | 16.68 | 24 |
22 | EuroSwitch Balanced Portfolio OP | 90 | -9 | 87 | 12 | 8.23 | 13.11 | 17 |
23 | SGKB (Lux) Fund - Danube Tiger B | 89 | 18 | 67 | 4 | 5.96 | 16.28 | 24 |
24 | CTV-Strategiefonds HAIG Ausgewogen | 80 | 40 | 30 | 10 | 14.34 | 16.59 | 20 |
25 | AktivBalance | 67 | 10 | 53 | 4 | 11.10 | 15.55 | 24 |
26 | Monega BestInvest Europa -A- | 60 | 33 | 20 | 7 | 2.45 | 22.23 | 35 |
27 | Generali VermögensStrategie Ausgewogen D | 45 | -5 | 35 | 15 | 5.93 | 16.74 | 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 | Condor Balance-Universal | 88 | 11.25 | 25 | 22.75 | 25 | 53.05 | 18 | 20 | 5 | 5 | 5 | 5 | 0 |
2 | Fidelity Funds - Euro Balanced Fund A Acc (EUR) | 80 | 10.74 | 24 | 19.17 | 21 | 61.13 | 20 | 15 | 5 | -5 | 5 | 5 | 5 |
3 | Fondra | 62 | 14.09 | 30 | 16.55 | 16 | 41.33 | 11 | 5 | 5 | 5 | -5 | 5 | -5 |
4 | AS-Aktiv Plus | 61 | 9.97 | 19 | 18.41 | 19 | 43.03 | 13 | 10 | 0 | 5 | 5 | -5 | 5 |
5 | HannoverscheMediumInvest | 59 | 12.76 | 27 | 13.31 | 12 | 46.36 | 15 | 5 | 5 | -5 | -5 | 5 | 5 |
6 | MEAG EuroBalance | 55 | 8.85 | 14 | 15.64 | 14 | 52.10 | 17 | 10 | -5 | 5 | 0 | 5 | 5 |
7 | W&W Europa-Fonds | 54 | 8.76 | 11 | 19.23 | 22 | 46.75 | 16 | 5 | -5 | 5 | 5 | -5 | 5 |
8 | Echiquier Arty | 42 | 10.59 | 23 | 11.77 | 9 | 36.30 | 5 | 5 | 5 | 5 | -5 | 5 | -5 |
9 | Quant HAIG - DAX MinVar Flex Protection A | 41 | 9.83 | 18 | 19.51 | 23 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
10 | CTV-Strategiefonds HAIG Ausgewogen | 40 | 14.05 | 29 | 14.34 | 13 | 38.09 | 8 | -10 | 5 | -5 | -5 | -5 | 0 |
11 | Generali Komfort Strategie 50 | 36 | 9.04 | 15 | 11.62 | 7 | 43.54 | 14 | 0 | -5 | -5 | 0 | 5 | 5 |
12 | Starmix Ausgewogen (T) | 35 | 8.68 | 10 | 18.93 | 20 | 39.77 | 10 | -5 | -5 | 5 | 5 | -5 | -5 |
13 | DWS Balance | 33 | 9.12 | 17 | 17.14 | 17 | 36.07 | 4 | -5 | 0 | 0 | 5 | -5 | -5 |
14 | Monega BestInvest Europa -A- | 33 | 11.27 | 26 | 2.45 | 0 | 31.25 | 2 | 5 | 5 | -5 | -5 | 5 | 5 |
15 | Echiquier ARTY Fund A (EUR) | 30 | 10.54 | 22 | 11.70 | 8 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
16 | Edmond de Rothschild Fund Income Europe A - EUR | 27 | 8.77 | 12 | 16.00 | 15 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
17 | Generali Komfort Balance | 24 | 8.77 | 13 | 10.01 | 4 | 42.30 | 12 | -5 | -5 | -5 | -5 | 5 | 5 |
18 | Candriam Sustainable Medium C | 22 | 9.12 | 16 | 17.68 | 18 | 34.58 | 3 | -15 | -5 | -5 | 5 | -5 | -5 |
19 | DekaFutur-Wachstum | 21 | 8.60 | 9 | 12.63 | 10 | 37.32 | 7 | -5 | -5 | 5 | -5 | 0 | 0 |
20 | SGKB (Lux) Fund - Danube Tiger B | 18 | 13.30 | 28 | 5.96 | 0 | 25.63 | 0 | -10 | 5 | -5 | -5 | 0 | -5 |
21 | Moventum Plus Aktiv - Ausgewogenes Portfolio Europa B | 17 | 8.26 | 7 | 11.52 | 6 | 38.39 | 9 | -5 | -5 | 5 | -5 | 5 | -5 |
