Fonds-Crashtest
Fonds | Punkte Gesamt |
Pkt. Perfor- mance |
Pkt. Stress- test |
Pkt. Rating | Perf. 3 Jahre |
Max. Verlust 3 Jahre |
Vol. in Mio. € |
|
---|---|---|---|---|---|---|---|---|
1 | Unirak | 252 | 93 | 89 | 70 | 42.8% | 7.4% | 2,598 |
2 | Invesco Pan European High Income Fund | 244 | 90 | 84 | 70 | 45.0% | 5.4% | 4,750 |
3 | Walser Portfolio German Select DE | 223 | 84 | 79 | 60 | 36.1% | 9.9% | 26 |
4 | Oppenheim DA | 220 | 47 | 99 | 74 | 25.7% | 3.9% | 117 |
5 | UBS Global Allocation Focus Europe | 197 | 60 | 87 | 50 | 31.1% | 8.3% | 172 |
6 | Walser Portfolio German Select | 194 | 65 | 72 | 57 | 33.2% | 10.3% | 292 |
7 | HAIG Balance First Euro Invest | 192 | 30 | 95 | 67 | 22.1% | 5.2% | 22 |
8 | Axa Optimal Income | 165 | 42 | 95 | 28 | 22.8% | 7.6% | 523 |
9 | Merck Finck Vario Aktien Renten UI | 156 | 43 | 86 | 27 | 30.1% | 9.7% | 71 |
10 | Oyster Dynamic Allocation EUR | 149 | 65 | 64 | 20 | 38.6% | 16.0% | 40 |
11 | DB Privatmandat Comfort Pro Deutschland | 141 | 57 | 67 | 17 | 32.2% | 13.2% | 2,371 |
12 | Vario Deutschland UI | 141 | 33 | 76 | 32 | 34.3% | 9.9% | 71 |
13 | D&R TA Deutsche Aktien | 117 | 46 | 61 | 10 | 29.2% | 17.1% | 42 |
14 | Merck Finck Vermögensverwaltung Taktik UI | 110 | 20 | 73 | 17 | 26.2% | 10.2% | 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 | Unirak | 93 | 18.7% | 30 | 42.8% | 24 | 67.7% | 19 | 20 | 5 | 0 | 5 | 5 | 5 |
2 | Invesco Pan European High Income Fund | 90 | 9.8% | 25 | 45.0% | 25 | 70.8% | 20 | 20 | 0 | 5 | 5 | 5 | 5 |
3 | Walser Portfolio German Select DE | 84 | 9.8% | 24 | 36.1% | 22 | 51.8% | 18 | 20 | 0 | 5 | 5 | 5 | 5 |
4 | Oyster Dynamic Allocation EUR | 65 | 11.1% | 27 | 38.6% | 23 | 24.5% | 10 | 5 | 5 | 5 | 5 | -5 | -5 |
5 | Walser Portfolio German Select | 65 | 8.6% | 23 | 33.2% | 20 | 47.0% | 17 | 5 | -5 | 5 | -5 | 5 | 5 |
6 | UBS Global Allocation Focus Europe | 60 | 12.2% | 29 | 31.1% | 18 | 35.0% | 13 | 0 | 5 | -5 | 5 | -5 | 0 |
7 | DB Privatmandat Comfort Pro Deutschland | 57 | 5.4% | 18 | 32.2% | 19 | 36.8% | 15 | 5 | -5 | 5 | 5 | -5 | 5 |
8 | Oppenheim DA | 47 | 10.5% | 26 | 25.7% | 14 | 33.2% | 12 | -5 | 5 | -5 | -5 | -5 | 5 |
9 | D&R TA Deutsche Aktien | 46 | 7.9% | 19 | 29.2% | 16 | 39.5% | 16 | -5 | -5 | 5 | -5 | -5 | 5 |
10 | Merck Finck Vario Aktien Renten UI | 43 | 12.1% | 28 | 30.1% | 17 | 19.8% | 8 | -10 | 5 | 0 | -5 | -5 | -5 |
11 | Axa Optimal Income | 42 | 7.9% | 20 | 22.8% | 13 | 35.8% | 14 | -5 | -5 | -5 | -5 | 5 | 5 |
12 | Vario Deutschland UI | 33 | 4.5% | 17 | 34.3% | 21 | 0.0% | 0 | -5 | -5 | 5 | 5 | -5 | -5 |
13 | HAIG Balance First Euro Invest | 30 | 8.3% | 22 | 22.1% | 12 | 29.0% | 11 | -15 | -5 | -5 | -5 | 5 | -5 |
