US26884U5056
US26884U5056
EPR Properties 5.750% Series G
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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: 75/100).
Volatility Risk
Transparent evaluation of price volatility (SRI), Beta, and historical drawdowns.
Volatility Risk Score
5/7 Elevated
5 / 7 SRI Price Fluctuation & Beta
Above-average volatility. Suitable for experienced investors with high risk tolerance (5+ years horizon). Largely moves in line with the broader market.
Beta (Market Relation)
1.03x
Above averageVolatility (5Y p.a.)
19.1% p.a.
5-Year HorizonMax Drawdown (5Y)
-37.6%
5-Year HorizonSharpe Ratio
-0.41
Return / RiskElevated Risk / Growth: 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 | — | — | — | -6% |
| 3 Years | 16.8% | -21.1% | 0 | +2.5% |
| 5 Years | 19.1% | -37.6% | -0.41 | -5.4% |
| 10 Years | 27.9% | -63.9% | -0.19 | — |
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.
Historical Stress Test: Maximum peak-to-trough drawdown of -63.9% in the extended horizon.
Corporate Governance & ISS Scores
Overall Governance Risk
-
Audit Risk
-
Board Risk
-
Short Ratio
0.12