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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.

  Fonds Punkte
Gesamt
Pkt. Perfor-
mance
Pkt. Stress-
test
Pkt. Rating Perf. 3
Jahre
Max.
Verlust 3
Jahre
Vol. in
Mio. €
1 Robeco SAM Smart Materials 218 79 97 42 21.4% 13.9% 153
2 Pioneer Aktien Rohstoffe 194 84 58 52 18.9% 18.1% 111
3 I-Shares Stoxx Europe 600 Construction & Materials 175 71 69 35 42.8% 19.4% 26
4 Lyxor MSCI World Materials 165 59 81 25 10.7% 15.4% 31
5 Lyxor Stoxx Europe 600 Construction & Materials 164 72 62 30 43.3% 19.4% 21
6 Axa Framlington Hybrid Resources 160 47 93 20 -3.5% 16.9% 71
7 Altis Fund Global Resources 155 67 51 37 3.8% 24.0% 13
8 Comstage Stoxx Europe 600 Construction & Materials 154 67 63 24 42.1% 19.4% 25
9 Amundi MSCI Europe Materials 149 70 57 22 16.0% 17.9% 15
10 Aberdeen World Resources Equity 143 29 77 37 2.2% 18.4% 185
11 KBC Equity Commodities & Materials 142 66 66 10 3.8% 20.2% 23
12 Source Stoxx Europe 600 Optimised Constr. & Mat. 132 68 45 19 41.6% 19.9% 12
13 SSGA Materials Index Equity Fund 132 19 81 32 -0.5% 19.8% 21
14 Martin Currie Global Resources Fund 124 19 68 37 1.7% 20.8% 108
15 Carmignac Commodities 106 34 57 15 -8.8% 31.8% 667
16 Deka-Lux Global Resources 103 41 38 24 -3.9% 26.0% 115
17 KBL Natural Resources Equities 90 22 63 5 -7.8% 25.2% 29
18 Investec Global Natural Resources Fund 89 9 56 24 -13.9% 26.9% 285
19 Julius Baer Natural Resources Fund 82 -4 72 14 -15.0% 21.6% 21
20 Comstage Stoxx Europe 600 Basic Resources 73 47 17 9 -1.4% 36.8% 42
21 Franklin Natural Resources Fund 73 6 40 27 -5.6% 28.3% 201
22 Amundi Equity Global Resources 70 -11 71 10 -18.7% 27.4% 114
23 LBBW Rohstoffe & Ressourcen 68 13 50 5 -19.4% 29.6% 36
24 Source Stoxx Europe 600 Optimised Basic Resources 52 37 10 5 -0.4% 37.1% 91
25 DB X-Trackers Stoxx Europe 600 Basic Resources 52 34 13 5 -1.6% 36.9% 89
26 I-Shares Stoxx Europe 600 Basic Resources 49 36 13 0 -3.8% 38.0% 170
27 Long Term Investment Natural Resources 47 18 14 15 -6.7% 33.8% 11
28 Schoellerbank Global Resources 33 -3 36 0 -25.7% 30.8% 82
29 DWS Global Natural Resources Equity Typ O 31 17 14 0 -18.8% 41.9% 71
30 Sunares Sustainable Natural Resources 17 16 1 0 -45.5% 56.3% 15
31 First State Global Resources Fund 15 -10 16 9 -25.5% 37.0% 614
32 Baring Global Resources Fund 12 -25 27 10 -23.2% 32.6% 406
33 ME Fonds Pergamon 5 -5 10 0 -50.8% 55.9% 14
34 Allianz Global Metals and Mining 4 1 3 0 -35.6% 48.1% 537
35 Blackrock World Mining Fund -2 -15 6 7 -39.4% 47.2% 5825
36 VCH Expert Natural Resources -5 -15 10 0 -34.8% 42.7% 31
37 JPM Global Natural Resources -7 -12 5 0 -33.5% 47.7% 714
38 Allianz Rohstofffonds -11 -15 4 0 -36.5% 48.1% 568
39 Earth Exploration Fund UI -15 -15 0 0 -62.2% 68.3% 25
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 Pioneer Aktien Rohstoffe 84 11.37% 30 18.85% 20 35.08% 19 15 5 5 5 5 -5
2 Robeco SAM Smart Materials 79 0.08% 13 21.37% 21 61.72% 20 25 5 5 5 5 5
