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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 T. Rowe Price US Smaller Companies LU0133096635 71 26 24 21 85,27 36,18 2,770
2 BL-American Small & Mid Caps LU1305478775 68 20 30 18 74,36 31,30 489
3 CT (Lux) American Smaller Companies LU1864950719 63 25 18 20 90,17 39,53 577
4 Deka MSCI USA Mid Cap ETF DE000ETFL276 54 20 19 15 70,52 39,68 36
5 Neuberger Berman US Small Cap Fund IE00B64QTZ34 50 12 27 11 59,49 34,56 575
6 UBS (Lux) Equity Fund - Mid Caps USA (USD) P-acc LU0049842262 49 19 12 18 89,75 38,83 162
7 SPDR MSCI USA Small Cap Value Weighted UCITS ETF IE00BSPLC413 47 21 5 21 78,47 47,74 300
8 Robeco BP US Select Opportunities Equities (USD) D LU0674140396 46 23 12 11 68,86 43,17 550
9 BlackRock Global Funds - US Small & MidCap Opport A2 USD LU0006061336 46 17 10 19 68,50 42,01 214
10 FTGF Royce US Small Cap Opportunity Fund A USD DIS (A) IE0031619046 46 19 3 24 75,96 49,35 543
11 US Opportunities LU0194366240 42 6 23 13 43,98 33,74 11
12 iShares Edge MSCI USA Size Factor UCITS ETF IE00BD1F4K20 38 19 11 8 68,88 40,89 143
13 Federated Hermes US SMID Equity Fund R EUR Acc IE00B8JBC584 37 20 11 6 59,52 40,90 586
14 Janus Henderson US Small-Mid Cap Value Fund B2 USD IE0001262298 32 9 20 3 42,30 35,05 136
15 SPDR S&P 400 US Mid Cap UCITS ETF IE00B4YBJ215 30 18 8 4 66,12 42,03 1,608
16 BNP Paribas Funds US Mid Cap C Cap LU0154245756 29 16 13 0 47,57 39,75 65
17 BNP Paribas Funds US Small Cap C Cap LU0823410997 28 13 9 6 55,72 38,51 514
18 FTGF Royce US Smaller Companies Fund A USD DIS (A) IE0034390439 27 15 1 11 61,46 43,16 79
19 Artemis Funds (Lux) - US Smaller Companies A acc USD LU1901908894 22 14 5 3 54,40 39,01 176
20 L&G Russell 2000 US Small Cap UCITS ETF USD Acc. ETF IE00B3CNHJ55 21 12 1 8 57,66 41,78 38
21 iMGP US Small and Mid Company Growth R USD LU0747344215 20 10 0 10 22,49 53,06 19
22 abrdn SICAV I - North Amer. Sm. Comp. A Acc USD LU0566484027 18 7 8 3 52,36 36,77 300
23 Schroder ISF US Small & Mid-Cap Equity A Acc LU0205193047 17 11 6 0 50,21 41,19 576
24 iShares MSCI USA Small Cap UCITS ETF B IE00B3VWM098 17 8 1 8 57,68 42,48 1,175
25 JPM US Small Cap Growth A (dist) - USD LU0053671581 16 6 0 10 34,96 50,56 338
26 Alger Small Cap Focus Fund A US LU1339879758 16 6 0 10 0,30 62,02 95
27 Schroder ISF US Smaller Companies A Dis LU0012050646 15 13 1 1 50,45 42,69 238
28 KBC Equity Fund US Small Caps (thes.) BE0168342476 15 10 0 5 42,92 45,06 65
29 Janus Henderson US Venture Fund B2 USD IE0009534383 14 6 8 0 32,05 37,42 100
30 AB SICAV I - US Small and Mid-Cap Portfolio A EUR LU0493246424 14 7 0 7 43,78 46,27 87
