Fonds-Crashtest
Fonds | Punkte Gesamt |
Pkt. Perfor- mance |
Pkt. Stress- test |
Pkt. Rating | Perf. 3 Jahre |
Max. Verlust 3 Jahre |
Vol. in Mio. € |
|
---|---|---|---|---|---|---|---|---|
1 | UBAM Turkish Equity | 231 | 87 | 99 | 45 | 13,2% | 44,5% | 25 |
2 | DWS Türkei | 192 | 75 | 87 | 30 | 10,7% | 47,2% | 66 |
3 | HSBC Turkey Equity | 186 | 75 | 76 | 35 | 9,8% | 52,3% | 110 |
4 | JPM Turkey Equity | 179 | 73 | 96 | 10 | 18,8% | 44,8% | 55 |
5 | I-Shares MSCI Turkey ETF | 161 | 62 | 84 | 15 | 5,1% | 46,5% | 195 |
6 | KBC Equity Fund Turkey | 160 | 54 | 96 | 10 | 3,0% | 34,8% | 71 |
7 | Türkisfund Equities | 157 | 54 | 88 | 15 | 8,6% | 47,4% | 32 |
8 | Lyxor ETF DJ Turkey Titans 20 | 139 | 49 | 85 | 5 | 3,7% | 49,3% | 199 |
9 | Espa Stock Istanbul | 109 | 28 | 81 | 0 | 1,7% | 48,7% | 43 |
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 | UBAM Turkish Equity | 87 | 7,8% | 28 | 13,2% | 24 | 24,4% | 20 | 15 | 5 | 5 | -5 | 5 | 5 |
2 | DWS Türkei | 75 | 8,8% | 30 | 10,7% | 23 | 4,7% | 17 | 5 | 5 | -5 | 5 | 5 | -5 |
3 | HSBC Turkey Equity | 75 | 8,1% | 29 | 9,8% | 22 | 12,1% | 19 | 5 | 5 | -5 | 5 | 5 | -5 |
4 | JPM Turkey Equity | 73 | 3,9% | 25 | 18,8% | 25 | 10,5% | 18 | 5 | -5 | 5 | 5 | -5 | 5 |
5 | I-Shares MSCI Turkey ETF | 62 | 3,5% | 23 | 5,1% | 20 | -0,9% | 14 | 5 | -5 | 5 | 5 | 5 | -5 |
6 | KBC Equity Fund Turkey | 54 | 4,7% | 26 | 3,0% | 18 | 0,5% | 15 | -5 | -5 | -5 | 5 | 5 | -5 |
7 | Türkisfund Equities | 54 | 6,9% | 27 | 8,6% | 21 | 2,5% | 16 | -10 | 5 | -5 | -5 | -5 | 0 |
8 | Lyxor ETF DJ Turkey Titans 20 | 49 | 2,5% | 22 | 3,7% | 19 | -1,1% | 13 | -5 | -5 | 5 | -5 | 5 | -5 |
9 | Espa Stock Istanbul | 28 | 3,8% | 24 | 1,7% | 17 | -3,4% | 12 | -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 | UBAM Turkish Equity | 99 | 25,8% | 30 | 44,5% | 39 | 0,96 | 30 |
2 | KBC Equity Fund Turkey | 96 | 26,4% | 28 | 34,8% | 40 | 0,99 | 28 |
3 | JPM Turkey Equity | 96 | 26,2% | 29 | 44,8% | 38 | 0,97 | 29 |
4 | Türkisfund Equities | 88 | 27,0% | 26 | 47,4% | 35 | 1,00 | 27 |
5 | DWS Türkei | 87 | 27,0% | 25 | 47,2% | 36 | 1,00 | 26 |
6 | Lyxor ETF DJ Turkey Titans 20 | 85 | 27,0% | 27 | 49,3% | 33 | 1,00 | 25 |
7 | I-Shares MSCI Turkey ETF | 84 | 27,1% | 24 | 46,5% | 37 | 1,01 | 23 |
8 | Espa Stock Istanbul | 81 | 27,9% | 23 | 48,7% | 34 | 1,01 | 24 |
9 | HSBC Turkey Equity | 76 | 28,1% | 22 | 52,3% | 32 | 1,05 | 22 |
Fonds | Pkt Ratings |
Feri | Pkt. Feri |
FWW Fundstars |
Pkt. FWW Fundstars |
Lipper | Pkt. Lipper |
Morningstar | Pkt. Morningstar |
Sauren | Pkt. Sauren |
Telos | Pkt. Telos |
|
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
1 | UBAM Turkish Equity | 45 | - | 0 | 5 | 20 | 11 | 5 | 5 | 20 | - | 0 | - | 0 |
2 | HSBC Turkey Equity | 35 | - | 0 | 5 | 20 | 11 | 5 | 4 | 10 | - | 0 | - | 0 |
3 | DWS Türkei | 30 | - | 0 | 5 | 20 | 12 | 5 | 3 | 5 | - | 0 | - | 0 |
4 | Türkisfund Equities | 15 | - | 0 | 4 | 10 | 9 | 0 | 3 | 5 | - | 0 | - | 0 |
5 | I-Shares MSCI Turkey ETF | 15 | - | 0 | 3 | 5 | 12 | 5 | 3 | 5 | - | 0 | - | 0 |
6 | KBC Equity Fund Turkey | 10 | - | 0 | 2 | 0 | 10 | 5 | 3 | 5 | - | 0 | - | 0 |
7 | JPM Turkey Equity | 10 | - | 0 | 4 | 10 | 9 | 0 | - | 0 | - | 0 | - | 0 |
8 | Lyxor ETF DJ Turkey Titans 20 | 5 | - | 0 | 1 | 0 | 5 | 0 | 3 | 5 | - | 0 | - | 0 |
9 | Espa Stock Istanbul | 0 | - | 0 | 1 | 0 | 8 | 0 | - | 0 | - | 0 | - | 0 |
Sortierkriterium: Punkte Gesamt, Quelle: Testverfahren DER FONDS, Berechnung und Daten: FWW Fundservices GmbH (Stichtag: 15. Juli 2015), Wertentwicklung auf Euro-Basis