IE00BJ5JP105
IE00BJ5JP105
iShares MSCI World Energy Sector UCITS ETF
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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%)
27 / 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
57.5%
FocusedEffective Holdings
~27
of 53 holdingsTop Sector
99.6%
EnergyTop Region / Country
61.7%
United StatesElevated 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 17.2
🟢 Deep market liquidity & capital coverage (Tier 1)
🟢 Established large fund (> 500M € AUM)
🟡 Moderate analyst coverage (17.4 analysts)
⚠️ Elevated top 10 holdings concentration: 57% of fund in top 10 positions.
🔴 Severe sector concentration risk: 100% in "Energy".
⚠️ Industry concentration: 49% in "Oil & Gas Integrated".
⚠️ Growth estimates are concentrated: Top 3 growth drivers account for 55% of forward growth.
🔴 High Commodity Concentration: 100% of fund depends directly on volatile energy and raw material markets.
🔴 Dominant Cyclicality: 100% in cyclical industries – higher drawdown risk in recessions.
⚠️ Elevated Regulatory & Policy Risk: 94% in heavily regulated industries (defense, regulated utilities, healthcare policy).