31 Goldman Sachs US Small Cap CORE® Equity Portf. BaseClose LU0234576444 12 12 0 0 44,19 44,50 102
32 iShares S&P SmallCap 600 UCITS ETF IE00B2QWCY14 10 9 0 1 51,17 42,73 1,083
33 JPM US Smaller Companies A (dist) - USD LU0053697206 9 6 3 0 47,28 42,09 876
34 UBS (Lux) Equity Fund - Small Caps USA (USD) P-acc LU0038842364 9 6 0 3 49,57 42,22 55
35 CT (LUX) US Smaller Companies A Inc USD LU0153358154 8 8 0 0 40,72 45,65 12
36 Invesco Russell 2000 UCITS ETF Acc IE00B60SX402 7 6 1 0 43,71 41,77 56
37 AMUNDI RUSSELL 2000 UCITS ETF - EUR (C) LU1681038672 7 6 1 0 43,77 41,65 321
38 Xtrackers Russell 2000 UCITS ETF 1C IE00BJZ2DD79 7 6 1 0 43,59 41,76 997
39 SPDR Russell 2000 U.S. Small Cap UCITS ETF IE00BJ38QD84 6 6 0 0 43,93 41,84 1,757
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 T. Rowe Price US Smaller Companies Equity LU0133096635 26 15,47 5 17,25 1 85,27 5 15
2 CT (Lux) American Smaller Companies LU1864950719 25 8,78 2 19,72 1 90,17 5 17
3 Robeco BP US Select Opportunities Equities (USD) D LU0674140396 23 9,77 3 38,33 5 68,86 3 12
4 SPDR MSCI USA Small Cap Value Weighted UCITS ETF IE00BSPLC413 21 10,00 3 44,34 5 78,47 4 9
5 Federated Hermes US SMID Equity Fund R EUR Acc IE00B8JBC584 20 13,81 5 24,99 4 59,52 2 9
6 Deka MSCI USA Mid Cap ETF DE000ETFL276 20 8,57 1 21,74 2 70,52 4 13
7 BL-American Small & Mid Caps LU1305478775 20 6,24 0 20,81 2 74,36 4 14
8 iShares Edge MSCI USA Size Factor UCITS ETF IE00BD1F4K20 19 8,71 2 24,84 3 68,88 3 11
9 FTGF Royce US Small Cap Opportunity Fund A USD DIS (A) IE0031619046 19 5,57 0 20,44 2 75,96 4 13
10 UBS (Lux) Equity Fund - Mid Caps USA (USD) P-acc LU0049842262 19 25,48 5 11,50 0 89,75 5 9
11 SPDR S&P 400 US Mid Cap UCITS ETF IE00B4YBJ215 18 9,42 2 28,62 4 66,12 3 9
12 BlackRock Global Funds - US Small & MidCap Opport A2 USD LU0006061336 17 4,98 0 38,23 5 68,50 3 9
13 BNP Paribas Funds US Mid Cap C Cap LU0154245756 16 10,57 4 23,61 3 47,57 0 9
14 FTGF Royce US Smaller Companies Fund A USD DIS (A) IE0034390439 15 7,88 1 23,62 3 61,46 2 9
15 Artemis Funds (Lux) - US Smaller Companies A acc USD LU1901908894 14 12,45 4 0,75 0 54,40 1 9
16 Schroder ISF US Smaller Companies A Dis LU0012050646 13 10,50 4 16,27 0 50,45 0 9
17 BNP Paribas Funds US Small Cap C Cap LU0823410997 13 9,85 3 10,59 0 55,72 1 9
18 Neuberger Berman US Small Cap Fund IE00B64QTZ34 12 7,78 1 10,99 0 59,49 2 9
19 L&G Russell 2000 US Small Cap UCITS ETF USD Acc. ETF IE00B3CNHJ55 12 8,91 2 13,72 0 57,66 1 9
20 Goldman Sachs US Small Cap CORE® Equity Portf. BaseClose LU0234576444 12 9,99 3 15,82 0 44,19 0 9
21 Schroder ISF US Small & Mid-Cap Equity A Acc LU0205193047 11 5,68 0 21,06 2 50,21 0 9
22 KBC Equity Fund US Small Caps (thes.) BE0168342476 10 3,76 0 29,83 4 42,92 0 6
