WOOE.AS - Risk

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)

17.6% p.a.

5-Year Horizon

Max Drawdown (5Y)

-37.4%

Deepest Drawdown

Sharpe Ratio

-0.50

Negative (< 0.0)

Rec. Holding Period

5 - 10+ Years

Investment Horizon

Elevated Risk / Growth: 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.

Stable Long-Term Volatility

Timeframe	Volatility (p.a.)	Max Drawdown	Sharpe Ratio	Return (p.a.)
1 Year	—	—	—	-3.5%
3 Years	15.9%	-27.0%	-0.42	-4.1%
5 Years	17.6%	-37.4%	-0.5	—
10 Years	—	—	—	—

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.