22 | Naspa-Fonds Deka | 13 | 8.13 | 6 | 13.18 | 11 | 37.29 | 6 | -10 | -5 | -5 | 5 | -5 | 0 |
23 | AktivBalance | 10 | 10.35 | 20 | 11.10 | 5 | 28.85 | 0 | -15 | 5 | -5 | -5 | -5 | -5 |
24 | BERENBERG-1590-SUBSTANZ-UNIVERSAL-T | -4 | 8.34 | 8 | 8.99 | 3 | 19.91 | 0 | -15 | -5 | 5 | -5 | -5 | -5 |
25 | Generali VermögensStrategie Ausgewogen D | -5 | 6.59 | 4 | 5.93 | 0 | 30.07 | 1 | -10 | -5 | -5 | -5 | 5 | 0 |
26 | EuroSwitch Balanced Portfolio OP | -9 | 6.59 | 5 | 8.23 | 1 | 29.42 | 0 | -15 | -5 | 5 | -5 | -5 | -5 |
27 | Deka-Nachhaltigkeit Balance CF | -10 | 2.24 | 3 | 8.60 | 2 | 18.15 | 0 | -15 | -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 | Deka-Nachhaltigkeit Balance CF | 100 | 3.45 | 30 | 7.71 | 40 | 0.41 | 30 |
2 | BERENBERG-1590-SUBSTANZ-UNIVERSAL-T | 96 | 4.64 | 29 | 10.35 | 38 | 0.64 | 29 |
3 | Edmond de Rothschild Fund Income Europe A - EUR | 95 | 5.64 | 28 | 9.86 | 39 | 0.76 | 28 |
4 | Echiquier ARTY Fund A (EUR) | 87 | 6.19 | 26 | 12.74 | 36 | 0.86 | 25 |
5 | EuroSwitch Balanced Portfolio OP | 87 | 6.19 | 27 | 13.11 | 34 | 0.82 | 26 |
6 | Echiquier Arty | 84 | 6.19 | 25 | 12.78 | 35 | 0.86 | 24 |
7 | Starmix Ausgewogen (T) | 84 | 6.66 | 24 | 10.60 | 37 | 0.91 | 23 |
8 | DekaFutur-Wachstum | 78 | 6.88 | 23 | 13.21 | 33 | 0.98 | 22 |
9 | Moventum Plus Aktiv - Ausgewogenes Portfolio Europa B | 69 | 7.59 | 19 | 13.21 | 32 | 1.07 | 18 |
10 | DWS Balance | 69 | 7.11 | 21 | 14.34 | 27 | 0.98 | 21 |
11 | AS-Aktiv Plus | 67 | 7.39 | 20 | 14.09 | 28 | 1.05 | 19 |
12 | SGKB (Lux) Fund - Danube Tiger B | 67 | 7.01 | 22 | 16.28 | 18 | 0.82 | 27 |
13 | Fondra | 60 | 8.33 | 15 | 13.99 | 29 | 1.08 | 16 |
14 | Candriam Sustainable Medium C | 59 | 8.03 | 17 | 15.93 | 22 | 1.04 | 20 |
15 | W&W Europa-Fonds | 58 | 8.46 | 13 | 13.71 | 30 | 1.08 | 15 |
16 | AktivBalance | 53 | 8.24 | 16 | 15.55 | 24 | 1.14 | 13 |
17 | Naspa-Fonds Deka | 51 | 7.74 | 18 | 16.05 | 19 | 1.09 | 14 |
18 | Condor Balance-Universal | 44 | 8.80 | 8 | 13.68 | 31 | 1.22 | 5 |
19 | Generali Komfort Balance | 43 | 8.53 | 12 | 15.88 | 23 | 1.19 | 8 |
20 | HannoverscheMediumInvest | 43 | 8.61 | 10 | 15.95 | 21 | 1.14 | 12 |
21 | Generali Komfort Strategie 50 | 41 | 8.42 | 14 | 16.62 | 16 | 1.16 | 11 |
22 | MEAG EuroBalance | 40 | 9.19 | 5 | 14.54 | 26 | 1.19 | 9 |
23 | Generali VermögensStrategie Ausgewogen D | 35 | 8.57 | 11 | 16.74 | 14 | 1.19 | 10 |
24 | Quant HAIG - DAX MinVar Flex Protection A | 35 | 10.04 | 3 | 16.68 | 15 | 1.08 | 17 |
25 | Fidelity Funds - Euro Balanced Fund A Acc (EUR) | 33 | 8.97 | 6 | 15.96 | 20 | 1.20 | 7 |
26 | CTV-Strategiefonds HAIG Ausgewogen | 30 | 8.82 | 7 | 16.59 | 17 | 1.21 | 6 |
27 | Monega BestInvest Europa -A- | 20 | 9.69 | 4 | 22.23 | 13 | 1.30 | 3 |