23 iMGP US Small and Mid Company Growth R USD LU0747344215 10 10,50 4 -12,96 0 22,49 0 6
24 iShares S&P SmallCap 600 UCITS ETF IE00B2QWCY14 9 6,12 0 19,15 1 51,17 0 8
25 Janus Henderson US Small-Mid Cap Value Fund B2 USD IE0001262298 9 6,45 0 24,54 3 42,30 0 6
26 CT (LUX) US Smaller Companies A Inc USD LU0153358154 8 7,24 1 19,60 1 40,72 0 6
27 iShares MSCI USA Small Cap UCITS ETF B IE00B3VWM098 8 6,63 0 14,43 0 57,68 2 6
28 AB SICAV I - US Small and Mid-Cap Portfolio A EUR LU0493246424 7 6,92 0 30,33 4 43,78 0 3
29 abrdn SICAV I - North Amer. Sm. Comp. A Acc USD LU0566484027 7 3,73 0 8,56 0 52,36 1 6
30 Alger Small Cap Focus Fund A US LU1339879758 6 3,75 0 -43,17 0 0,30 0 6
31 AMUNDI RUSSELL 2000 UCITS ETF - EUR (C) LU1681038672 6 6,32 0 3,66 0 43,77 0 6
32 Xtrackers Russell 2000 UCITS ETF 1C IE00BJZ2DD79 6 6,44 0 3,45 0 43,59 0 6
33 SPDR Russell 2000 U.S. Small Cap UCITS ETF IE00BJ38QD84 6 6,23 0 3,69 0 43,93 0 6
34 Invesco Russell 2000 UCITS ETF Acc IE00B60SX402 6 6,38 0 3,43 0 43,71 0 6
35 Janus Henderson US Venture Fund B2 USD IE0009534383 6 5,15 0 -10,05 0 32,05 0 6
36 JPM US Smaller Companies A (dist) - USD LU0053697206 6 2,96 0 8,61 0 47,28 0 6
37 JPM US Small Cap Growth A (dist) - USD LU0053671581 6 6,38 0 -28,57 0 34,96 0 6
38 UBS (Lux) Equity Fund - Small Caps USA (USD) P-acc LU0038842364 6 6,10 0 -14,76 0 49,57 0 6
39 US Opportunities LU0194366240 6 2,63 0 -5,61 0 43,98 0 6
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 16,33 10 31,30 10 0,80 10
2 Neuberger Berman US Small Cap Fund IE00B64QTZ34 27 17,83 10 34,56 10 0,65 7
3 T. Rowe Price US Smaller Companies Equity LU0133096635 24 18,66 7 36,18 7 0,80 10
4 US Opportunities LU0194366240 23 16,60 10 33,74 10 0,57 3
5 Janus Henderson US Small-Mid Cap Value Fund B2 USD IE0001262298 20 17,73 10 35,05 10 0,48 0
6 Deka MSCI USA Mid Cap ETF DE000ETFL276 19 19,27 7 39,68 5 0,69 7
7 CT (Lux) American Smaller Companies LU1864950719 18 20,43 3 39,53 5 0,80 10
8 BNP Paribas Funds US Mid Cap C Cap LU0154245756 13 18,93 7 39,75 3 0,56 3
9 UBS (Lux) Equity Fund - Mid Caps USA (USD) P-acc LU0049842262 12 21,46 0 38,83 5 0,72 7
10 Robeco BP US Select Opportunities Equities (USD) D LU0674140396 12 19,79 5 43,17 0 0,65 7
11 Federated Hermes US SMID Equity Fund R EUR Acc IE00B8JBC584 11 19,85 5 40,90 3 0,58 3
12 iShares Edge MSCI USA Size Factor UCITS ETF IE00BD1F4K20 11 20,27 3 40,89 3 0,64 5
13 BlackRock Global Funds - US Small & MidCap Opport A2 USD LU0006061336 10 19,42 5 42,01 0 0,64 5
14 BNP Paribas Funds US Small Cap C Cap LU0823410997 9 21,30 1 38,51 7 0,55 1
15 SPDR S&P 400 US Mid Cap UCITS ETF IE00B4YBJ215 8 20,29 3 42,03 0 0,61 5
