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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.

Rang Fondsname ISIN Punkte Gesamt Punkte Performance Punkte Stresstest Punkte Aktives Management Performance 5 Jahre Maximaler Verlust 5 Jahre Fondsvolumen in Mio EUR
1 Alger Small Cap Focus LU1339879758 68 21 20 27 177,62 31,01 875
2 BL American Small & Mid Caps LU1305478775 67 15 30 22 112,06 31,30 556
3 JPM US Small Cap Growth LU0053671581 63 18 15 30 174,02 39,44 1157
4 UBS (Lux) Mid Caps USA LU0049842262 61 22 21 18 141,18 37,86 248
5 UBS (Lux) Small Caps USA LU0038842364 61 30 10 21 138,69 40,49 131
6 T. Rowe Price Funds - U.S. Smaller Companies Equity Fd A LU0133096635 60 15 27 18 119,12 36,18 2936
7 Threadneedle (Lux) American Smaller Companies 1U LU1864950719 52 26 13 13 110,53 39,53 281
8 US Opportunities LU0194366240 46 7 22 17 85,89 33,74 17
9 Deka MSCI USA MC UCITS ETF DE000ETFL276 44 12 17 15 92,89 39,68 27
10 Neuberger Berman US Small Cap Fund USD A Acc. IE00B64QTZ34 43 10 24 9 84,42 34,56 751
11 Legg Mason Royce US Small Cap Opportunity Fd A USD auss. (A) IE0031619046 41 21 3 17 119,67 51,88 1128
12 Xtrackers Russell Midcap UCITS ETF 1C IE00BJZ2DC62 40 10 15 15 85,42 40,34 110
13 Vaughan Nelson U.S. Select Equity Fund C/A (USD) LU0389364760 34 8 20 6 68,13 33,34 116
14 Janus Henderson US Venture Fund - A Euro IE0009534169 33 8 9 16 81,79 37,84 244
15 iShares MSCI USA Small Cap UCITS ETF B IE00B3VWM098 31 21 6 4 94,24 42,48 924
16 L&G Russell 2000 US Small Cap UCITS ETF USD Acc. ETF IE00B3CNHJ55 24 19 3 2 93,32 42,30 32
17 Invesco Russell 2000 UCITS ETF IE00B60SX402 22 18 3 1 93,26 42,16 53
18 BNP Paribas Funds US Small Cap C LU0823410997 20 8 9 3 88,73 38,51 977
19 SPDR Russell 2000 U.S. Small Cap UCITS ETF IE00BJ38QD84 20 19 1 0 93,50 42,19 1592
20 iShares S&P SmallCap 600 UCITS ETF IE00B2QWCY14 18 15 0 3 87,67 45,00 1170
21 Xtrackers Russell 2000 UCITS ETF 1C IE00BJZ2DD79 18 17 1 0 92,32 42,23 1453
22 Lyxor S&P SmallCap 600 UCITS ETF I D LU0392496005 17 14 0 3 85,47 48,44 99
23 SPDR S&P 400 US Mid Cap UCITS ETF IE00B4YBJ215 16 3 7 6 75,50 42,03 964
24 Lyxor S&P MidCap 400 UCITS ETF I D LU0392495965 15 5 4 6 72,69 42,04 21
25 SPDR MSCI USA Small Cap Value Weighted UCITS ETF IE00BSPLC413 15 10 0 5 78,77 49,10 188
26 KBC Equity Fund US Small Caps (thes.) BE0168342476 14 11 0 3 58,55 48,66 63
27 BNP Paribas Funds US Mid Cap C LU0154245756 13 3 5 5 55,11 44,88 114
28 JPM US Smaller Companies A (dist) - USD LU0053697206 13 6 4 3 77,58 42,09 1670
29 AB SICAV I - US Small and Mid-Cap Portfolio A EUR LU0493246424 12 7 0 5 54,61 46,35 119
30 Federated Hermes US SMID Equity Fund R EUR Acc IE00B8JBC584 11 3 8 0 57,48 40,90 755
