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AEW UK REIT plc (AEWU.L) Sharpe Ratio: 0.72

Equity · Currency in GBp · Last updated Jun 5, 2026

AEW UK REIT plc (LSE: AEWU) aims to deliver an attractive total return to shareholders by investing predominantly in smaller commercial properties (typically less than £15 million), on shorter occupational leases in strong commercial locations across the United Kingdom. The Company was listed on the Official List of the UK Listing Authority and admitted to trading on the Main Market of the London Stock Exchange on 12 May 2015, raising £100.5m. Since IPO it has raised a further £58m.

AEWU.L's Sharpe Ratio of 0.72 indicates that for each unit of volatility, it generates 0.72 units of excess return above the risk-free rate. The ratio is calculated using historical daily returns over the past 12 months (as of Jun 5, 2026).

Sharpe uses total volatility (standard deviation) which includes both upside and downside price movements, making it useful for comparing risk-adjusted returns across different assets.

AEWU.L Sharpe Ratio Rank

AEWU.L Sharpe Ratio Rank: 64.565
Above Average

AEWU.L ranks above 64.5% of all investments in our database based on Sharpe Ratio over the past 12 months, indicating above-average returns relative to volatility. Securities are ranked from 0 (worst) to 100 (best).

What moves the rank

  • Strong returns with low total volatility → Higher rank
  • High volatility (both upside and downside) → Lower rank
  • Consistent returns → Higher rank than volatile returns of same magnitude
  • Sharp drawdowns increase volatility → Lower rank

What you can do with this information

  • Above-average risk-adjusted returns with room for improvement
  • Compare against category peers to gauge relative positioning
  • Monitor for movement toward top tier or decline toward median
  • Consider pairing with top-tier holdings to improve portfolio efficiency

AEWU.L Sharpe Ratio Market Positioning

The chart shows AEWU.L's Sharpe Ratio relative to all stocks on our platform, with color zones indicating percentile rankings. Higher ratios indicate better risk-adjusted returns.

  • Red zone (bottom 25%): -0.38 or lower
  • Yellow zone (middle 50%): -0.38 to 1.16
  • Green zone (top 25%): 1.16 or higher
  • Top 1%: 5.78+
  • Median: 0.23 — half of all investments score higher

How it compares to other similar stocks

The table compares AEW UK REIT plc's Sharpe Ratio with other stocks in the REIT - Diversified industry across multiple time periods, showing how AEWU.L's risk-adjusted performance compares to industry peers.

Data shows 1-, 5-, and 10-year periods, plus each stock's all-time average, as of Jun 5, 2026.

SymbolName1Y Sharpe Ratio5Y Sharpe Ratio10Y Sharpe RatioAll Time Sharpe Ratio
CREI.LCustodian REIT plc0.75
AEWU.LAEW UK REIT plc0.72
BLND.LBritish Land Company plc0.40
BBOX.LTritax Big Box REIT plc0.32
LAND.LLand Securities Group plc0.24
API.Labrdn Property Income Trust Ltd.0.16
AIRE.LAlternative Income REIT plc0.02
PCTN.LPicton Property Income Ltd-0.12
LMP.LLondonMetric Property plc-0.14
KCR.LKCR Residential Reit plc-0.48

S&P 500 Index

How to choose period

Historical Sharpe Ratio

The chart shows AEWU.L's rolling Sharpe ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to total volatility, while declining trends may signal deteriorating risk-adjusted performance or increased volatility. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when AEWU.L consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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