Fonds-Crashtest
Fonds | Punkte Gesamt |
Pkt. Perfor- mance |
Pkt. Stress- test |
Pkt. Rating | Perf. 3 Jahre |
Max. Verlust 3 Jahre |
Vol. in Mio. € |
|
---|---|---|---|---|---|---|---|---|
1 | BL-Emerging Markets | 206 | 78 | 88 | 40 | 1,27 | 19,72 | 349 |
2 | HWB Victoria Strategies | 159 | 78 | 54 | 27 | 69,59 | 22,59 | 33 |
3 | ACM Bernstein Emerging Markets Multi-Asset Portfolio | 153 | 51 | 78 | 24 | -3,16 | 17,80 | 225 |
4 | Sauren Emerging Markets Balanced | 152 | 40 | 67 | 45 | 11,32 | 12,35 | 21 |
5 | Capital Group EM Total Opportunities | 141 | 47 | 79 | 15 | -7,11 | 21,54 | 2687 |
6 | Macquarie Emerging Markets Multi Fund Strategy | 137 | 34 | 93 | 10 | -10,45 | 16,56 | 63 |
7 | Global Emerging Markets Balance Portfolio | 137 | 41 | 76 | 20 | -3,71 | 20,77 | 95 |
8 | World Top Emerging Market Fund UI | 129 | 27 | 97 | 5 | -8,38 | 17,32 | 10 |
9 | Carmignac Emerging Patrimoine | 117 | 34 | 83 | 0 | -13,40 | 21,49 | 722 |
10 | UBS EM Allocation | 105 | 31 | 64 | 10 | -13,28 | 25,11 | 61 |
11 | Schroder Global Emerging Market Opportunities | 103 | 35 | 53 | 15 | -10,36 | 29,68 | 531 |
12 | Unirak Emerging Markets | 93 | 29 | 64 | 0 | -12,59 | 24,27 | 167 |
13 | Vermögens-Management Wachstumsländer Balance | 92 | 31 | 56 | 5 | -8,76 | 23,33 | 894 |
14 | Baring Dynamic Emerging Markets Fund | 80 | 13 | 67 | 0 | -14,15 | 23,53 | 23 |
15 | DB Privat-Mandat Comfort Pro Wachstumsländer | 77 | -5 | 82 | 0 | -18,91 | 26,54 | 73 |
16 | Templeton Emerging Markets Balanced Fund | 63 | 8 | 55 | 0 | -17,37 | 30,68 | 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 | HWB Victoria Strategies | 78 | 12,44 | 30 | 69,59 | 25 | 21,69 | 18 | 5 | 5 | 5 | 5 | -5 | -5 |
2 | BL-Emerging Markets | 78 | -8,63 | 25 | 1,27 | 21 | 18,90 | 17 | 15 | 5 | -5 | 5 | 5 | 5 |
3 | ACM Bernstein Emerging Markets Multi-Asset Portfolio | 51 | -7,14 | 27 | -3,16 | 19 | 0 | 5 | 5 | 5 | -5 | -5 | 5 | |
4 | Capital Group EM Total Opportunities | 47 | -11,55 | 19 | -7,11 | 17 | 0,68 | 16 | -5 | -5 | -5 | -5 | 5 | 5 |
5 | Global Emerging Markets Balance Portfolio | 41 | -10,16 | 23 | -3,71 | 18 | 0 | 0 | 0 | 5 | -5 | -5 | 5 | |
6 | Sauren Emerging Markets Balanced | 40 | -11,59 | 18 | 11,32 | 22 | 0 | 0 | -5 | 5 | 5 | 0 | -5 | |
7 | Schroder Global Emerging Market Opportunities | 35 | -21,10 | 12 | -10,36 | 14 | -19,72 | 14 | -5 | -5 | 5 | 5 | -5 | -5 |
8 | Macquarie Emerging Markets Multi Fund Strategy | 34 | -8,48 | 26 | -10,45 | 13 | 0 | -5 | 5 | -5 | -5 | -5 | 5 | |
9 | Carmignac Emerging Patrimoine | 34 | -9,50 | 24 | -13,40 | 10 | 0 | 0 | 0 | -5 | -5 | 5 | 5 | |
10 | Vermögens-Management Wachstumsländer Balance | 31 | -10,84 | 21 | -8,76 | 15 | 0 | -5 | -5 | -5 | -5 | 5 | 5 | |
11 | UBS EM Allocation | 31 | -11,08 | 20 | -13,28 | 11 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
12 | Unirak Emerging Markets | 29 | -12,30 | 17 | -12,59 | 12 | -14,53 | 15 | -15 | -5 | -5 | -5 | 5 | -5 |
13 | World Top Emerging Market Fund UI | 27 | -12,55 | 16 | -8,38 | 16 | 0 | -5 | -5 | -5 | 5 | -5 | 5 | |
14 | Baring Dynamic Emerging Markets Fund | 13 | -16,63 | 14 | -14,15 | 9 | 0 | -10 | -5 | 0 | -5 | -5 | 5 | |
15 | Templeton Emerging Markets Balanced Fund | 8 | -14,98 | 15 | -17,37 | 8 | 0 | -15 | -5 | -5 | -5 | -5 | 5 | |