14 | Merck Finck Vermögensverwaltung Taktik UI | 20 | 8.1% | 21 | 26.2% | 15 | 22.7% | 9 | -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 | Oppenheim DA | 99 | 4.2% | 29 | 3.9% | 40 | 0.49 | 30 |
2 | HAIG Balance First Euro Invest | 95 | 4.3% | 28 | 5.2% | 39 | 0.63 | 28 |
3 | Axa Optimal Income | 95 | 4.1% | 30 | 7.6% | 36 | 0.55 | 29 |
4 | Unirak | 89 | 6.1% | 27 | 7.4% | 37 | 1.06 | 25 |
5 | UBS Global Allocation Focus Europe | 87 | 6.2% | 26 | 8.3% | 35 | 1.04 | 26 |
6 | Merck Finck Vario Aktien Renten UI | 86 | 6.9% | 25 | 9.7% | 34 | 1.00 | 27 |
7 | Invesco Pan European High Income Fund | 84 | 6.9% | 24 | 5.4% | 38 | 1.11 | 22 |
8 | Walser Portfolio German Select DE | 79 | 7.2% | 23 | 9.9% | 33 | 1.09 | 23 |
9 | Vario Deutschland UI | 76 | 7.5% | 20 | 9.9% | 32 | 1.08 | 24 |
10 | Merck Finck Vermögensverwaltung Taktik UI | 73 | 7.3% | 22 | 10.2% | 31 | 1.13 | 20 |
11 | Walser Portfolio German Select | 72 | 7.4% | 21 | 10.3% | 30 | 1.12 | 21 |
12 | DB Privatmandat Comfort Pro Deutschland | 67 | 8.1% | 19 | 13.2% | 29 | 1.20 | 19 |
13 | Oyster Dynamic Allocation EUR | 64 | 10.3% | 18 | 16.0% | 28 | 1.35 | 18 |
14 | D&R TA Deutsche Aktien | 61 | 11.0% | 17 | 17.1% | 27 | 1.55 | 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 | Oppenheim DA | 74 | B | 10 | 5 | 20 | 19 | 20 | 5 | 20 | 0 | 3 | 4 | |
2 | Unirak | 70 | A | 20 | 4 | 10 | 17 | 10 | 5 | 20 | 0 | 5 | 10 | |
3 | Invesco Pan European High Income Fund | 70 | A | 20 | 5 | 20 | 14 | 10 | 5 | 20 | 0 | 0 | ||
4 | HAIG Balance First Euro Invest | 67 | B | 10 | 5 | 20 | 18 | 20 | 4 | 10 | 0 | 4 | 7 | |
5 | Walser Portfolio German Select DE | 60 | A | 20 | 5 | 20 | 16 | 10 | 4 | 10 | 0 | 2 | 0 | |
6 | Walser Portfolio German Select | 57 | B | 10 | 4 | 10 | 16 | 10 | 5 | 20 | 0 | 4 | 7 | |
7 | UBS Global Allocation Focus Europe | 50 | B | 10 | 4 | 10 | 15 | 10 | 4 | 10 | 0 | 5 | 10 | |
8 | Vario Deutschland UI | 32 | 0 | 3 | 5 | 14 | 10 | 4 | 10 | 0 | 4 | 7 | ||
9 | Axa Optimal Income | 28 | B | 10 | 2 | 0 | 12 | 5 | 3 | 5 | 1 | 4 | 3 | 4 |
10 | Merck Finck Vario Aktien Renten UI | 27 | C | 5 | 4 | 10 | 9 | 0 | 3 | 5 | 0 | 4 | 7 | |
11 | Oyster Dynamic Allocation EUR | 20 | 0 | 2 | 0 | 11 | 5 | 3 | 5 | 0 | 5 | 10 | ||
12 | DB Privatmandat Comfort Pro Deutschland | 17 | C | 5 | 2 | 0 | 12 | 5 | 0 | 0 | 4 | 7 | ||
13 | Merck Finck Vermögensverwaltung Taktik UI | 17 | C | 5 | 2 | 0 | 9 | 0 | 3 | 5 | 0 | 4 | 7 | |
14 | D&R TA Deutsche Aktien | 10 | C | 5 | 1 | 0 | 6 | 0 | 3 | 5 | 0 | 1 | 0 |
Sortierkriterium: Punkte Gesamt, Quelle: Testverfahren DER FONDS, Berechnung und Daten: FWW Fundservices GmbH (Stichtag: 5. Februar 2015), Wertentwicklung auf Euro-Basis