AWAT.PA - Risk

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)

15.7% p.a.

5-Year Horizon

Max Drawdown (5Y)

-24.7%

Deepest Drawdown

Sharpe Ratio

0.11

Moderate (0.0 - 0.5)

Rec. Holding Period

5 - 10+ Years

Investment Horizon

Elevated Risk / Growth: Score Basis:

Diversification Score

High Concentration (> 50%)

68 / 100 Portfolio Diversification

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

High concentration risk: A few heavyweights drive the majority of fund value.

Top 10 Holdings

56.2%

Focused

Effective Holdings

~24

of 30 holdings

Top Sector

33.0%

Industrials

Top Region / Country

62.2%

Germany

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	—	—	—	+2%
3 Years	15.3%	-19.3%	0.38	+8.3%
5 Years	15.7%	-24.7%	0.11	+4.2%
10 Years	16.4%	-36.5%	0.33	+8%

🟢 Favorable / fair valuation: Avg P/E of 21.6

Solid fund volume

🟡 Moderate analyst coverage (18.6 analysts)

⚠️ Elevated top 10 holdings concentration: 56% of fund in top 10 positions.

⚠️ Single-country focus: 62% in "Germany".

⚠️ Sector concentration: 33% in "Industrials".

⚠️ Elevated Regulatory & Policy Risk: 44% in heavily regulated industries (defense, regulated utilities, healthcare policy).