Invesco
XLCS.L
IE00BG7PP820
Invesco Communications S&P US Select Sector UCITS ETF Acc
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Risk & Diversification Scores

Transparent evaluation of price volatility (SRI) and 4-dimensional portfolio diversification.

Volatility Risk Score
6/7 High
6 / 7 SRI PRIIPs Risk Class

Very high volatility or fundamental risks. Significant loss potential; strictly for aggressive investors.

Volatility (5Y)
19.6% p.a.
5-Year Horizon
Max Drawdown (5Y)
-45.6%
Deepest Drawdown
Sharpe Ratio
0.23
Moderate (0.0 - 0.5)
Rec. Holding Period
10+ Years
Investment Horizon
Speculative / High Risk: Score Basis:
Diversification Score
High Concentration (> 50%)
22 / 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
89.5%
Focused
Effective Holdings
~12
of 23 holdings
Top Sector
100.0%
Communication Services
Top Region / Country
100.0%
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 — — — -3.4%
3 Years 16.5% -17.9% 1.1 +20.6%
5 Years 19.6% -45.6% 0.23 +7%
10 Years 19.7% -47.6% 0.44 —

Notes & Warnings

🟢 Favorable / fair valuation: Avg P/E of 15.4
🟢 Deep market liquidity & capital coverage (Tier 1)
Solid fund volume
🟢 High institutional analyst coverage (32.4 analysts)
🔴 Extreme top 10 holdings concentration: 90% of fund in top 10 positions.
🔴 Severe sector concentration risk: 100% in "Communication Services".
⚠️ Industry concentration: 38% in "Internet Content & Information".
⚠️ Growth estimates are concentrated: Top 3 growth drivers account for 61% of forward growth.
⚠️ Elevated Regulatory & Policy Risk: 65% in heavily regulated industries (defense, regulated utilities, healthcare policy).
⚠️ Historical Stress Test: Maximum peak-to-trough drawdown of -47.6% in the extended horizon.
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