REITIR.IC - Risk

Elevated Business & Solvency Risk

Caution: In addition to price volatility, there are balance sheet risks due to higher debt or weaker liquidity (Health Score: 60/100).

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 (0.3x).

Beta (Market Relation)

0.28x

Defensive

Volatility (5Y p.a.)

22.6% p.a.

5-Year Horizon

Max Drawdown (5Y)

-32.4%

5-Year Horizon

Sharpe Ratio

0.23

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	—	—	—	-9.8%
3 Years	22.0%	-21.9%	0.38	+11%
5 Years	22.6%	-32.4%	0.23	+7.7%
10 Years	23.0%	-59.3%	-0.04	+1.6%

Automated Risk & Health Notes (Red Flags)

Single Stock Risk: Investing in an individual stock carries full company and insolvency risk (no fund diversification).

Critical leverage: Debt-to-Equity is at 212%.

Historical Stress Test: Maximum peak-to-trough drawdown of -59.3% in the extended horizon.