AEWU.L vs. KLPEF
AEWU.L (AEW UK REIT plc) and KLPEF (Klépierre SA) are both stocks. Both are in the Real Estate sector — AEWU.L in REIT - Diversified, KLPEF in REIT - Retail. Over the past 10 years, AEWU.L returned 9.70%/yr vs 7.00%/yr for KLPEF. At a 0.10 correlation, their price movements are largely independent.
Performance
AEWU.L vs. KLPEF - Performance Comparison
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Different Trading Currencies
AEWU.L is traded in GBp, while KLPEF is traded in USD. To make them comparable, the KLPEF values have been converted to GBp using the latest available exchange rates.
Returns By Period
In the year-to-date period, AEWU.L achieves a 3.11% return, which is significantly lower than KLPEF's 3.57% return. Over the past 10 years, AEWU.L has outperformed KLPEF with an annualized return of 9.70%, while KLPEF has yielded a comparatively lower 7.00% annualized return.
AEWU.L
- 1D
- 0.56%
- 1M
- 2.69%
- YTD
- 3.11%
- 6M
- 2.92%
- 1Y
- 12.23%
- 3Y*
- 10.34%
- 5Y*
- 10.47%
- 10Y*
- 9.70%
KLPEF
- 1D
- 0.63%
- 1M
- -0.83%
- YTD
- 3.57%
- 6M
- 0.54%
- 1Y
- 10.80%
- 3Y*
- 26.18%
- 5Y*
- 16.64%
- 10Y*
- 7.00%
AEWU.L vs. KLPEF - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AEWU.L AEW UK REIT plc | 3.11% | 15.92% | 8.33% | 7.76% | -3.22% | 57.76% | -13.12% | 20.73% | -2.73% | 12.50% |
KLPEF Klépierre SA | 3.57% | 40.58% | 17.60% | 20.09% | 17.27% | 14.49% | -36.83% | 28.88% | -17.87% | 5.24% |
Correlation
The correlation between AEWU.L and KLPEF is 0.06, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.06 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.05 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.12 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.10 |
Correlation (All Time) Calculated using the full available price history since May 13, 2015 | 0.10 |
Fundamentals
AEWU.L:
£169.51M
KLPEF:
$12.95B
AEWU.L:
£0.20
KLPEF:
$8.37
AEWU.L:
5.48
KLPEF:
4.78
AEWU.L:
0.03
KLPEF:
0.05
AEWU.L:
3.66
KLPEF:
3.80
AEWU.L:
0.98
KLPEF:
1.39
AEWU.L:
£46.31M
KLPEF:
$3.21B
AEWU.L:
£25.98M
KLPEF:
$2.34B
AEWU.L:
£6.96M
KLPEF:
$1.74B
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Return for Risk
AEWU.L vs. KLPEF — Risk / Return Rank
AEWU.L
KLPEF
AEWU.L vs. KLPEF - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AEW UK REIT plc (AEWU.L) and Klépierre SA (KLPEF). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| AEWU.L | KLPEF | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.25 | ||
| Sortino ratioReturn per unit of downside risk | +0.29 | ||
| Omega ratioGain probability vs. loss probability | 1.14 | 1.13 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 1.14 | 0.80 | +0.34 |
| Martin ratioReturn relative to average drawdown | 3.45 | 1.89 | +1.56 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AEWU.L | KLPEF | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.72 | 0.47 | +0.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.53 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.08 | +0.36 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.07 | +0.36 |
Drawdowns
AEWU.L vs. KLPEF - Drawdown Comparison
The maximum AEWU.L drawdown since its inception was -45.79%, smaller than the maximum KLPEF drawdown of -83.94%. Use the drawdown chart below to compare losses from any high point for AEWU.L and KLPEF.
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Drawdown Indicators
| AEWU.L | KLPEF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.79% | -83.94% | +38.15% |
Max Drawdown (1Y)Largest decline over 1 year | -10.65% | -13.52% | +2.87% |
Max Drawdown (3Y)Largest decline over 3 years | -17.92% | -13.80% | -4.12% |
Max Drawdown (5Y)Largest decline over 5 years | -31.26% | -25.39% | -5.87% |
Max Drawdown (10Y)Largest decline over 10 years | -45.79% | -83.94% | +38.15% |
Current DrawdownCurrent decline from peak | -1.83% | -2.66% | +0.83% |
Average DrawdownAverage peak-to-trough decline | -7.44% | -20.21% | +12.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.53% | 5.75% | -2.22% |
Volatility
AEWU.L vs. KLPEF - Volatility Comparison
The current volatility for AEW UK REIT plc (AEWU.L) is 5.14%, while Klépierre SA (KLPEF) has a volatility of 6.83%. This indicates that AEWU.L experiences smaller price fluctuations and is considered to be less risky than KLPEF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AEWU.L | KLPEF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.14% | 6.83% | -1.69% |
Volatility (6M)Calculated over the trailing 6-month period | 13.18% | 17.57% | -4.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.98% | 23.20% | -6.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.43% | 31.25% | -11.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.83% | 88.03% | -66.20% |
Dividends
AEWU.L vs. KLPEF - Dividend Comparison
AEWU.L's dividend yield for the trailing twelve months is around 7.48%, more than KLPEF's 5.41% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AEWU.L AEW UK REIT plc | 7.48% | 7.42% | 7.97% | 7.92% | 7.87% | 7.09% | 10.30% | 8.05% | 8.17% | 8.04% | 8.36% | 1.47% |
KLPEF Klépierre SA | 5.41% | 10.55% | 6.73% | 7.03% | 7.71% | 4.95% | 11.24% | 6.24% | 7.92% | 4.70% | 0.00% | 0.00% |
Financials
AEWU.L vs. KLPEF - Financials Comparison
This section allows you to compare key financial metrics between AEW UK REIT plc and Klépierre SA. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
AEWU.L and KLPEF have a correlation of 0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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