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INVR.L vs. KLPEF
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

INVR.L vs. KLPEF

Last updated Apr 1, 2026

Compare and contrast key facts about Investec PLC (INVR.L) and Klépierre SA (KLPEF).

Performance

INVR.L vs. KLPEF - Performance Comparison

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

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INVR.L vs. KLPEF - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
INVR.L
Investec PLC		2.71%21.46%19.89%7.29%12.82%40.58%-23.47%-4.33%-0.92%8.15%
KLPEF
Klépierre SA		-7.25%40.58%17.60%20.09%17.27%14.49%-36.83%28.88%-17.87%5.24%
Different Trading Currencies

INVR.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

INVR.L:

£5.65B

KLPEF:

$11.50B

EPS

INVR.L:

£1.29

KLPEF:

$8.37

PE Ratio

INVR.L:

5.15

KLPEF:

4.25

PEG Ratio

INVR.L:

0.16

KLPEF:

0.04

PS Ratio

INVR.L:

0.98

KLPEF:

3.38

PB Ratio

INVR.L:

1.09

KLPEF:

1.23

Total Revenue (TTM)

INVR.L:

£5.78B

KLPEF:

$3.21B

Gross Profit (TTM)

INVR.L:

£3.45B

KLPEF:

$2.34B

EBITDA (TTM)

INVR.L:

£1.62B

KLPEF:

$1.74B

Returns By Period

In the year-to-date period, INVR.L achieves a 2.71% return, which is significantly higher than KLPEF's -7.23% return. Over the past 10 years, INVR.L has outperformed KLPEF with an annualized return of 7.98%, while KLPEF has yielded a comparatively lower 5.60% annualized return.

INVR.L

1D
0.00%
1M
-0.75%
YTD
2.71%
6M
8.64%
1Y
18.11%
3Y*
21.51%
5Y*
20.81%
10Y*
7.98%

KLPEF

1D
-0.29%
1M
-10.27%
YTD
-7.23%
6M
-5.22%
1Y
10.02%
3Y*
22.68%
5Y*
18.53%
10Y*
5.60%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Investec PLC

Klépierre SA

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INVR.L vs. ECMPA.AS
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KLPEF vs. ECMPA.ASKLPEF vs. AEWU.LKLPEF vs. MERY.PA

Return for Risk

INVR.L vs. KLPEF — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
INVR.L
INVR.L Risk / Return Rank: 9595
Overall Rank
INVR.L Sharpe Ratio Rank: 9595
Sharpe Ratio Rank
INVR.L Sortino Ratio Rank: 9999
Sortino Ratio Rank
INVR.L Omega Ratio Rank: 9999
Omega Ratio Rank
INVR.L Calmar Ratio Rank: 9494
Calmar Ratio Rank
INVR.L Martin Ratio Rank: 8989
Martin Ratio Rank
KLPEF
KLPEF Risk / Return Rank: 6161
Overall Rank
KLPEF Sharpe Ratio Rank: 6161
Sharpe Ratio Rank
KLPEF Sortino Ratio Rank: 5353
Sortino Ratio Rank
KLPEF Omega Ratio Rank: 6868
Omega Ratio Rank
KLPEF Calmar Ratio Rank: 6161
Calmar Ratio Rank
KLPEF Martin Ratio Rank: 6262
Martin Ratio Rank
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.

INVR.L vs. KLPEF - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Investec PLC (INVR.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.

INVR.LKLPEFDifference

Sharpe ratio

Return per unit of total volatility

2.66

0.42

+2.24

Sortino ratio

Return per unit of downside risk

6.02

0.76

+5.25

Omega ratio

Gain probability vs. loss probability

2.91

1.12

+1.79

Calmar ratio

Return relative to maximum drawdown

5.25

0.75

+4.51

Martin ratio

Return relative to average drawdown

10.08

1.83

+8.25

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

INVR.L vs. KLPEF - Sharpe Ratio Comparison

The current INVR.L Sharpe Ratio is 2.66, which is higher than the KLPEF Sharpe Ratio of 0.42. The chart below compares the historical Sharpe Ratios of INVR.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.

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Sharpe Ratios by Period

INVR.LKLPEFDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.66

0.42

+2.24

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

2.45

0.59

+1.86

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.82

0.06

+0.76

Sharpe Ratio (All Time)

Calculated using the full available price history

0.18

0.06

+0.12

Correlation

The correlation between INVR.L and KLPEF is -0.01. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.

Dividends

INVR.L vs. KLPEF - Dividend Comparison

INVR.L's dividend yield for the trailing twelve months is around 8.26%, more than KLPEF's 6.09% yield.

TTM20252024202320222021202020192018201720162015
INVR.L
Investec PLC		8.26%8.49%10.78%9.43%3.25%2.19%3.80%3.52%2.83%2.24%2.78%2.83%
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

INVR.L vs. KLPEF - Drawdown Comparison

The maximum INVR.L drawdown since its inception was -78.07%, smaller than the maximum KLPEF drawdown of -83.94%. Use the drawdown chart below to compare losses from any high point for INVR.L and KLPEF.

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Drawdown Indicators

INVR.LKLPEFDifference

Max Drawdown

Largest peak-to-trough decline

-78.07%

-86.80%

+8.73%

Max Drawdown (1Y)

Largest decline over 1 year

-3.45%

-14.34%

+10.89%

Max Drawdown (5Y)

Largest decline over 5 years

-18.87%

-39.36%

+20.49%

Max Drawdown (10Y)

Largest decline over 10 years

-37.82%

-85.45%

+47.63%

Current Drawdown

Current decline from peak

-1.12%

-14.34%

+13.22%

Average Drawdown

Average peak-to-trough decline

-14.02%

-25.23%

+11.21%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.80%

5.63%

-3.83%

Volatility

INVR.L vs. KLPEF - Volatility Comparison

The current volatility for Investec PLC (INVR.L) is 0.52%, while Klépierre SA (KLPEF) has a volatility of 9.48%. This indicates that INVR.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

INVR.LKLPEFDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.52%

9.48%

-8.96%

Volatility (6M)

Calculated over the trailing 6-month period

4.42%

14.15%

-9.73%

Volatility (1Y)

Calculated over the trailing 1-year period

6.79%

24.08%

-17.29%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

8.51%

31.82%

-23.31%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

9.76%

87.97%

-78.21%

Financials

INVR.L vs. KLPEF - Financials Comparison

This section allows you to compare key financial metrics between Investec 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.

Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities

500.00M1.00B1.50B2.00B2.50BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
2.33B
839.09M
(INVR.L) Total Revenue
(KLPEF) Total Revenue
Please note, different currencies. INVR.L values in GBp, KLPEF values in USD