Fonds-Crashtest
Fonds | Punkte Gesamt |
Pkt. Perfor- mance |
Pkt. Stress- test |
Pkt. Rating | Perf. 3 Jahre |
Max. Verlust 3 Jahre |
Vol. in Mio. € |
|
---|---|---|---|---|---|---|---|---|
1 | Absolute Insight Currency Fund GBP | 200 | 85 | 81 | 34 | 29.0% | 5.6% | 251 |
2 | GAM Star Discretionary FX USD | 164 | 70 | 62 | 32 | 64.5% | 20.6% | 100 |
3 | Goldman Sachs Global Currency Plus Portfolio Base | 164 | 74 | 75 | 15 | 25.5% | 5.3% | 18 |
4 | Rendite FX Plus | 161 | 51 | 86 | 24 | 11.9% | 5.9% | 11 |
5 | Investec Emerging Markets Currency Alpha Fund USD | 150 | 63 | 70 | 17 | 20.6% | 12.6% | 17 |
6 | DB X-Trackers Currency Returns | 144 | 45 | 94 | 5 | 6.4% | 4.3% | 11 |
7 | Pictet Global Emerging Currencies | 142 | 55 | 77 | 10 | 8.7% | 13.3% | 172 |
8 | Investec Managed Currency Fund USD | 138 | 56 | 77 | 5 | 11.1% | 9.4% | 28 |
9 | Deutsche Invest Global GDP Bonds | 133 | 35 | 93 | 5 | -7.2% | 7.4% | 43 |
10 | DB Platinum Currency Returns Plus EUR | 131 | 31 | 95 | 5 | 1.8% | 4.2% | 22 |
11 | Schroder Global Managed Currency | 128 | 51 | 72 | 5 | 7.6% | 14.1% | 15 |
12 | DWS Short Duration Emerging Markets | 126 | 33 | 88 | 5 | -4.1% | 7.7% | 31 |
13 | Investec Emerging Markets Currency Fund USD | 114 | 34 | 73 | 7 | 5.2% | 14.3% | 64 |
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 | Absolute Insight Currency Fund GBP | 85 | 28.2% | 27 | 29.0% | 24 | 41.9% | 19 | 15 | 5 | 5 | -5 | 5 | 5 |
2 | Goldman Sachs Global Currency Plus Portfolio Base | 74 | 31.9% | 28 | 25.5% | 23 | 20.9% | 18 | 5 | 5 | -5 | 5 | 5 | -5 |
3 | GAM Star Discretionary FX USD | 70 | 66.1% | 30 | 64.5% | 25 | 56.7% | 20 | -5 | 5 | -5 | 5 | -5 | -5 |
4 | Investec Emerging Markets Currency Alpha Fund USD | 63 | 39.3% | 29 | 20.6% | 22 | 18.8% | 17 | -5 | 5 | -5 | -5 | 5 | -5 |
5 | Investec Managed Currency Fund USD | 56 | 20.4% | 26 | 11.1% | 20 | 11.9% | 15 | -5 | 0 | 0 | -5 | -5 | 5 |
6 | Pictet Global Emerging Currencies | 55 | 17.9% | 25 | 8.7% | 19 | 16.1% | 16 | -5 | -5 | -5 | -5 | 5 | 5 |
7 | Schroder Global Managed Currency | 51 | 17.0% | 24 | 7.6% | 18 | 11.4% | 14 | -5 | -5 | -5 | -5 | 5 | 5 |
8 | Rendite FX Plus | 51 | 13.3% | 22 | 11.9% | 21 | 7.8% | 13 | -5 | -5 | 5 | 5 | -5 | -5 |
9 | DB X-Trackers Currency Returns | 45 | 3.6% | 21 | 6.4% | 17 | 3.8% | 12 | -5 | -5 | 5 | 5 | -5 | -5 |
10 | Deutsche Invest Global GDP Bonds | 35 | -4.7% | 17 | -7.2% | 13 | -5.9% | 10 | -5 | -5 | 5 | -5 | -5 | 5 |
11 | Investec Emerging Markets Currency Fund USD | 34 | 16.8% | 23 | 5.2% | 16 | 0 | -5 | -5 | -5 | -5 | 5 | 5 | |
12 | DWS Short Duration Emerging Markets | 33 | -1.1% | 19 | -4.1% | 14 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