31 Schroder ISF US Small & Mid-Cap Equity A Acc LU0205193047 11 3 8 0 59,15 41,19 1236
32 Legg Mason Royce US Smaller Companies Fd A USD auss. (A) IE0034390439 11 1 0 10 69,98 43,16 89
33 BlackRock Global Funds - US Small & MidCap Opport A2 USD LU0006061336 10 3 4 3 63,55 42,01 341
34 Nordea 1 - North American Small Cap Fund BP-USD LU0826405176 10 5 0 5 38,33 46,87 51
35 Goldman Sachs US Small Cap CORE (SM) Equity Portf. BaseClose LU0234576444 8 8 0 0 78,59 45,94 180
36 Schroder ISF US Smaller Companies A Dis LU0012050646 8 7 0 1 71,55 42,69 342
37 Robeco BP US Select Opportunities Equities (USD) D LU0674140396 6 3 3 0 58,60 43,17 1064
38 BMO US Smaller Companies A Inc USD LU0153358154 6 6 0 0 59,70 46,25 14
Rang Fondsname ISIN Punkte Performance Performance 1 Jahr Punkte Performance 1 Jahr Performance 3 Jahre Punkte Performance 3 Jahre Performance 5 Jahre Punkte Performance 5 Jahre Punkte Outperformance
1 UBS (Lux) Small Caps USA LU0038842364 30 44,22 2 54,47 4 138,69 5 19
2 Threadneedle (Lux) American Smaller Companies 1U LU1864950719 26 57,11 5 57,04 5 110,53 4 12
3 UBS (Lux) Mid Caps USA LU0049842262 22 34,38 0 73,58 5 141,18 5 12
4 Legg Mason Royce US Small Cap Opportunity Fd A USD auss. (A) IE0031619046 21 82,45 5 43,87 3 119,67 4 9
5 iShares MSCI USA Small Cap UCITS ETF B IE00B3VWM098 21 46,52 2 37,76 2 94,24 3 14
6 Alger Small Cap Focus LU1339879758 21 18,92 0 55,25 4 177,62 5 12
7 SPDR Russell 2000 U.S. Small Cap UCITS ETF IE00BJ38QD84 19 49,26 3 32,83 2 93,50 3 11
8 L&G Russell 2000 US Small Cap UCITS ETF USD Acc. ETF IE00B3CNHJ55 19 49,59 4 32,71 1 93,32 3 11
9 Invesco Russell 2000 UCITS ETF IE00B60SX402 18 48,84 3 32,49 1 93,26 3 11
10 JPM US Small Cap Growth LU0053671581 18 31,47 0 52,23 4 174,02 5 9
11 Xtrackers Russell 2000 UCITS ETF 1C IE00BJZ2DD79 17 48,77 3 32,24 1 92,32 2 11
12 iShares S&P SmallCap 600 UCITS ETF IE00B2QWCY14 15 52,64 4 27,70 0 87,67 2 9
13 T. Rowe Price Funds - U.S. Smaller Companies Equity Fd A LU0133096635 15 33,06 0 60,52 5 119,12 4 6
14 BL American Small & Mid Caps LU1305478775 15 28,92 0 61,45 5 112,06 4 6
15 Lyxor S&P SmallCap 600 UCITS ETF I D LU0392496005 14 52,63 4 28,26 0 85,47 1 9
16 Deka MSCI USA MC UCITS ETF DE000ETFL276 12 35,25 0 46,02 4 92,89 2 6
17 KBC Equity Fund US Small Caps (thes.) BE0168342476 11 54,37 5 17,62 0 58,55 0 6
18 Xtrackers Russell Midcap UCITS ETF 1C IE00BJZ2DC62 10 34,42 0 43,07 3 85,42 1 6
19 SPDR MSCI USA Small Cap Value Weighted UCITS ETF IE00BSPLC413 10 64,53 5 33,64 2 78,77 0 3
20 Neuberger Berman US Small Cap Fund USD A Acc. IE00B64QTZ34 10 25,33 0 38,21 3 84,42 1 6
21 BNP Paribas Funds US Small Cap C LU0823410997 8 40,67 1 31,81 0 88,73 2 5
