WIRE.DE - Risk

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

Focused (35% – 50%)

55 / 100 Portfolio Diversification

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

Focused weighting: Top holdings drive a major share of fund returns.

Top 10 Holdings

46.8%

Focused

Effective Holdings

~40

of 111 holdings

Top Sector

69.2%

Industrials

Top Region / Country

27.1%

United States

Elevated 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 22.4

Solid fund volume

🟡 Moderate analyst coverage (14.9 analysts)

⚠️ Elevated top 10 holdings concentration: 47% of fund in top 10 positions.

⚠️ Elevated emerging markets risk: 48% Emerging Markets.

🔴 Severe sector concentration risk: 69% in "Industrials".

🔴 Dominant Cyclicality: 73% in cyclical industries – higher drawdown risk in recessions.

ℹ️ Tech-Capex Exposure: 38% in semiconductors & hardware – dependent on hyperscaler capex cycles.