XEL
XEL
US98389B1008
Xcel Energy Inc.
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Elevated Business & Solvency Risk

Caution: In addition to price volatility, there are balance sheet risks due to higher debt or weaker liquidity (Health Score: 35/100).

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 (0.4x).

Beta (Market Relation)
0.37x
Defensive
Volatility (5Y p.a.)
20.9% p.a.
5-Year Horizon
Max Drawdown (5Y)
-37.4%
5-Year Horizon
Sharpe Ratio
0.03
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 — — — -10.4%
3 Years 20.6% -24.0% 0.28 +8.4%
5 Years 20.9% -37.4% 0.03 +3%
10 Years 21.8% -37.4% 0.17 +6.3%

Automated Risk & Health Notes (Red Flags)

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

Corporate Governance & ISS Scores

Shareholder rights, board structure and audit safety (Scale 1 = Low Risk, 10 = High Risk)
Overall Governance Risk
2 ISS Score: 2 / 10
Audit Risk
8 ISS Score: 8 / 10
Board Risk
6 ISS Score: 6 / 10
Short Ratio
7.55
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