U11.SI - Risk

Solid Quality Asset with Moderate Fluctuation

Healthy balance: Exemplary business financials (Health Score: 80/100) paired with moderate price swings for a single equity (±16.9% 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 (0.4x).

Beta (Market Relation)

0.37x

Defensive

Volatility (5Y p.a.)

16.9% p.a.

5-Year Horizon

Max Drawdown (5Y)

-20.9%

5-Year Horizon

Sharpe Ratio

0.37

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	—	—	—	+13.1%
3 Years	16.8%	-19.9%	0.56	+11.8%
5 Years	16.9%	-20.9%	0.37	+8.7%
10 Years	17.8%	-41.7%	0.3	+7.8%

Automated Risk & Health Notes (Red Flags)

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

Exemplary balance sheet strength: Very solid ratio of equity to debt.

Strong cyclicality: The business model is sensitive to economic downturns.

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

1 ISS Score: 1 / 10

Board Risk

1 ISS Score: 1 / 10

Short Ratio