INVE-A.ST
INVE-A.ST
SE0015811955
Investor AB ser. A
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Pure Price Volatility Risk (Market Swings)

The business itself is financially solid (Financial Health 80/100, minimal insolvency risk). The high overall score (6/7) is driven primarily by extreme stock price swings (±20.5% p.a.) and steep historical drawdowns.

Volatility Risk

Transparent evaluation of price volatility (SRI), Beta, and historical drawdowns.

Volatility Risk Score
6/7 High
6 / 7 SRI Price Fluctuation & Beta

Very high volatility or fundamental risks. Significant loss potential; strictly for aggressive investors. Moves noticeably less than the broader market (0.8x).

Beta (Market Relation)
0.76x
Defensive
Volatility (5Y p.a.)
20.5% p.a.
5-Year Horizon
Max Drawdown (5Y)
-30.3%
5-Year Horizon
Sharpe Ratio
0.66
Return / Risk
Speculative / High Risk: Score Basis:

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 — — — +30.2%
3 Years 17.8% -21.7% 1.19 +23.7%
5 Years 20.5% -30.3% 0.66 +16.1%
10 Years 20.0% -31.6% 0.75 +17.5%

Automated Risk & Health Notes (Red Flags)

Single Stock Risk: Investing in an individual stock carries full company and insolvency risk (no fund diversification).
Exemplary balance sheet strength: Very solid ratio of equity to debt.
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