LYKRW.SW - Risk

Risk & Diversification Scores

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)

31.9% p.a.

5-Year Horizon

Max Drawdown (5Y)

-41.9%

Deepest Drawdown

Sharpe Ratio

0.57

Good (0.5 - 1.0)

Rec. Holding Period

10+ Years

Investment Horizon

Speculative / High Risk: 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

52.1%

Focused

Effective Holdings

~33

of 95 holdings

Top Sector

54.1%

Technology

Top Region / Country

100.0%

United States

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

Multi-Horizon Risk & Performance Matrix

Historical volatility, drawdowns, and risk-adjusted return across 1, 3, 5, and 10 years.

Volatility Expansion (3Y > 5Y) High Volatility

Timeframe	Volatility (p.a.)	Max Drawdown	Sharpe Ratio	Return (p.a.)
1 Year	—	—	—	+126.3%
3 Years	36.9%	-34.1%	1.29	+50.2%
5 Years	31.9%	-41.9%	0.57	+20.6%
10 Years	28.6%	-51.1%	0.46	+15.7%

Notes & Warnings

⚠️ Elevated valuation: Avg P/E of 34.1

🟢 Deep market liquidity & capital coverage (Tier 1)

🟢 Established large fund (> 500M € AUM)

🟢 High institutional analyst coverage (33.9 analysts)

⚠️ Elevated top 10 holdings concentration: 52% of fund in top 10 positions.

🔴 Severe sector concentration risk: 54% in "Technology".

⚠️ Growth estimates are concentrated: Top 3 growth drivers account for 58% of forward growth.

ℹ️ Tech-Capex Exposure: 40% in semiconductors & hardware – dependent on hyperscaler capex cycles.

⚠️ Elevated Short-Term Volatility: 3Y volatility (36.9%) is noticeably higher than the 5Y average (31.9%).

🔴 Structurally High Volatility: Above-average fluctuations persist across 5 to 10 years (31.9% p.a.).

⚠️ Historical Stress Test: Maximum peak-to-trough drawdown of -51.1% in the extended horizon.