AEWU.L vs. KLPEF

Last updated Apr 2, 2026

Compare and contrast key facts about AEW UK REIT plc (AEWU.L) and Klépierre SA (KLPEF).

Performance

AEWU.L vs. KLPEF - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in AEW UK REIT plc (AEWU.L) and Klépierre SA (KLPEF). The values are adjusted to include any dividend payments, if applicable.

AEWU.L vs. KLPEF - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
AEWU.L AEW UK REIT plc	-4.74%	15.92%	8.33%	7.76%	-3.22%	57.76%	-13.12%	20.73%	-2.73%	12.50%
KLPEF Klépierre SA	-7.46%	40.58%	17.60%	20.09%	17.27%	14.49%	-36.83%	28.88%	-17.87%	5.24%

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.

Fundamentals

Market Cap AEWU.L : £159.69M KLPEF : $11.50B
EPS AEWU.L : £0.20 KLPEF : $8.37
PE Ratio AEWU.L : 5.16 KLPEF : 4.25
PEG Ratio AEWU.L : 0.03 KLPEF : 0.04
PS Ratio AEWU.L : 3.45 KLPEF : 3.38
PB Ratio AEWU.L : 0.92 KLPEF : 1.23
Total Revenue (TTM) AEWU.L : £46.31M KLPEF : $3.21B
Gross Profit (TTM) AEWU.L : £25.98M KLPEF : $2.34B
EBITDA (TTM) AEWU.L : £6.96M KLPEF : $1.74B

Returns By Period

In the year-to-date period, AEWU.L achieves a -4.74% return, which is significantly higher than KLPEF's -7.46% return. Over the past 10 years, AEWU.L has outperformed KLPEF with an annualized return of 9.22%, while KLPEF has yielded a comparatively lower 5.57% annualized return.

AEWU.L

• 1D: 1.82%
• 1M: -8.03%
• YTD: -4.74%
• 6M: -4.54%
• 1Y: 7.41%
• 3Y*: 11.73%
• 5Y*: 12.47%
• 10Y*: 9.22%

KLPEF

• 1D: -0.23%
• 1M: -11.01%
• YTD: -7.46%
• 6M: -5.24%
• 1Y: 9.78%
• 3Y*: 22.58%
• 5Y*: 18.47%
• 10Y*: 5.57%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

AEWU.L vs. KLPEF — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AEWU.L

AEWU.L Risk / Return Rank: 54
AEWU.L Sharpe Ratio Rank: 57
AEWU.L Sortino Ratio Rank: 47
AEWU.L Omega Ratio Rank: 45
AEWU.L Calmar Ratio Rank: 58
AEWU.L Martin Ratio Rank: 65

KLPEF

KLPEF Risk / Return Rank: 60
KLPEF Sharpe Ratio Rank: 60
KLPEF Sortino Ratio Rank: 52
KLPEF Omega Ratio Rank: 68
KLPEF Calmar Ratio Rank: 59
KLPEF Martin Ratio Rank: 61

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

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 ratio Return per unit of total volatility	0.44	0.41	+0.03
Sortino ratio Return per unit of downside risk	0.74	0.75	-0.01
Omega ratio Gain probability vs. loss probability	1.09	1.12	-0.03
Calmar ratio Return relative to maximum drawdown	0.78	0.72	+0.06
Martin ratio Return relative to average drawdown	2.77	1.75	+1.02
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

AEWU.L vs. KLPEF - Sharpe Ratio Comparison

The current AEWU.L Sharpe Ratio is 0.44, which is comparable to the KLPEF Sharpe Ratio of 0.41. The chart below compares the historical Sharpe Ratios of AEWU.L and KLPEF, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	AEWU.L	KLPEF	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.44	0.41	+0.03
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.64	0.58	+0.06
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.42	0.06	+0.36
Sharpe Ratio (All Time) Calculated using the full available price history	0.40	0.06	+0.34

Correlation

The correlation between AEWU.L and KLPEF is 0.10, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

AEWU.L vs. KLPEF - Dividend Comparison

AEWU.L's dividend yield for the trailing twelve months is around 7.94%, more than KLPEF's 6.09% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AEWU.L AEW UK REIT plc	7.94%	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	6.09%	10.55%	6.73%	7.03%	7.71%	4.95%	11.24%	6.24%	7.92%	4.70%	0.00%	0.00%

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.

Drawdown Indicators

	AEWU.L	KLPEF	Difference
Max Drawdown Largest peak-to-trough decline	-45.79%	-86.80%	+41.01%
Max Drawdown (1Y) Largest decline over 1 year	-10.65%	-14.34%	+3.69%
Max Drawdown (5Y) Largest decline over 5 years	-31.26%	-39.36%	+8.10%
Max Drawdown (10Y) Largest decline over 10 years	-45.79%	-85.45%	+39.66%
Current Drawdown Current decline from peak	-9.03%	-14.34%	+5.31%
Average Drawdown Average peak-to-trough decline	-7.51%	-25.23%	+17.72%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.99%	5.70%	-2.71%

Volatility

AEWU.L vs. KLPEF - Volatility Comparison

The current volatility for AEW UK REIT plc (AEWU.L) is 5.43%, while Klépierre SA (KLPEF) has a volatility of 9.44%. 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.

Volatility by Period

	AEWU.L	KLPEF	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.43%	9.44%	-4.01%
Volatility (6M) Calculated over the trailing 6-month period	11.47%	14.15%	-2.68%
Volatility (1Y) Calculated over the trailing 1-year period	16.71%	24.08%	-7.37%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	19.44%	31.79%	-12.35%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	21.66%	87.96%	-66.30%

Financials