16 abrdn SICAV I - North Amer. Sm. Comp. A Acc USD LU0566484027 8 20,85 1 36,77 7 0,53 0
17 Janus Henderson US Venture Fund B2 USD IE0009534383 8 20,68 1 37,42 7 0,36 0
18 Schroder ISF US Small & Mid-Cap Equity A Acc LU0205193047 6 19,54 5 41,19 1 0,51 0
19 SPDR MSCI USA Small Cap Value Weighted UCITS ETF IE00BSPLC413 5 25,57 0 47,74 0 0,59 5
20 Artemis Funds (Lux) - US Smaller Companies A acc USD LU1901908894 5 21,51 0 39,01 5 0,49 0
21 JPM US Smaller Companies A (dist) - USD LU0053697206 3 20,47 3 42,09 0 0,47 0
22 FTGF Royce US Small Cap Opportunity Fund A USD DIS (A) IE0031619046 3 27,02 0 49,35 0 0,56 3
23 Schroder ISF US Smaller Companies A Dis LU0012050646 1 21,38 1 42,69 0 0,47 0
24 FTGF Royce US Smaller Companies Fund A USD DIS (A) IE0034390439 1 23,14 0 43,16 0 0,54 1
25 iShares MSCI USA Small Cap UCITS ETF B IE00B3VWM098 1 21,68 0 42,48 0 0,54 1
26 L&G Russell 2000 US Small Cap UCITS ETF USD Acc. ETF IE00B3CNHJ55 1 21,76 0 41,78 0 0,55 1
27 Invesco Russell 2000 UCITS ETF Acc IE00B60SX402 1 22,18 0 41,77 1 0,45 0
28 Xtrackers Russell 2000 UCITS ETF 1C IE00BJZ2DD79 1 22,36 0 41,76 1 0,45 0
29 AMUNDI RUSSELL 2000 UCITS ETF - EUR (C) LU1681038672 1 22,26 0 41,65 1 0,45 0
30 Alger Small Cap Focus Fund A US LU1339879758 0 22,42 0 62,02 0 0,07 0
31 Goldman Sachs US Small Cap CORE® Equity Portf. BaseClose LU0234576444 0 21,57 0 44,50 0 0,45 0
32 AB SICAV I - US Small and Mid-Cap Portfolio A EUR LU0493246424 0 23,11 0 46,27 0 0,42 0
33 iMGP US Small and Mid Company Growth R USD LU0747344215 0 23,61 0 53,06 0 0,25 0
34 SPDR Russell 2000 U.S. Small Cap UCITS ETF IE00BJ38QD84 0 22,22 0 41,84 0 0,45 0
35 KBC Equity Fund US Small Caps (thes.) BE0168342476 0 22,64 0 45,06 0 0,45 0
36 iShares S&P SmallCap 600 UCITS ETF IE00B2QWCY14 0 22,18 0 42,73 0 0,49 0
37 JPM US Small Cap Growth A (dist) - USD LU0053671581 0 24,31 0 50,56 0 0,33 0
38 UBS (Lux) Equity Fund - Small Caps USA (USD) P-acc LU0038842364 0 23,15 0 42,22 0 0,45 0
39 CT (LUX) US Smaller Companies A Inc USD LU0153358154 0 22,23 0 45,65 0 0,42 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 FTGF Royce US Small Cap Opportunity Fund A USD DIS (A) IE0031619046 24 9,12 10 0,17 7 0,03 7
2 SPDR MSCI USA Small Cap Value Weighted UCITS ETF IE00BSPLC413 21 8,66 7 0,21 7 0,03 7
3 T. Rowe Price US Smaller Companies Equity LU0133096635 21 6,64 1 0,38 10 0,04 10
4 CT (Lux) American Smaller Companies LU1864950719 20 5,40 0 0,38 10 0,08 10
5 BlackRock Global Funds - US Small & MidCap Opport A2 USD LU0006061336 19 8,14 7 0,16 7 0,02 5
6 UBS (Lux) Equity Fund - Mid Caps USA (USD) P-acc LU0049842262 18 6,78 1 0,20 7 0,04 10
7 BL-American Small & Mid Caps LU1305478775 18 7,42 5 0,28 10 0,02 3
