Amundi
WLDX.MI
FR0013209921
Amundi MSCI World Ex USA Screened UCITS ETF Acc
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Risk & Diversification Scores

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

Volatility Risk Score
5/7 Elevated
5 / 7 SRI PRIIPs Risk Class

Above-average volatility. Suitable for experienced investors with high risk tolerance (5+ years horizon).

Volatility (5Y)
18.2% p.a.
5-Year Horizon
Max Drawdown (5Y)
-21.5%
Deepest Drawdown
Sharpe Ratio
0.28
Moderate (0.0 - 0.5)
Rec. Holding Period
5 - 10+ Years
Investment Horizon
Elevated Risk / Growth: Score Basis:
Diversification Score
Broadly Diversified (< 35%)
85 / 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%
Low Concentration
Effective Holdings
~325
of 668 holdings
Top Sector
30.1%
Financial Services
Top Region / Country
22.7%
Japan
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.

Timeframe
Volatility (p.a.)
Max Drawdown
Sharpe Ratio
Return (p.a.)
1 Year — — — +12.3%
3 Years 19.5% -21.5% 0.46 +11.4%
5 Years 18.2% -21.5% 0.28 +7.6%
10 Years 29.1% -33.5% 0.25 +9.6%

Notes & Warnings

🟢 Favorable / fair valuation: Avg P/E of 17.3
🟢 Excellent global diversification (Score 85/100)
🟢 Balanced position distribution (< 35% in Top 10)
⚠️ Fund closure risk (< 50M € AUM)
🟡 Moderate analyst coverage (15.2 analysts)
⚠️ Elevated emerging markets risk: 32% Emerging Markets.
⚠️ Sector concentration: 30% in "Financial Services".
⚠️ Elevated Economic Cyclicality: 55% in cyclical industries – more vulnerable to economic downturns.
⚠️ Elevated Interest Rate Sensitivity: 43% in rate-sensitive or leverage-heavy industries (real estate, banks, utilities).
⚠️ Elevated Regulatory & Policy Risk: 59% in heavily regulated industries (defense, regulated utilities, healthcare policy).
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