AWSRIW.SW - Risk

Risk & Diversification Scores

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

Volatility Risk Score

6/7 High

6 / 7 SRI PRIIPs Risk Class

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

Volatility (5Y)

21.8% p.a.

5-Year Horizon

Max Drawdown (5Y)

-25.0%

Deepest Drawdown

Sharpe Ratio

0.34

Moderate (0.0 - 0.5)

Rec. Holding Period

10+ Years

Investment Horizon

Speculative / High Risk: Score Basis:

Diversification Score

Broadly Diversified (< 35%)

86 / 100 Portfolio Diversification

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

High risk diversification: No dependency on individual heavyweights.

Top 10 Holdings

32.6%

Low Concentration

Effective Holdings

~87

of 543 holdings

Top Sector

36.9%

Technology

Top Region / Country

59.2%

United States

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.

Volatility Expansion (3Y > 5Y)

Timeframe	Volatility (p.a.)	Max Drawdown	Sharpe Ratio	Return (p.a.)
1 Year	—	—	—	+26.6%
3 Years	25.0%	-25.0%	0.66	+19%
5 Years	21.8%	-25.0%	0.34	+10%
10 Years	19.4%	-31.2%	0.42	—

Notes & Warnings

🟢 Favorable / fair valuation: Avg P/E of 24.6

🟢 Excellent global diversification (Score 86/100)

🟢 Balanced position distribution (< 35% in Top 10)

🟢 Deep market liquidity & capital coverage (Tier 1)

Solid fund volume

🟢 High institutional analyst coverage (26.4 analysts)

⚠️ Sector concentration: 37% in "Technology".

⚠️ Growth estimates are concentrated: Top 3 growth drivers account for 50% of forward growth.

ℹ️ Tech-Capex Exposure: 31% in semiconductors & hardware – dependent on hyperscaler capex cycles.

⚠️ Elevated Regulatory & Policy Risk: 36% in heavily regulated industries (defense, regulated utilities, healthcare policy).