13 | DB Platinum Currency Returns Plus EUR | 31 | 2.9% | 20 | 1.8% | 15 | -3.9% | 11 | -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 | DB Platinum Currency Returns Plus EUR | 95 | 2.9% | 28 | 4.2% | 40 | -0.11 | 27 |
2 | DB X-Trackers Currency Returns | 94 | 3.2% | 27 | 4.3% | 39 | -0.12 | 28 |
3 | Deutsche Invest Global GDP Bonds | 93 | 2.1% | 30 | 7.4% | 34 | -0.16 | 29 |
4 | DWS Short Duration Emerging Markets | 88 | 2.8% | 29 | 7.7% | 33 | 0.11 | 26 |
5 | Rendite FX Plus | 86 | 3.4% | 26 | 5.9% | 35 | 0.77 | 25 |
6 | Absolute Insight Currency Fund GBP | 81 | 8.5% | 21 | 5.6% | 36 | 1.47 | 24 |
7 | Pictet Global Emerging Currencies | 77 | 5.5% | 25 | 13.3% | 30 | 1.52 | 22 |
8 | Investec Managed Currency Fund USD | 77 | 5.5% | 24 | 9.4% | 32 | 1.53 | 21 |
9 | Goldman Sachs Global Currency Plus Portfolio Base | 75 | 9.1% | 19 | 5.3% | 38 | 2.33 | 18 |
10 | Investec Emerging Markets Currency Fund USD | 73 | 5.8% | 22 | 14.3% | 28 | 1.49 | 23 |
11 | Schroder Global Managed Currency | 72 | 5.7% | 23 | 14.1% | 29 | 1.55 | 20 |
12 | Investec Emerging Markets Currency Alpha Fund USD | 70 | 8.5% | 20 | 12.6% | 31 | 2.20 | 19 |
13 | GAM Star Discretionary FX USD | 62 | 18.7% | 18 | 20.6% | 27 | 4.76 | 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 | Absolute Insight Currency Fund GBP | 34 | 0 | 5 | 20 | 14 | 10 | 0 | 0 | 3 | 4 | |||
2 | GAM Star Discretionary FX USD | 32 | 0 | 5 | 20 | 13 | 5 | 0 | 0 | 4 | 7 | |||
3 | Rendite FX Plus | 24 | D | 0 | 5 | 20 | 0 | 0 | 2 | 0 | 0 | 3 | 4 | |
4 | Investec Emerging Markets Currency Alpha Fund USD | 17 | 0 | 4 | 10 | 9 | 0 | 0 | 0 | 4 | 7 | |||
5 | Goldman Sachs Global Currency Plus Portfolio Base | 15 | 0 | 4 | 10 | 12 | 5 | 0 | 0 | 0 | ||||
6 | Pictet Global Emerging Currencies | 10 | 0 | 3 | 5 | 10 | 5 | 0 | 0 | 1 | 0 | |||
7 | Investec Emerging Markets Currency Fund USD | 7 | 0 | 2 | 0 | 9 | 0 | 0 | 0 | 4 | 7 | |||
8 | DWS Short Duration Emerging Markets | 5 | 0 | 1 | 0 | 10 | 5 | 1 | 0 | 0 | 1 | 0 | ||
9 | Schroder Global Managed Currency | 5 | 0 | 2 | 0 | 11 | 5 | 0 | 0 | 2 | 0 | |||
10 | Deutsche Invest Global GDP Bonds | 5 | 0 | 1 | 0 | 10 | 5 | 0 | 0 | 0 | ||||
11 | DB X-Trackers Currency Returns | 5 | 0 | 2 | 0 | 13 | 5 | 0 | 0 | 0 | ||||
12 | Investec Managed Currency Fund USD | 5 | 0 | 3 | 5 | 0 | 0 | 0 | 0 | 0 | ||||
13 | DB Platinum Currency Returns Plus EUR | 5 | 0 | 1 | 0 | 10 | 5 | 0 | 0 | 0 |
Sortierkriterium: Punkte Gesamt, Quelle: Testverfahren DER FONDS, Berechnung und Daten: FWW Fundservices GmbH (Stichtag: 12. März 2015), Wertentwicklung auf Euro-Basis