3 Lyxor Stoxx Europe 600 Construction & Materials 72 0.48% 15 43.28% 25 26.36% 17 15 5 5 5 5 -5
4 I-Shares Stoxx Europe 600 Construction & Materials 71 0.59% 16 42.83% 24 25.77% 16 15 5 5 5 5 -5
5 Amundi MSCI Europe Materials 70 0.64% 18 16.02% 19 28.69% 18 15 5 5 5 -5 5
6 Source Stoxx Europe 600 Optimised Constr. & Mat. 68 0.63% 17 41.64% 22 25.04% 14 15 5 5 5 5 -5
7 Comstage Stoxx Europe 600 Construction & Materials 67 0.32% 14 42.11% 23 25.07% 15 15 5 5 5 5 -5
8 Altis Fund Global Resources 67 3.65% 24 3.76% 17 7.30% 11 15 5 5 5 5 -5
9 KBC Equity Commodities & Materials 66 3.05% 23 3.76% 16 16.13% 12 15 5 5 5 5 -5
10 Lyxor MSCI World Materials 59 4.11% 26 10.74% 18 - 0 15 5 5 5 5 -5
11 Comstage Stoxx Europe 600 Basic Resources 47 2.51% 22 -1.38% 11 4.64% 9 5 5 -5 5 -5 5
12 Axa Framlington Hybrid Resources 47 -1.91% 10 -3.53% 9 16.47% 13 15 5 -5 5 5 5
13 Deka-Lux Global Resources 41 0.73% 19 -3.91% 7 7.16% 10 5 5 -5 5 5 -5
14 Source Stoxx Europe 600 Optimised Basic Resources 37 3.96% 25 -0.35% 13 2.81% 4 -5 5 -5 -5 -5 5
15 I-Shares Stoxx Europe 600 Basic Resources 36 2.25% 20 -3.78% 8 1.47% 3 5 5 5 -5 -5 5
16 Carmignac Commodities 34 5.24% 29 -8.83% 3 4.06% 7 -5 5 -5 -5 -5 5
17 DB X-Trackers Stoxx Europe 600 Basic Resources 34 2.48% 21 -1.63% 10 4.19% 8 -5 5 -5 -5 -5 5
18 Aberdeen World Resources Equity 29 -2.36% 9 2.19% 15 - 0 5 -5 5 5 5 -5
19 KBL Natural Resources Equities 22 -1.54% 12 -7.84% 4 -3.85% 1 5 5 -5 5 5 -5
20 Martin Currie Global Resources Fund 19 -8.90% 0 1.69% 14 -4.66% 0 5 -5 5 5 5 -5
21 SSGA Materials Index Equity Fund 19 -3.51% 6 -0.51% 12 3.51% 6 -5 -5 5 -5 5 -5
22 Long Term Investment Natural Resources 18 4.53% 28 -6.68% 5 -20.76% 0 -15 5 -5 -5 -5 -5
23 DWS Global Natural Resources Equity Typ O 17 4.48% 27 -18.77% 0 -22.38% 0 -10 5 -5 -5 -5 0
24 Sunares Sustainable Natural Resources 16 -1.63% 11 -45.54% 0 -32.23% 0 5 5 -5 -5 5 5
25 LBBW Rohstoffe & Ressourcen 13 -2.73% 8 -19.44% 0 -8.87% 0 5 -5 -5 5 5 5
26 Investec Global Natural Resources Fund 9 -6.14% 0 -13.88% 2 -3.06% 2 5 -5 5 -5 5 5
27 Franklin Natural Resources Fund 6 -10.76% 0 -5.64% 6 3.14% 5 -5 -5 5 -5 5 -5
28 Allianz Global Metals and Mining 1 -5.90% 1 -35.65% 0 - 0 0 0 0 0 0 0
29 Schoellerbank Global Resources -3 -5.21% 2 -25.72% 0 - 0 -5 -5 -5 5 5 -5
30 Julius Baer Natural Resources Fund -4 -14.31% 0 -14.96% 1 -19.61% 0 -5 -5 5 5 -5 -5
31 ME Fonds Pergamon -5 -14.48% 0 -50.82% 0 -39.78% 0 -5 -5 -5 -5 5 5
32 First State Global Resources Fund -10 -3.58% 5 -25.54% 0 -17.27% 0 -15 -5 -5 -5 -5 5
33 Amundi Equity Global Resources -11 -4.30% 4 -18.72% 0 -15.74% 0 -15 -5 -5 -5 5 -5
34 JPM Global Natural Resources -12 -4.88% 3 -33.47% 0 -22.14% 0 -15 -5 -5 -5 -5 5
35 VCH Expert Natural Resources -15 -6.29% 0 -34.81% 0 -33.38% 0 -15 -5 -5 5 -5 -5
36 Blackrock World Mining Fund -15 -12.07% 0 -39.43% 0 -37.26% 0 -15 -5 -5 -5 -5 5
37 Allianz Rohstofffonds -15 -7.50% 0 -36.46% 0 -33.55% 0 -15 -5 -5 -5 -5 5