16 | DB Privat-Mandat Comfort Pro Wachstumsländer | -5 | -17,50 | 13 | -18,91 | 7 | 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 | World Top Emerging Market Fund UI | 97 | 8,24 | 30 | 17,32 | 37 | 0,74 | 30 |
2 | Macquarie Emerging Markets Multi Fund Strategy | 93 | 9,50 | 28 | 16,56 | 38 | 0,88 | 27 |
3 | BL-Emerging Markets | 88 | 9,86 | 27 | 19,72 | 33 | 0,87 | 28 |
4 | Carmignac Emerging Patrimoine | 83 | 10,23 | 26 | 21,49 | 31 | 0,94 | 26 |
5 | DB Privat-Mandat Comfort Pro Wachstumsländer | 82 | 9,35 | 29 | 26,54 | 24 | 0,85 | 29 |
6 | Capital Group EM Total Opportunities | 79 | 10,79 | 24 | 21,54 | 30 | 0,97 | 25 |
7 | ACM Bernstein Emerging Markets Multi-Asset Portfolio | 78 | 11,46 | 20 | 17,80 | 36 | 1,03 | 22 |
8 | Global Emerging Markets Balance Portfolio | 76 | 10,76 | 25 | 20,77 | 32 | 1,06 | 19 |
9 | Sauren Emerging Markets Balanced | 67 | 14,23 | 13 | 12,35 | 40 | 1,24 | 14 |
10 | Baring Dynamic Emerging Markets Fund | 67 | 11,74 | 19 | 23,53 | 27 | 1,03 | 21 |
11 | Unirak Emerging Markets | 64 | 12,12 | 18 | 24,27 | 26 | 1,05 | 20 |
12 | UBS EM Allocation | 64 | 11,40 | 21 | 25,11 | 25 | 1,11 | 18 |
13 | Vermögens-Management Wachstumsländer Balance | 56 | 13,08 | 16 | 23,33 | 28 | 1,28 | 12 |
14 | Templeton Emerging Markets Balanced Fund | 55 | 12,22 | 17 | 30,68 | 22 | 1,19 | 16 |
15 | HWB Victoria Strategies | 54 | 18,21 | 12 | 22,59 | 29 | 1,24 | 13 |
16 | Schroder Global Emerging Market Opportunities | 53 | 13,58 | 15 | 29,68 | 23 | 1,20 | 15 |
Fonds | Pkt Ratings |
Feri | Pkt. Feri |
FWW Fundstars |
Pkt. FWW Fundstars |
Lipper | Pkt. Lipper |
Morningstar | Pkt. Morningstar |
Sauren | Pkt. Sauren |
Telos | Pkt. Telos |
|
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
1 | Sauren Emerging Markets Balanced | 45 | 0 | 5 | 20 | 10 | 5 | 5 | 20 | 0 | 0 | |||
2 | BL-Emerging Markets | 40 | C | 5 | 4 | 10 | 10 | 5 | 5 | 20 | 0 | 2 | 0 | |
3 | HWB Victoria Strategies | 27 | 0 | 5 | 20 | 9 | 0 | 2 | 0 | 0 | 4 | 7 | ||
4 | ACM Bernstein Emerging Markets Multi-Asset Portfolio | 24 | 0 | 3 | 5 | 10 | 5 | 4 | 10 | 0 | 3 | 4 | ||
5 | Global Emerging Markets Balance Portfolio | 20 | 0 | 4 | 10 | 6 | 0 | 4 | 10 | 0 | 2 | 0 | ||
6 | Capital Group EM Total Opportunities | 15 | D | 0 | 3 | 5 | 9 | 0 | 4 | 10 | 0 | 0 | ||
7 | Schroder Global Emerging Market Opportunities | 15 | C | 5 | 2 | 0 | 10 | 5 | 3 | 5 | 0 | 0 | ||
8 | UBS EM Allocation | 10 | 0 | 3 | 5 | 5 | 0 | 3 | 5 | 0 | 2 | 0 | ||
9 | Macquarie Emerging Markets Multi Fund Strategy | 10 | 0 | 2 | 0 | 0 | 4 | 10 | 0 | 0 | ||||
10 | Vermögens-Management Wachstumsländer Balance | 5 | 0 | 3 | 5 | 0 | 0 | 0 | 0 | |||||
11 | World Top Emerging Market Fund UI | 5 | 0 | 2 | 0 | 5 | 0 | 3 | 5 | 0 | 2 | 0 | ||
12 | Baring Dynamic Emerging Markets Fund | 0 | 0 | 1 | 0 | 5 | 0 | 2 | 0 | 0 | 0 | |||
13 | DB Privat-Mandat Comfort Pro Wachstumsländer | 0 | 0 | 1 | 0 | 5 | 0 | 1 | 0 | 0 | 1 | 0 | ||
14 | Carmignac Emerging Patrimoine | 0 | 0 | 1 | 0 | 5 | 0 | 2 | 0 | 0 | 1 | 0 | ||
15 | Templeton Emerging Markets Balanced Fund | 0 | 0 | 2 | 0 | 8 | 0 | 2 | 0 | 0 | 1 | 0 | ||
16 | Unirak Emerging Markets | 0 | D | 0 | 1 | 0 | 7 | 0 | 2 | 0 | 0 | 1 | 0 |
Sortierkriterium: Punkte Gesamt, Quelle: Testverfahren DER FONDS, Berechnung und Daten: FWW Fundservices GmbH (Stichtag: 21. Januar 2016), Wertentwicklung auf Euro-Basis