BTLG11.SA - Risk

Solid Quality Asset with Moderate Fluctuation

Healthy balance: Exemplary business financials (Health Score: 75/100) paired with moderate price swings for a single equity (±10.8% p.a.). The score (4/7) reflects the standard baseline for equities under SRI rules.

Volatility Risk

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

Volatility Risk Score

4/7 Moderate

4 / 7 SRI Price Fluctuation & Beta

Typical market fluctuations. Suitable for long-term wealth accumulation (3–5+ years horizon).

Beta (Market Relation)

Defensive

Volatility (5Y p.a.)

10.8% p.a.

5-Year Horizon

Max Drawdown (5Y)

-19.3%

5-Year Horizon

Sharpe Ratio

-0.24

Return / Risk

Balanced / Moderate: 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	—	—	—	+1.4%
3 Years	10.5%	-19.3%	-0.07	+1.8%
5 Years	10.8%	-19.3%	-0.24	-0.1%
10 Years	18.2%	-43.5%	0.26	+7.2%

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.

🔴 High valuation risk: Avg P/E of 97.0 (Elevated multiple compression risk)