Fonds | Pkt Ratings |
Feri | Pkt. Feri |
FWW Fundstars |
Pkt. FWW Fundstars |
Lipper | Pkt. Lipper |
Morningstar | Pkt. Morningstar |
Sauren | Pkt. Sauren |
Telos | Pkt. Telos |
|
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
1 | W&W Europa-Fonds | 60 | A | 20 | 4 | 10 | 16 | 10 | 4 | 10 | 0 | 5 | 10 | |
2 | AS-Aktiv Plus | 50 | B | 10 | 5 | 20 | 17 | 10 | 4 | 10 | 0 | 2 | 0 | |
3 | Condor Balance-Universal | 50 | 0 | 5 | 20 | 17 | 10 | 4 | 10 | 0 | 5 | 10 | ||
4 | Echiquier Arty | 50 | B | 10 | 4 | 10 | 15 | 10 | 4 | 10 | 0 | 5 | 10 | |
5 | Fidelity Funds - Euro Balanced Fund A Acc (EUR) | 45 | A | 20 | 3 | 5 | 15 | 10 | 4 | 10 | 0 | 0 | ||
6 | MEAG EuroBalance | 42 | B | 10 | 3 | 5 | 17 | 10 | 4 | 10 | 0 | 4 | 7 | |
7 | DWS Balance | 42 | 0 | 5 | 20 | 14 | 10 | 3 | 5 | 0 | 4 | 7 | ||
8 | Generali Komfort Strategie 50 | 40 | B | 10 | 2 | 0 | 16 | 10 | 4 | 10 | 0 | 5 | 10 | |
9 | Deka-Nachhaltigkeit Balance CF | 40 | B | 10 | 5 | 20 | 12 | 5 | 3 | 5 | 0 | 2 | 0 | |
10 | Edmond de Rothschild Fund Income Europe A - EUR | 40 | 0 | 5 | 20 | 0 | 0 | 5 | 20 | 0 | 0 | |||
11 | DekaFutur-Wachstum | 37 | C | 5 | 3 | 5 | 16 | 10 | 4 | 10 | 0 | 4 | 7 | |
12 | Candriam Sustainable Medium C | 37 | C | 5 | 4 | 10 | 14 | 10 | 3 | 5 | 0 | 4 | 7 | |
13 | Naspa-Fonds Deka | 34 | B | 10 | 3 | 5 | 15 | 10 | 3 | 5 | 0 | 3 | 4 | |
14 | Starmix Ausgewogen (T) | 30 | 0 | 5 | 20 | 0 | 4 | 10 | 0 | 0 | ||||
15 | HannoverscheMediumInvest | 29 | B | 10 | 2 | 0 | 13 | 5 | 4 | 10 | 0 | 3 | 4 | |
16 | Generali Komfort Balance | 25 | B | 10 | 1 | 0 | 9 | 0 | 3 | 5 | 0 | 5 | 10 | |
17 | Fondra | 24 | C | 5 | 2 | 0 | 13 | 5 | 4 | 10 | 0 | 3 | 4 | |
18 | Echiquier ARTY Fund A (EUR) | 20 | 0 | 4 | 10 | 0 | 0 | 4 | 10 | 0 | 0 | |||
19 | BERENBERG-1590-SUBSTANZ-UNIVERSAL-T | 20 | D | 0 | 4 | 10 | 11 | 5 | 3 | 5 | 0 | 0 | ||
20 | Quant HAIG - DAX MinVar Flex Protection A | 15 | 0 | 3 | 5 | 0 | 0 | 4 | 10 | 0 | 0 | |||
21 | Moventum Plus Aktiv - Ausgewogenes Portfolio Europa B | 15 | B | 10 | 2 | 0 | 9 | 0 | 3 | 5 | 0 | 0 | ||
22 | Generali VermögensStrategie Ausgewogen D | 15 | C | 5 | 1 | 0 | 10 | 5 | 3 | 5 | 0 | 0 | ||
23 | EuroSwitch Balanced Portfolio OP | 12 | C | 5 | 2 | 0 | 9 | 0 | 2 | 0 | 0 | 4 | 7 | |
24 | CTV-Strategiefonds HAIG Ausgewogen | 10 | 0 | 3 | 5 | 10 | 5 | 2 | 0 | 0 | 1 | 0 | ||
25 | Monega BestInvest Europa -A- | 7 | D | 0 | 1 | 0 | 8 | 0 | 2 | 0 | 0 | 4 | 7 | |
26 | AktivBalance | 4 | D | 0 | 2 | 0 | 6 | 0 | 2 | 0 | 0 | 3 | 4 | |
27 | SGKB (Lux) Fund - Danube Tiger B | 4 | 0 | 2 | 0 | 5 | 0 | 0 | 0 | 3 | 4 |
Sortierkriterium: Punkte Gesamt, Quelle: Testverfahren DER FONDS, Berechnung und Daten: FWW Fundservices GmbH (Stichtag: 11. Mai 2017), Wertentwicklung auf Euro-Basis