WOOD.L - 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)

4396.0% p.a.

5-Year Horizon

Max Drawdown (5Y)

-99.3%

Deepest Drawdown

Sharpe Ratio

0.00

Moderate (0.0 - 0.5)

Rec. Holding Period

10+ Years

Investment Horizon

Speculative / High Risk: Score Basis:

Diversification Score

High Concentration (> 50%)

29 / 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%

Focused

Effective Holdings

~22

of 25 holdings

Top Sector

67.4%

Basic Materials

Top Region / Country

19.4%

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.

Volatility Expansion (3Y > 5Y) High Volatility

Timeframe	Volatility (p.a.)	Max Drawdown	Sharpe Ratio	Return (p.a.)
1 Year	—	—	—	-7.9%
3 Years	5667.7%	-99.2%	-0	-7.1%
5 Years	4396.0%	-99.3%	-0	-5.6%
10 Years	3106.0%	-99.3%	-0	+1.2%

Notes & Warnings

🟢 Favorable / fair valuation: Avg P/E of 13.5

Solid fund volume

🔴 Low analyst coverage (7 analysts, higher growth estimate uncertainty)

⚠️ Elevated top 10 holdings concentration: 57% of fund in top 10 positions.

⚠️ Elevated emerging markets risk: 41% Emerging Markets.

🔴 Severe sector concentration risk: 67% in "Basic Materials".

🔴 Extreme industry concentration: 62% in "Paper & Paper Products".

🔴 High Commodity Concentration: 85% of fund depends directly on volatile energy and raw material markets.

🔴 Dominant Cyclicality: 89% in cyclical industries – higher drawdown risk in recessions.

⚠️ Elevated Short-Term Volatility: 3Y volatility (5667.7%) is noticeably higher than the 5Y average (4396.0%).

🔴 Structurally High Volatility: Above-average fluctuations persist across 5 to 10 years (4396.0% p.a.).

⚠️ Historical Stress Test: Maximum peak-to-trough drawdown of -99.3% in the extended horizon.