22 Goldman Sachs US Small Cap CORE (SM) Equity Portf. BaseClose LU0234576444 8 42,90 2 21,48 0 78,59 0 6
23 Vaughan Nelson U.S. Select Equity Fund C/A (USD) LU0389364760 8 27,10 0 36,48 2 68,13 0 6
24 Janus Henderson US Venture Fund - A Euro IE0009534169 8 37,54 0 29,44 0 81,79 0 8
25 Schroder ISF US Smaller Companies A Dis LU0012050646 7 39,79 1 29,70 0 71,55 0 6
26 US Opportunities LU0194366240 7 24,45 0 41,50 3 85,89 1 3
27 AB SICAV I - US Small and Mid-Cap Portfolio A EUR LU0493246424 7 51,95 4 16,89 0 54,61 0 3
28 BMO US Smaller Companies A Inc USD LU0153358154 6 47,54 3 21,97 0 59,70 0 3
29 JPM US Smaller Companies A (dist) - USD LU0053697206 6 32,95 0 28,99 0 77,58 0 6
30 Lyxor S&P MidCap 400 UCITS ETF I D LU0392495965 5 38,70 1 32,35 1 72,69 0 3
31 Nordea 1 - North American Small Cap Fund BP-USD LU0826405176 5 40,75 2 4,57 0 38,33 0 3
32 Federated Hermes US SMID Equity Fund R EUR Acc IE00B8JBC584 3 31,42 0 26,02 0 57,48 0 3
33 Robeco BP US Select Opportunities Equities (USD) D LU0674140396 3 35,66 0 26,82 0 58,60 0 3
34 SPDR S&P 400 US Mid Cap UCITS ETF IE00B4YBJ215 3 38,48 0 31,77 0 75,50 0 3
35 Schroder ISF US Small & Mid-Cap Equity A Acc LU0205193047 3 31,30 0 28,45 0 59,15 0 3
36 BNP Paribas Funds US Mid Cap C LU0154245756 3 31,75 0 20,19 0 55,11 0 3
37 BlackRock Global Funds - US Small & MidCap Opport A2 USD LU0006061336 3 38,21 0 32,03 0 63,55 0 3
38 Legg Mason Royce US Smaller Companies Fd A USD auss. (A) IE0034390439 1 39,63 1 26,35 0 69,98 0 0
Rang Fondsname ISIN Punkte Stresstest Volatilität 5 Jahre Punkte Volatilität 5 Jahre Maximum Drawdown 5 Jahre Punkte Maximum Drawdown 5 Jahre Sharpe Ratio 5 Jahre Punkte Sharpe Ratio 5 Jahre
1 BL American Small & Mid Caps LU1305478775 30 14,05 10 31,30 10 1,13 10
2 T. Rowe Price Funds - U.S. Smaller Companies Equity Fd A LU0133096635 27 16,96 10 36,18 7 1,00 10
3 Neuberger Berman US Small Cap Fund USD A Acc. IE00B64QTZ34 24 16,60 10 34,56 7 0,80 7
4 US Opportunities LU0194366240 22 18,11 7 33,74 10 0,74 5
5 UBS (Lux) Mid Caps USA LU0049842262 21 18,25 7 37,86 7 0,98 7
6 Vaughan Nelson U.S. Select Equity Fund C/A (USD) LU0389364760 20 16,73 10 33,34 10 0,62 0
7 Alger Small Cap Focus LU1339879758 20 20,76 0 31,01 10 1,03 10
8 Deka MSCI USA MC UCITS ETF DE000ETFL276 17 17,41 7 39,68 5 0,79 5
9 JPM US Small Cap Growth LU0053671581 15 21,58 0 39,44 5 1,03 10
10 Xtrackers Russell Midcap UCITS ETF 1C IE00BJZ2DC62 15 17,46 7 40,34 3 0,75 5
11 Threadneedle (Lux) American Smaller Companies 1U LU1864950719 13 19,79 1 39,53 5 0,80 7
12 UBS (Lux) Small Caps USA LU0038842364 10 21,66 0 40,49 3 0,87 7
13 Janus Henderson US Venture Fund - A Euro IE0009534169 9 19,33 1 37,84 7 0,66 1
