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

Performance

KLPEF vs. AEWU.L - Performance Comparison

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

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KLPEF vs. AEWU.L - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
KLPEF
Klépierre SA
-8.96%51.37%15.58%26.41%4.81%13.42%-34.92%35.16%-23.14%15.21%
AEWU.L
AEW UK REIT plc
-7.99%24.67%6.52%13.44%-13.57%56.33%-10.46%25.57%-8.24%23.20%
Different Trading Currencies

KLPEF is traded in USD, while AEWU.L is traded in GBp. To make them comparable, the AEWU.L values have been converted to USD using the latest available exchange rates.

Fundamentals

Market Cap

KLPEF:

$11.50B

AEWU.L:

£156.84M

EPS

KLPEF:

$8.37

AEWU.L:

£0.20

PE Ratio

KLPEF:

4.25

AEWU.L:

5.07

PEG Ratio

KLPEF:

0.04

AEWU.L:

0.03

PS Ratio

KLPEF:

3.38

AEWU.L:

3.39

PB Ratio

KLPEF:

1.23

AEWU.L:

0.91

Total Revenue (TTM)

KLPEF:

$3.21B

AEWU.L:

£46.31M

Gross Profit (TTM)

KLPEF:

$2.34B

AEWU.L:

£25.98M

EBITDA (TTM)

KLPEF:

$1.74B

AEWU.L:

£6.96M

Returns By Period

In the year-to-date period, KLPEF achieves a -8.96% return, which is significantly lower than AEWU.L's -7.99% return. Over the past 10 years, KLPEF has underperformed AEWU.L with an annualized return of 4.83%, while AEWU.L has yielded a comparatively higher 8.24% annualized return.


KLPEF

1D
0.00%
1M
-12.00%
YTD
-8.96%
6M
-6.82%
1Y
12.61%
3Y*
25.55%
5Y*
17.47%
10Y*
4.83%

AEWU.L

1D
0.15%
1M
-11.97%
YTD
-7.99%
6M
-7.22%
1Y
7.86%
3Y*
13.71%
5Y*
11.08%
10Y*
8.24%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Klépierre SA

AEW UK REIT plc

Return for Risk

KLPEF vs. AEWU.L — Risk / Return Rank

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

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

AEWU.L
AEWU.L Risk / Return Rank: 5151
Overall Rank
AEWU.L Sharpe Ratio Rank: 5454
Sharpe Ratio Rank
AEWU.L Sortino Ratio Rank: 4444
Sortino Ratio Rank
AEWU.L Omega Ratio Rank: 4343
Omega Ratio Rank
AEWU.L Calmar Ratio Rank: 5454
Calmar Ratio Rank
AEWU.L Martin Ratio Rank: 6060
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.

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

This table presents a comparison of risk-adjusted performance metrics for Klépierre SA (KLPEF) and AEW UK REIT plc (AEWU.L). 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.


KLPEFAEWU.LDifference

Sharpe ratio

Return per unit of total volatility

0.55

0.42

+0.13

Sortino ratio

Return per unit of downside risk

0.93

0.72

+0.21

Omega ratio

Gain probability vs. loss probability

1.21

1.09

+0.12

Calmar ratio

Return relative to maximum drawdown

0.88

0.59

+0.29

Martin ratio

Return relative to average drawdown

2.24

2.00

+0.24

KLPEF vs. AEWU.L - Sharpe Ratio Comparison

The current KLPEF Sharpe Ratio is 0.55, which is higher than the AEWU.L Sharpe Ratio of 0.42. The chart below compares the historical Sharpe Ratios of KLPEF and AEWU.L, 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


KLPEFAEWU.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.55

0.42

+0.13

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.54

0.50

+0.04

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.06

0.33

-0.28

Sharpe Ratio (All Time)

Calculated using the full available price history

0.02

0.27

-0.25

Correlation

The correlation between KLPEF and AEWU.L is 0.16, 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

KLPEF vs. AEWU.L - Dividend Comparison

KLPEF's dividend yield for the trailing twelve months is around 6.09%, less than AEWU.L's 8.08% yield.


TTM20252024202320222021202020192018201720162015
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%
AEWU.L
AEW UK REIT plc
8.08%7.42%7.97%7.92%7.87%7.09%10.30%8.05%8.17%8.04%8.36%1.47%

Drawdowns

KLPEF vs. AEWU.L - Drawdown Comparison

The maximum KLPEF drawdown since its inception was -86.80%, which is greater than AEWU.L's maximum drawdown of -51.84%. Use the drawdown chart below to compare losses from any high point for KLPEF and AEWU.L.


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Drawdown Indicators


KLPEFAEWU.LDifference

Max Drawdown

Largest peak-to-trough decline

-86.80%

-45.79%

-41.01%

Max Drawdown (1Y)

Largest decline over 1 year

-14.34%

-10.65%

-3.69%

Max Drawdown (5Y)

Largest decline over 5 years

-39.36%

-31.26%

-8.10%

Max Drawdown (10Y)

Largest decline over 10 years

-85.45%

-45.79%

-39.66%

Current Drawdown

Current decline from peak

-14.34%

-10.65%

-3.69%

Average Drawdown

Average peak-to-trough decline

-25.23%

-7.51%

-17.72%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.63%

2.97%

+2.66%

Volatility

KLPEF vs. AEWU.L - Volatility Comparison

Klépierre SA (KLPEF) has a higher volatility of 9.53% compared to AEW UK REIT plc (AEWU.L) at 5.39%. This indicates that KLPEF's price experiences larger fluctuations and is considered to be riskier than AEWU.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


KLPEFAEWU.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.53%

5.39%

+4.14%

Volatility (6M)

Calculated over the trailing 6-month period

13.12%

12.34%

+0.78%

Volatility (1Y)

Calculated over the trailing 1-year period

22.93%

18.58%

+4.35%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

32.41%

22.04%

+10.37%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

87.24%

24.61%

+62.63%

Financials

KLPEF vs. AEWU.L - Financials Comparison

This section allows you to compare key financial metrics between Klépierre SA and AEW UK REIT plc. 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


0.00200.00M400.00M600.00M800.00M20212022202320242025
839.09M
10.54M
(KLPEF) Total Revenue
(AEWU.L) Total Revenue
Please note, different currencies. KLPEF values in USD, AEWU.L values in GBp