L - Risk

Solid Quality Asset with Moderate Fluctuation

Healthy balance: Exemplary business financials (Health Score: 75/100) paired with moderate price swings for a single equity (±19.2% p.a.). The score (5/7) reflects the standard baseline for equities under SRI rules.

Volatility Risk

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

Volatility Risk Score

5/7 Elevated

5 / 7 SRI Price Fluctuation & Beta

Above-average volatility. Suitable for experienced investors with high risk tolerance (5+ years horizon). Moves noticeably less than the broader market (0.5x).

Beta (Market Relation)

0.5x

Defensive

Volatility (5Y p.a.)

19.2% p.a.

5-Year Horizon

Max Drawdown (5Y)

-26.3%

5-Year Horizon

Sharpe Ratio

0.57

Return / Risk

Elevated Risk / Growth: 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	—	—	—	+4.4%
3 Years	17.5%	-12.5%	0.95	+19.1%
5 Years	19.2%	-26.3%	0.57	+13.4%
10 Years	25.6%	-48.7%	0.29	+10%

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.

Corporate Governance & ISS Scores

Shareholder rights, board structure and audit safety (Scale 1 = Low Risk, 10 = High Risk)

Overall Governance Risk

9 ISS Score: 9 / 10

Audit Risk

10 ISS Score: 10 / 10

Board Risk

9 ISS Score: 9 / 10

Short Ratio

6.42