BYBU.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)

16.9% p.a.

5-Year Horizon

Max Drawdown (5Y)

-22.5%

Deepest Drawdown

Sharpe Ratio

0.43

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

59%

Focused

Effective Holdings

~25

of 38 holdings

Top Sector

26.9%

Technology

Top Region / Country

92.9%

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	—	—	—	+10.3%
3 Years	14.5%	-19.2%	1.04	+17.5%
5 Years	16.9%	-22.5%	0.43	+9.7%
10 Years	18.9%	-43.2%	0.52	+12.4%

🟢 Favorable / fair valuation: Avg P/E of 21.3

🟢 Deep market liquidity & capital coverage (Tier 1)

Solid fund volume

🟢 High institutional analyst coverage (24.7 analysts)

⚠️ Elevated top 10 holdings concentration: 59% of fund in top 10 positions.

🔴 Growth estimates are hyper-concentrated: Top 3 growth drivers account for 74% of total forward growth.