Amundi
WELK.DE
IE000KYX7IP4
Amundi S&P World Financials Screened UCITS ETF Acc
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Risk & Diversification Scores

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)
15.2% p.a.
5-Year Horizon
Max Drawdown (5Y)
-20.1%
Deepest Drawdown
Sharpe Ratio
1.00
Excellent (> 1.0)
Rec. Holding Period
5 - 10+ Years
Investment Horizon
Elevated Risk / Growth: Score Basis:
Diversification Score
Broadly Diversified (< 35%)
31 / 100 Portfolio Diversification
4 Dimensions: Holdings (30%) • Sectors (25%) • Industries (25%) • Regions (20%)

High risk diversification: No dependency on individual heavyweights.

Top 10 Holdings
31.2%
Low Concentration
Effective Holdings
~82
of 209 holdings
Top Sector
98.7%
Financial Services
Top Region / Country
46.6%
United States
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.

Stable Long-Term Volatility
Timeframe
Volatility (p.a.)
Max Drawdown
Sharpe Ratio
Return (p.a.)
1 Year — — — +15%
3 Years 15.0% -20.1% 1.38 +23.2%
5 Years 15.2% -20.1% 1 —
10 Years — — — —

Notes & Warnings

🟢 Favorable / fair valuation: Avg P/E of 13.7
🟢 Balanced position distribution (< 35% in Top 10)
🟢 Deep market liquidity & capital coverage (Tier 1)
🟢 Established large fund (> 500M € AUM)
🟡 Moderate analyst coverage (16.9 analysts)
🔴 Severe sector concentration risk: 99% in "Financial Services".
⚠️ Industry concentration: 35% in "Banks - Diversified".
⚠️ Elevated Economic Cyclicality: 65% in cyclical industries – more vulnerable to economic downturns.
⚠️ Elevated Interest Rate Sensitivity: 94% in rate-sensitive or leverage-heavy industries (real estate, banks, utilities).
⚠️ Elevated Regulatory & Policy Risk: 99% in heavily regulated industries (defense, regulated utilities, healthcare policy).
🟢 Strong Long-Term Stability: The asset exhibits consistently low volatility across 5 and 10 years (<16% p.a.).
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