AIFS.DE - Risk

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

Volatility Risk Score

7/7 Very High

7 / 7 SRI PRIIPs Risk Class

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

Volatility (5Y)

—

5-Year Horizon

Max Drawdown (5Y)

—

Deepest Drawdown

Sharpe Ratio

—

Risk / Reward

Rec. Holding Period

10+ Years

Investment Horizon

Speculative / High Risk: Score Basis:

Diversification Score

Focused (35% – 50%)

33 / 100 Portfolio Diversification

4 Dimensions: Holdings (30%) • Sectors (25%) • Industries (25%) • Regions (20%)

Focused weighting: Top holdings drive a major share of fund returns.

Top 10 Holdings

43.4%

Focused

Effective Holdings

~38

of 52 holdings

Top Sector

90.5%

Technology

Top Region / Country

79.2%

United States

Elevated concentration in top individual holdings, leading sectors, or key regions.

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	—	—	—	+76.5%
3 Years	—	—	—	—
5 Years	—	—	—	—
10 Years	—	—	—	—

⚠️ Elevated valuation: Avg P/E of 34.8

🟢 Deep market liquidity & capital coverage (Tier 1)

🟢 Established large fund (> 500M € AUM)

🟢 High institutional analyst coverage (34.4 analysts)

🔴 Severe sector concentration risk: 90% in "Technology".

⚠️ Industry concentration: 33% in "Semiconductors".

ℹ️ Tech-Capex Exposure: 65% in semiconductors & hardware – dependent on hyperscaler capex cycles.