EQH - Risk

Elevated Business & Solvency Risk

Caution: In addition to price volatility, there are balance sheet risks due to higher debt or weaker liquidity (Health Score: 25/100).

Volatility Risk

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

Volatility Risk Score

7/7 Very High

7 / 7 SRI Price Fluctuation & Beta

Very high volatility or fundamental risks. Significant loss potential; strictly for aggressive investors. Largely moves in line with the broader market.

Beta (Market Relation)

1.1x

Above average

Volatility (5Y p.a.)

32.9% p.a.

5-Year Horizon

Max Drawdown (5Y)

-37.1%

5-Year Horizon

Sharpe Ratio

0.26

Return / Risk

Speculative / High Risk: Score Basis:

Multi-Horizon Risk & Performance Matrix

Historical volatility, drawdowns, and risk-adjusted return across 1, 3, 5, and 10 years.

High Volatility

Timeframe	Volatility (p.a.)	Max Drawdown	Sharpe Ratio	Return (p.a.)
1 Year	—	—	—	+6.3%
3 Years	32.2%	-37.0%	0.7	+25%
5 Years	32.9%	-37.1%	0.26	+11%
10 Years	38.4%	-61.6%	0.25	—

Automated Risk & Health Notes (Red Flags)

Single Stock Risk: Investing in an individual stock carries full company and insolvency risk (no fund diversification).

Critical leverage: Debt-to-Equity is at 586%.

Unprofitable business model: The company is currently generating net losses.

Structurally High Volatility: Above-average fluctuations persist across 5 to 10 years (32.9% p.a.).

Historical Stress Test: Maximum peak-to-trough drawdown of -61.6% in the extended horizon.

Corporate Governance & ISS Scores

Shareholder rights, board structure and audit safety (Scale 1 = Low Risk, 10 = High Risk)

Overall Governance Risk

1 ISS Score: 1 / 10

Audit Risk

3 ISS Score: 3 / 10

Board Risk

1 ISS Score: 1 / 10

Short Ratio

2.73