INVE-B.ST
INVE-B.ST
SE0015811963
Investor AB ser. B
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Pure Price Volatility Risk (Market Swings)

The business itself is financially solid (Financial Health 80/100, minimal insolvency risk). The high overall score (6/7) is driven primarily by extreme stock price swings (±20.4% p.a.) and steep historical drawdowns.

Volatility Risk

Transparent evaluation of price volatility (SRI), Beta, and historical drawdowns.

Volatility Risk Score
6/7 High
6 / 7 SRI Price Fluctuation & Beta

Very high volatility or fundamental risks. Significant loss potential; strictly for aggressive investors. Moves noticeably less than the broader market (0.8x).

Beta (Market Relation)
0.76x
Defensive
Volatility (5Y p.a.)
20.4% p.a.
5-Year Horizon
Max Drawdown (5Y)
-31.7%
5-Year Horizon
Sharpe Ratio
0.70
Return / Risk
Speculative / High Risk: Score Basis:

Multi-Horizon Risk & Performance Matrix

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 — — — +32.6%
3 Years 18.0% -22.0% 1.2 +24.1%
5 Years 20.4% -31.7% 0.7 +16.7%
10 Years 20.5% -32.2% 0.74 +17.6%

Automated Risk & Health Notes (Red Flags)

Single Stock Risk: Investing in an individual stock carries full company and insolvency risk (no fund diversification).
Exemplary balance sheet strength: Very solid ratio of equity to debt.
🔴 Low analyst coverage – higher uncertainty in growth estimates & projections
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