14 BNP Paribas Funds US Small Cap C LU0823410997 9 19,95 1 38,51 5 0,68 3
15 Federated Hermes US SMID Equity Fund R EUR Acc IE00B8JBC584 8 18,93 5 40,90 3 0,52 0
16 Schroder ISF US Small & Mid-Cap Equity A Acc LU0205193047 8 18,26 5 41,19 3 0,56 0
17 SPDR S&P 400 US Mid Cap UCITS ETF IE00B4YBJ215 7 18,92 5 42,03 1 0,65 1
18 iShares MSCI USA Small Cap UCITS ETF B IE00B3VWM098 6 20,18 1 42,48 0 0,70 5
19 BNP Paribas Funds US Mid Cap C LU0154245756 5 18,94 5 44,88 0 0,48 0
20 BlackRock Global Funds - US Small & MidCap Opport A2 USD LU0006061336 4 19,08 3 42,01 1 0,55 0
21 JPM US Smaller Companies A (dist) - USD LU0053697206 4 19,24 3 42,09 1 0,65 0
22 Lyxor S&P MidCap 400 UCITS ETF I D LU0392495965 4 19,09 3 42,04 1 0,63 0
23 Robeco BP US Select Opportunities Equities (USD) D LU0674140396 3 19,09 3 43,17 0 0,53 0
24 Legg Mason Royce US Small Cap Opportunity Fd A USD auss. (A) IE0031619046 3 26,34 0 51,88 0 0,67 3
25 L&G Russell 2000 US Small Cap UCITS ETF USD Acc. ETF IE00B3CNHJ55 3 20,88 0 42,30 0 0,67 3
26 Invesco Russell 2000 UCITS ETF IE00B60SX402 3 20,86 0 42,16 0 0,67 3
27 Xtrackers Russell 2000 UCITS ETF 1C IE00BJZ2DD79 1 21,15 0 42,23 0 0,65 1
28 SPDR Russell 2000 U.S. Small Cap UCITS ETF IE00BJ38QD84 1 20,88 0 42,19 0 0,66 1
29 SPDR MSCI USA Small Cap Value Weighted UCITS ETF IE00BSPLC413 0 24,49 0 49,10 0 0,52 0
30 Nordea 1 - North American Small Cap Fund BP-USD LU0826405176 0 22,35 0 46,87 0 0,30 0
31 Lyxor S&P SmallCap 600 UCITS ETF I D LU0392496005 0 21,39 0 48,44 0 0,63 0
32 iShares S&P SmallCap 600 UCITS ETF IE00B2QWCY14 0 21,58 0 45,00 0 0,63 0
33 AB SICAV I - US Small and Mid-Cap Portfolio A EUR LU0493246424 0 22,22 0 46,35 0 0,44 0
34 Goldman Sachs US Small Cap CORE (SM) Equity Portf. BaseClose LU0234576444 0 20,64 0 45,94 0 0,60 0
35 KBC Equity Fund US Small Caps (thes.) BE0168342476 0 21,84 0 48,66 0 0,43 0
36 Schroder ISF US Smaller Companies A Dis LU0012050646 0 20,26 0 42,69 0 0,58 0
37 BMO US Smaller Companies A Inc USD LU0153358154 0 20,58 0 46,25 0 0,49 0
38 Legg Mason Royce US Smaller Companies Fd A USD auss. (A) IE0034390439 0 22,31 0 43,16 0 0,52 0
Rang Fondsname ISIN Punkte Aktives Management Tracking Error 5 Jahre Punkte Tracking Error 5 Jahre Jensen's Alpha 5 Jahre Punkte Jensen's Alpha 5 Jahre Information Ratio 5 Jahre Punkte Information Ratio 5 Jahre
1 JPM US Small Cap Growth LU0053671581 30 8,16 10 0,54 10 0,07 10
2 Alger Small Cap Focus LU1339879758 27 13,10 10 0,76 10 0,04 7
3 BL American Small & Mid Caps LU1305478775 22 7,72 7 0,61 10 0,02 5
4 UBS (Lux) Small Caps USA LU0038842364 21 7,55 7 0,29 7 0,04 7
5 UBS (Lux) Mid Caps USA LU0049842262 18 5,99 1 0,44 7 0,07 10
6 T. Rowe Price Funds - U.S. Smaller Companies Equity Fd A LU0133096635 18 6,17 3 0,46 10 0,03 5
