INAA.SW - 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)

16.7% p.a.

5-Year Horizon

Max Drawdown (5Y)

-26.6%

Deepest Drawdown

Sharpe Ratio

0.54

Good (0.5 - 1.0)

Rec. Holding Period

5 - 10+ Years

Investment Horizon

Elevated Risk / Growth: Score Basis:

Diversification Score

Broadly Diversified (< 35%)

68 / 100 Portfolio Diversification

4 Dimensions: Holdings (30%) • Sectors (25%) • Industries (25%) • Regions (20%)

High risk diversification: No dependency on individual heavyweights.

Top 10 Holdings

34.9%

Low Concentration

Effective Holdings

~77

of 609 holdings

Top Sector

37.0%

Technology

Top Region / Country

92.7%

United States

Excellent multi-dimensional diversification across holdings, industries, and geographies.

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	—	—	—	+15%
3 Years	15.3%	-19.1%	1.28	+22%
5 Years	16.7%	-26.6%	0.54	+11.5%
10 Years	16.7%	-34.9%	0.65	+13.4%

🟢 Favorable / fair valuation: Avg P/E of 24.5

🟢 Balanced position distribution (< 35% in Top 10)

🟢 Deep market liquidity & capital coverage (Tier 1)

🟢 Established large fund (> 500M € AUM)

🟢 High institutional analyst coverage (29.6 analysts)

⚠️ Sector concentration: 37% in "Technology".

⚠️ Elevated Regulatory & Policy Risk: 42% in heavily regulated industries (defense, regulated utilities, healthcare policy).