38 Earth Exploration Fund UI -15 -8.63% 0 -62.24% 0 -62.11% 0 -15 -5 -5 -5 -5 5
39 Baring Global Resources Fund -25 -6.93% 0 -23.21% 0 -23.39% 0 -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 Robeco SAM Smart Materials 97 11.48% 30 13.88% 38 0.54 29
2 Axa Framlington Hybrid Resources 93 11.82% 29 16.94% 36 0.59 28
3 SSGA Materials Index Equity Fund 81 11.85% 28 19.84% 29 0.81 24
4 Lyxor MSCI World Materials 81 12.18% 27 15.41% 37 0.84 17
5 Aberdeen World Resources Equity 77 13.63% 23 18.44% 33 0.82 21
6 Julius Baer Natural Resources Fund 72 13.76% 22 21.57% 25 0.79 25
7 Amundi Equity Global Resources 71 13.42% 25 27.42% 20 0.73 26
8 I-Shares Stoxx Europe 600 Construction & Materials 69 15.30% 15 19.35% 32 0.81 22
9 Martin Currie Global Resources Fund 68 14.18% 19 20.75% 26 0.81 23
10 KBC Equity Commodities & Materials 66 12.80% 26 20.24% 27 0.87 13
11 KBL Natural Resources Equities 63 13.56% 24 25.24% 23 0.84 16
12 Comstage Stoxx Europe 600 Construction & Materials 63 15.61% 13 19.40% 31 0.83 19
13 Lyxor Stoxx Europe 600 Construction & Materials 62 15.60% 14 19.43% 30 0.83 18
14 Pioneer Aktien Rohstoffe 58 15.65% 12 18.11% 34 0.9 12
15 Carmignac Commodities 57 13.77% 21 31.84% 16 0.83 20
16 Amundi MSCI Europe Materials 57 15.24% 16 17.89% 35 1.02 6
17 Investec Global Natural Resources Fund 56 13.84% 20 26.85% 21 0.84 15
18 Altis Fund Global Resources 51 15.15% 17 24.03% 24 0.9 10
19 LBBW Rohstoffe & Ressourcen 50 14.81% 18 29.58% 18 0.85 14
20 Source Stoxx Europe 600 Optimised Constr. & Mat. 45 16.48% 8 19.85% 28 0.9 9
21 Franklin Natural Resources Fund 40 16.27% 10 28.29% 19 0.9 11
22 Deka-Lux Global Resources 38 16.41% 9 26.04% 22 1.01 7
23 Schoellerbank Global Resources 36 16.03% 11 30.83% 17 0.96 8
24 Baring Global Resources Fund 27 17.24% 7 32.56% 15 1.07 5
25 Comstage Stoxx Europe 600 Basic Resources 17 20.99% 1 36.79% 13 1.22 3
26 First State Global Resources Fund 16 20.21% 5 37.05% 11 1.27 0
27 DWS Global Natural Resources Equity Typ O 14 20.07% 6 41.86% 8 1.3 0
28 Long Term Investment Natural Resources 14 22.37% 0 33.80% 14 1.29 0
29 DB X-Trackers Stoxx Europe 600 Basic Resources 13 21.08% 0 36.92% 12 1.23 1
30 I-Shares Stoxx Europe 600 Basic Resources 13 20.78% 2 37.96% 9 1.22 2
31 ME Fonds Pergamon 10 20.39% 4 55.89% 2 1.18 4
32 VCH Expert Natural Resources 10 20.44% 3 42.70% 7 1.26 0
33 Source Stoxx Europe 600 Optimised Basic Resources 10 21.10% 0 37.14% 10 1.24 0
34 Blackrock World Mining Fund 6 22.38% 0 47.23% 6 1.44 0
35 JPM Global Natural Resources 5 21.92% 0 47.74% 5 1.37 0
36 Allianz Rohstofffonds 4 23.02% 0 48.09% 4 1.46 0
37 Allianz Global Metals and Mining 3 23.11% 0 48.12% 3 1.39 0
38 Sunares Sustainable Natural Resources 1 26.80% 0 56.33% 1 1.49 0
39 Earth Exploration Fund UI 0 29.07% 0 68.34% 0 1.62 0
  Fonds Pkt
Ratings
Feri Pkt.
Feri
FWW
Fundstars
Pkt.
FWW
Fundstars
Lipper Pkt.
Lipper
Morningstar Pkt.
