WELR.DE - Risk

Risk & Diversification Scores

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)

18.8% p.a.

5-Year Horizon

Max Drawdown (5Y)

-25.6%

Deepest Drawdown

Sharpe Ratio

0.89

Good (0.5 - 1.0)

Rec. Holding Period

5 - 10+ Years

Investment Horizon

Elevated Risk / Growth: Score Basis:

Diversification Score

High Concentration (> 50%)

13 / 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

77.4%

Focused

Effective Holdings

~16

of 55 holdings

Top Sector

99.3%

Communication Services

Top Region / Country

75.1%

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.

Stable Long-Term Volatility

Timeframe	Volatility (p.a.)	Max Drawdown	Sharpe Ratio	Return (p.a.)
1 Year	—	—	—	+3.1%
3 Years	18.1%	-25.6%	0.88	+18.5%
5 Years	18.8%	-25.6%	0.89	—
10 Years	—	—	—	—

Notes & Warnings

🟢 Favorable / fair valuation: Avg P/E of 17.6

🟢 Deep market liquidity & capital coverage (Tier 1)

Solid fund volume

🟢 High institutional analyst coverage (30.6 analysts)

🔴 Extreme top 10 holdings concentration: 77% of fund in top 10 positions.

🔴 Severe sector concentration risk: 99% in "Communication Services".

🔴 Extreme industry concentration: 55% in "Internet Content & Information".

⚠️ Growth estimates are concentrated: Top 3 growth drivers account for 60% of forward growth.

⚠️ Elevated Regulatory & Policy Risk: 71% in heavily regulated industries (defense, regulated utilities, healthcare policy).