UBS
GENDED.SW
IE00BDR5GT91
UBS Global Gender Equality UCITS ETF USD dis
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Risk & Diversification Scores

Transparent evaluation of price volatility (SRI) and 4-dimensional portfolio diversification.

Volatility Risk Score
6/7 High
6 / 7 SRI PRIIPs Risk Class

Very high volatility or fundamental risks. Significant loss potential; strictly for aggressive investors.

Volatility (5Y)
20.8% p.a.
5-Year Horizon
Max Drawdown (5Y)
-22.1%
Deepest Drawdown
Sharpe Ratio
0.04
Moderate (0.0 - 0.5)
Rec. Holding Period
10+ Years
Investment Horizon
Speculative / High Risk: Score Basis:
Diversification Score
Broadly Diversified (< 35%)
87 / 100 Portfolio Diversification
4 Dimensions: Holdings (30%) • Sectors (25%) • Industries (25%) • Regions (20%)

High risk diversification: No dependency on individual heavyweights.

Top 10 Holdings
14.5%
Low Concentration
Effective Holdings
~96
of 98 holdings
Top Sector
26.2%
Financial Services
Top Region / Country
47.5%
United States
Excellent multi-dimensional diversification across holdings, industries, and geographies.

Multi-Horizon Risk & Performance Matrix

Historical volatility, drawdowns, and risk-adjusted return across 1, 3, 5, and 10 years.

Stable Long-Term Volatility Volatility Expansion (3Y > 5Y)
Timeframe
Volatility (p.a.)
Max Drawdown
Sharpe Ratio
Return (p.a.)
1 Year — — — +12.1%
3 Years 23.5% -21.2% 0.38 +11.5%
5 Years 20.8% -22.1% 0.04 +3.3%
10 Years — — — —

Notes & Warnings

🟢 Favorable / fair valuation: Avg P/E of 15.9
🟢 Excellent global diversification (Score 87/100)
🟢 Balanced position distribution (< 35% in Top 10)
🟢 Deep market liquidity & capital coverage (Tier 1)
⚠️ Fund closure risk (< 50M € AUM)
🟡 Moderate analyst coverage (15.8 analysts)
⚠️ Elevated Interest Rate Sensitivity: 51% in rate-sensitive or leverage-heavy industries (real estate, banks, utilities).
⚠️ Elevated Regulatory & Policy Risk: 60% in heavily regulated industries (defense, regulated utilities, healthcare policy).
🟢 Strong Defensive Buffer: 44% in crisis-resilient, non-cyclical sectors (consumer staples, healthcare, utilities).
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