iShares
CNYAN.MX
IE00BQT3WG13
iShares MSCI China A UCITS ETF
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Risk & Diversification Scores

Transparent evaluation of price volatility (SRI) and 4-dimensional portfolio diversification.

Volatility Risk Score
7/7 Very High
7 / 7 SRI PRIIPs Risk Class

Very high volatility or fundamental risks. Significant loss potential; strictly for aggressive investors.

Volatility (5Y)
—
5-Year Horizon
Max Drawdown (5Y)
—
Deepest Drawdown
Sharpe Ratio
—
Risk / Reward
Rec. Holding Period
10+ Years
Investment Horizon
Speculative / High Risk: Score Basis:
Diversification Score
Broadly Diversified (< 35%)
48 / 100 Portfolio Diversification
4 Dimensions: Holdings (30%) • Sectors (25%) • Industries (25%) • Regions (20%)

High risk diversification: No dependency on individual heavyweights.

Top 10 Holdings
18.3%
Low Concentration
Effective Holdings
~200
of 410 holdings
Top Sector
30.4%
Technology
Top Region / Country
100.0%
China
Excellent multi-dimensional diversification across holdings, industries, and geographies.

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 — — — -1.7%
3 Years — — — +10.4%
5 Years — — — -5%
10 Years — — — —

Notes & Warnings

🟢 Favorable / fair valuation: Avg P/E of 16.0
🟢 Balanced position distribution (< 35% in Top 10)
🟢 Established large fund (> 500M € AUM)
🔴 Low analyst coverage (3.8 analysts, higher growth estimate uncertainty)
🔴 High single-country risk: 100% of portfolio in "China".
⚠️ Elevated emerging markets risk: 100% Emerging Markets.
⚠️ Sector concentration: 30% in "Technology".
⚠️ Growth estimates are concentrated: Top 3 growth drivers account for 49% of forward growth.
⚠️ Elevated Commodity Sensitivity: 17% of fund depends directly on energy and raw material prices (oil, metals, basic materials).
ℹ️ Tech-Capex Exposure: 36% in semiconductors & hardware – dependent on hyperscaler capex cycles.
⚠️ Elevated Regulatory & Policy Risk: 41% in heavily regulated industries (defense, regulated utilities, healthcare policy).
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