LYPU.DE - Risk

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)

17.3% p.a.

5-Year Horizon

Max Drawdown (5Y)

-25.8%

Deepest Drawdown

Sharpe Ratio

0.03

Moderate (0.0 - 0.5)

Rec. Holding Period

5 - 10+ Years

Investment Horizon

Elevated Risk / Growth: 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

53.9%

Focused

Effective Holdings

~24

of 28 holdings

Top Sector

36.3%

Technology

Top Region / Country

96.2%

United States

Elevated concentration in top individual holdings, leading sectors, or key regions.

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	—	—	—	+4.8%
3 Years	16.5%	-25.8%	0.32	+7.8%
5 Years	17.3%	-25.8%	0.03	+3%
10 Years	19.7%	-43.6%	0.05	+3.5%

🟢 Favorable / fair valuation: Avg P/E of 22.9

🟢 Deep market liquidity & capital coverage (Tier 1)

Solid fund volume

🟢 High institutional analyst coverage (24.2 analysts)

⚠️ Elevated top 10 holdings concentration: 54% of fund in top 10 positions.

⚠️ Sector concentration: 36% in "Technology".

🔴 Growth estimates are hyper-concentrated: Top 3 growth drivers account for 90% of total forward growth.