Morningstar
Sauren Pkt.
Sauren
Telos Pkt.
Telos
1 Pioneer Aktien Rohstoffe 52 - 0 5 20 10 5 5 20 - 0 4 7
2 Robeco SAM Smart Materials 42 C 5 5 20 10 5 3 5 - 0 4 7
3 Martin Currie Global Resources Fund 37 - 0 5 20 6 0 4 10 - 0 4 7
4 Altis Fund Global Resources 37 - 0 5 20 7 0 4 10 - 0 4 7
5 Aberdeen World Resources Equity 37 - 0 5 20 6 0 4 10 - 0 4 7
6 I-Shares Stoxx Europe 600 Construction & Materials 35 - 0 5 20 14 10 3 5 - 0 2 0
7 SSGA Materials Index Equity Fund 32 - 0 4 10 15 10 3 5 - 0 4 7
8 Lyxor Stoxx Europe 600 Construction & Materials 30 - 0 5 20 10 5 3 5 - 0 - 0
9 Franklin Natural Resources Fund 27 - 0 4 10 12 5 3 5 - 0 4 7
10 Lyxor MSCI World Materials 25 - 0 4 10 15 10 3 5 - 0 - 0
11 Investec Global Natural Resources Fund 24 - 0 4 10 9 0 4 10 - 0 3 4
12 Deka-Lux Global Resources 24 - 0 4 10 10 5 3 5 - 0 3 4
13 Comstage Stoxx Europe 600 Construction & Materials 24 - 0 4 10 14 10 2 0 - 0 3 4
14 Amundi MSCI Europe Materials 22 - 0 3 5 14 10 2 0 - 0 4 7
15 Axa Framlington Hybrid Resources 20 - 0 4 10 9 0 4 10 - 0 - 0
16 Source Stoxx Europe 600 Optimised Constr. & Mat. 19 - 0 3 5 14 10 2 0 - 0 3 4
17 Long Term Investment Natural Resources 15 - 0 4 10 5 0 3 5 - 0 2 0
18 Carmignac Commodities 15 - 0 4 10 6 0 3 5 - 0 2 0
19 Julius Baer Natural Resources Fund 14 - 0 3 5 8 0 3 5 - 0 3 4
20 KBC Equity Commodities & Materials 10 - 0 3 5 11 5 2 0 - 0 1 0
21 Baring Global Resources Fund 10 - 0 3 5 5 0 3 5 - 0 2 0
22 Amundi Equity Global Resources 10 - 0 3 5 4 0 3 5 - 0 - 0
23 First State Global Resources Fund 9 - 0 2 0 8 0 3 5 1 4 2 0
24 Comstage Stoxx Europe 600 Basic Resources 9 - 0 3 5 8 0 1 0 - 0 3 4
25 Blackrock World Mining Fund 7 - 0 1 0 7 0 2 0 2 7 1 0
26 LBBW Rohstoffe & Ressourcen 5 - 0 2 0 8 0 3 5 - 0 2 0
27 DB X-Trackers Stoxx Europe 600 Basic Resources 5 - 0 3 5 8 0 1 0 - 0 2 0
28 Source Stoxx Europe 600 Optimised Basic Resources 5 - 0 3 5 8 0 1 0 - 0 2 0
29 KBL Natural Resources Equities 5 - 0 2 0 5 0 3 5 - 0 - 0
30 Schoellerbank Global Resources 0 - 0 1 0 4 0 2 0 - 0 - 0
31 Allianz Global Metals and Mining 0 - 0 1 0 6 0 2 0 - 0 - 0
32 Sunares Sustainable Natural Resources 0 - 0 1 0 4 0 1 0 - 0 - 0
33 JPM Global Natural Resources 0 - 0 2 0 8 0 2 0 - 0 1 0
34 I-Shares Stoxx Europe 600 Basic Resources 0 - 0 2 0 9 0 2 0 - 0 2 0
35 Earth Exploration Fund UI 0 - 0 1 0 5 0 1 0 - 0 1 0
36 ME Fonds Pergamon 0 - 0 1 0 4 0 1 0 - 0 1 0
37 VCH Expert Natural Resources 0 - 0 1 0 5 0 2 0 - 0 1 0
38 DWS Global Natural Resources Equity Typ O 0 - 0 2 0 7 0 2 0 - 0 2 0
39 Allianz Rohstofffonds 0 - 0 1 0 8 0 1 0 - 0 1 0

Sortierkriterium: Punkte Gesamt, Quelle: Testverfahren DER FONDS, Berechnung und Daten: FWW Fundservices GmbH (Stichtag: 15. Oktober 2014)