LU2611731741
LU2611731741
Amundi DIVDAX UCITS ETF Dist
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Risk & Diversification Scores
Transparent evaluation of price volatility (SRI) and 4-dimensional portfolio diversification.
Volatility Risk Score
4/7 Moderate
4 / 7 SRI PRIIPs Risk Class
Typical market fluctuations. Suitable for long-term wealth accumulation (3–5+ years horizon).
Volatility (5Y)
—
5-Year HorizonMax Drawdown (5Y)
—
Deepest DrawdownSharpe Ratio
—
Risk / RewardRec. Holding Period
3 - 5+ Years
Investment HorizonBalanced / Moderate: 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
86.5%
FocusedEffective Holdings
~13
of 16 holdingsTop Sector
22.6%
Consumer CyclicalTop Region / Country
100.0%
GermanyElevated 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.
Timeframe | Volatility (p.a.) | Max Drawdown | Sharpe Ratio | Return (p.a.) |
|---|---|---|---|---|
| 1 Year | — | — | — | — |
| 3 Years | — | — | — | — |
| 5 Years | — | — | — | — |
| 10 Years | — | — | — | — |
Notes & Warnings
🟢 Favorable / fair valuation: Avg P/E of 10.8
Solid fund volume
🟡 Moderate analyst coverage (13.4 analysts)
🔴 Extreme top 10 holdings concentration: 87% of fund in top 10 positions.
🔴 High single-country risk: 100% of portfolio in "Germany".
⚠️ Growth estimates are concentrated: Top 3 growth drivers account for 49% of forward growth.
⚠️ Elevated Economic Cyclicality: 52% in cyclical industries – more vulnerable to economic downturns.
⚠️ Elevated Interest Rate Sensitivity: 72% in rate-sensitive or leverage-heavy industries (real estate, banks, utilities).
⚠️ Elevated Regulatory & Policy Risk: 61% in heavily regulated industries (defense, regulated utilities, healthcare policy).
🟢 Strong Defensive Buffer: 44% in crisis-resilient, non-cyclical sectors (consumer staples, healthcare, utilities).