7 Legg Mason Royce US Small Cap Opportunity Fd A USD auss. (A) IE0031619046 17 8,47 10 -0,21 0 0,03 7
8 US Opportunities LU0194366240 17 8,12 7 0,16 7 0,00 3
9 Janus Henderson US Venture Fund - A Euro IE0009534169 16 8,70 10 0,05 5 -0,02 1
10 Deka MSCI USA MC UCITS ETF DE000ETFL276 15 1,93 0 0,13 5 0,06 10
11 Xtrackers Russell Midcap UCITS ETF 1C IE00BJZ2DC62 15 1,77 0 0,08 5 0,04 10
12 Threadneedle (Lux) American Smaller Companies 1U LU1864950719 13 4,92 1 0,12 5 0,04 7
13 Legg Mason Royce US Smaller Companies Fd A USD auss. (A) IE0034390439 10 7,45 7 -0,35 0 -0,02 3
14 Neuberger Berman US Small Cap Fund USD A Acc. IE00B64QTZ34 9 6,12 1 0,21 7 -0,02 1
15 Lyxor S&P MidCap 400 UCITS ETF I D LU0392495965 6 3,61 0 -0,11 1 0,00 5
16 Vaughan Nelson U.S. Select Equity Fund C/A (USD) LU0389364760 6 6,43 3 -0,01 3 -0,04 0
17 SPDR S&P 400 US Mid Cap UCITS ETF IE00B4YBJ215 6 3,65 0 -0,07 1 0,00 5
18 SPDR MSCI USA Small Cap Value Weighted UCITS ETF IE00BSPLC413 5 7,36 5 -0,42 0 -0,02 0
19 AB SICAV I - US Small and Mid-Cap Portfolio A EUR LU0493246424 5 7,17 5 -0,48 0 -0,04 0
20 Nordea 1 - North American Small Cap Fund BP-USD LU0826405176 5 6,85 5 -0,70 0 -0,09 0
21 BNP Paribas Funds US Mid Cap C LU0154245756 5 6,57 5 -0,25 0 -0,04 0
22 iShares MSCI USA Small Cap UCITS ETF B IE00B3VWM098 4 1,96 0 -0,05 3 -0,02 1
23 BNP Paribas Funds US Small Cap C LU0823410997 3 3,77 0 -0,04 3 -0,02 0
24 Lyxor S&P SmallCap 600 UCITS ETF I D LU0392496005 3 4,51 0 -0,16 0 -0,02 3
25 iShares S&P SmallCap 600 UCITS ETF IE00B2QWCY14 3 4,54 0 -0,16 0 -0,01 3
26 KBC Equity Fund US Small Caps (thes.) BE0168342476 3 6,45 3 -0,47 0 -0,06 0
27 BlackRock Global Funds - US Small & MidCap Opport A2 USD LU0006061336 3 6,17 3 -0,19 0 -0,04 0
28 JPM US Smaller Companies A (dist) - USD LU0053697206 3 4,42 0 -0,06 3 -0,03 0
29 L&G Russell 2000 US Small Cap UCITS ETF USD Acc. ETF IE00B3CNHJ55 2 2,59 0 -0,10 1 -0,02 1
30 Invesco Russell 2000 UCITS ETF IE00B60SX402 1 2,65 0 -0,10 1 -0,02 0
31 Schroder ISF US Smaller Companies A Dis LU0012050646 1 5,17 1 -0,18 0 -0,04
32 Schroder ISF US Small & Mid-Cap Equity A Acc LU0205193047 0 3,80 0 -0,20 0 -0,06 0
33 Goldman Sachs US Small Cap CORE (SM) Equity Portf. BaseClose LU0234576444 0 3,92 0 -0,18 0 -0,04 0
34 BMO US Smaller Companies A Inc USD LU0153358154 0 4,57 0 -0,35 0 -0,07 0
35 Robeco BP US Select Opportunities Equities (USD) D LU0674140396 0 4,90 0 -0,23 0 -0,03 0
36 SPDR Russell 2000 U.S. Small Cap UCITS ETF IE00BJ38QD84 0 2,60 0 -0,11 0 -0,02 0
37 Xtrackers Russell 2000 UCITS ETF 1C IE00BJZ2DD79 0 2,99 0 -0,13 0 -0,02 0
38 Federated Hermes US SMID Equity Fund R EUR Acc IE00B8JBC584 0 4,13 0 -0,27 0 -0,07 0