8 Deka MSCI USA Mid Cap ETF DE000ETFL276 15 2,23 0 0,09 5 0,04 10
9 US Opportunities LU0194366240 13 10,17 10 0,05 3 -0,01 0
10 FTGF Royce US Smaller Companies Fund A USD DIS (A) IE0034390439 11 7,84 5 0,02 1 0,02 5
11 Robeco BP US Select Opportunities Equities (USD) D LU0674140396 11 6,86 3 0,09 5 0,01 3
12 Neuberger Berman US Small Cap Fund IE00B64QTZ34 11 7,05 5 0,16 5 0,00 1
13 iMGP US Small and Mid Company Growth R USD LU0747344215 10 9,79 10 -0,47 0 -0,04 0
14 JPM US Small Cap Growth A (dist) - USD LU0053671581 10 9,53 10 -0,27 0 -0,02 0
15 Alger Small Cap Focus Fund A US LU1339879758 10 13,19 10 -0,68 0 -0,06 0
16 iShares MSCI USA Small Cap UCITS ETF B IE00B3VWM098 8 2,67 0 0,04 1 0,02 7
17 iShares Edge MSCI USA Size Factor UCITS ETF IE00BD1F4K20 8 3,35 0 0,04 3 0,02 5
18 L&G Russell 2000 US Small Cap UCITS ETF USD Acc. ETF IE00B3CNHJ55 8 2,98 0 0,04 3 0,02 5
19 AB SICAV I - US Small and Mid-Cap Portfolio A EUR LU0493246424 7 8,39 7 -0,18 0 -0,01 0
20 Federated Hermes US SMID Equity Fund R EUR Acc IE00B8JBC584 6 5,28 0 0,04 3 0,01 3
21 BNP Paribas Funds US Small Cap C Cap LU0823410997 6 3,95 0 0,06 5 0,01 1
22 KBC Equity Fund US Small Caps (thes.) BE0168342476 5 7,02 5 -0,09 0 -0,01 0
23 SPDR S&P 400 US Mid Cap UCITS ETF IE00B4YBJ215 4 4,44 0 0,01 1 0,01 3
24 abrdn SICAV I - North Amer. Sm. Comp. A Acc USD LU0566484027 3 6,32 1 -0,02 1 0,00 1
25 UBS (Lux) Equity Fund - Small Caps USA (USD) P-acc LU0038842364 3 7,02 3 -0,08 0 -0,01 0
26 Janus Henderson US Small-Mid Cap Value Fund B2 USD IE0001262298 3 6,99 3 -0,11 0 -0,03 0
27 Artemis Funds (Lux) - US Smaller Companies A acc USD LU1901908894 3 6,89 3 -0,08 0 0,00 0
28 Schroder ISF US Smaller Companies A Dis LU0012050646 1 6,44 1 -0,06 0 -0,01 0
29 iShares S&P SmallCap 600 UCITS ETF IE00B2QWCY14 1 5,34 0 -0,03 0 0,00 1
30 BNP Paribas Funds US Mid Cap C Cap LU0154245756 0 3,83 0 -0,09 0 -0,03 0
31 Schroder ISF US Small & Mid-Cap Equity A Acc LU0205193047 0 5,00 0 -0,07 0 -0,01 0
32 CT (LUX) US Smaller Companies A Inc USD LU0153358154 0 5,09 0 -0,15 0 -0,03 0
33 Janus Henderson US Venture Fund B2 USD IE0009534383 0 4,97 0 -0,26 0 -0,06 0
34 JPM US Smaller Companies A (dist) - USD LU0053697206 0 5,59 0 -0,07 0 -0,02 0
35 SPDR Russell 2000 U.S. Small Cap UCITS ETF IE00BJ38QD84 0 2,99 0 -0,11 0 -0,03 0
36 Xtrackers Russell 2000 UCITS ETF 1C IE00BJZ2DD79 0 3,21 0 -0,10 0 -0,03 0
37 Invesco Russell 2000 UCITS ETF Acc IE00B60SX402 0 3,00 0 -0,11 0 -0,03 0
38 Goldman Sachs US Small Cap CORE® Equity Portf. BaseClose LU0234576444 0 4,27 0 -0,12 0 -0,03 0
39 AMUNDI RUSSELL 2000 UCITS ETF - EUR (C) LU1681038672 0 3,28 0 -0,11 0 -0,03 0

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