3296.T
3296.T
JP3047750009
NIPPON REIT INVESTMENT CORPORAT
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Solid Quality Asset with Moderate Fluctuation

Healthy balance: Exemplary business financials (Health Score: 67/100) paired with moderate price swings for a single equity (±15.3% p.a.). The score (5/7) reflects the standard baseline for equities under SRI rules.

Volatility Risk

Transparent evaluation of price volatility (SRI), Beta, and historical drawdowns.

Volatility Risk Score
5/7 Elevated
5 / 7 SRI Price Fluctuation & Beta

Above-average volatility. Suitable for experienced investors with high risk tolerance (5+ years horizon). Moves noticeably less than the broader market (0.2x).

Beta (Market Relation)
0.17x
Defensive
Volatility (5Y p.a.)
15.3% p.a.
5-Year Horizon
Max Drawdown (5Y)
-31.8%
5-Year Horizon
Sharpe Ratio
-0.59
Return / Risk
Elevated Risk / Growth: Score Basis:

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 — — — -22.6%
3 Years 13.9% -27.8% -0.59 -5.7%
5 Years 15.3% -31.8% -0.59 -6.4%
10 Years 22.0% -56.8% -0.05 +1.4%

Automated Risk & Health Notes (Red Flags)

Single Stock Risk: Investing in an individual stock carries full company and insolvency risk (no fund diversification).
Historical Stress Test: Maximum peak-to-trough drawdown of -56.8% in the extended horizon.
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