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MERY.PA vs. KLPEF
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

MERY.PA vs. KLPEF

Last updated Jul 21, 2026
Documentation

MERY.PA (Mercialys SA) and KLPEF (Klépierre SA) are both stocks. Both operate in the REIT - Retail industry within the Real Estate sector. Over the past 10 years, MERY.PA returned 2.92%/yr vs 6.17%/yr for KLPEF. At a 0.09 correlation, their price movements are largely independent.

Performance

MERY.PA vs. KLPEF - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Mercialys SA (MERY.PA) and Klépierre SA (KLPEF). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

MERY.PA is traded in EUR, while KLPEF is traded in USD. To make them comparable, the KLPEF values have been converted to EUR using the latest available exchange rates.

Returns By Period

In the year-to-date period, MERY.PA achieves a 15.23% return, which is significantly higher than KLPEF's 13.89% return. Over the past 10 years, MERY.PA has underperformed KLPEF with an annualized return of 2.92%, while KLPEF has yielded a comparatively higher 6.17% annualized return.

MERY.PA

1D
0.17%
1M
0.34%
6M
19.56%
YTD
15.23%
1Y
16.49%
3Y*
22.34%
5Y*
12.10%
10Y*
2.92%
ALL TIME*
1.56%

KLPEF

1D
2.05%
1M
6.73%
6M
14.76%
YTD
13.89%
1Y
16.35%
3Y*
24.18%
5Y*
21.21%
10Y*
6.17%
ALL TIME*
4.01%
*Multi-year figures are annualized to reflect compound growth (CAGR)

MERY.PA vs. KLPEF - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
MERY.PA
Mercialys SA		15.23%19.33%11.50%13.82%26.64%23.51%-37.56%12.51%-29.62%1.71%
KLPEF
Klépierre SA		13.89%33.40%23.21%22.62%11.30%21.90%-40.28%37.82%-19.30%1.05%

Correlation

The correlation between MERY.PA and KLPEF is -0.03, 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

-0.03

Correlation (3Y)
Calculated over the trailing 3-year period

0.02

Correlation (5Y)
Calculated over the trailing 5-year period

0.24

Correlation (10Y)
Calculated over the trailing 10-year period

0.20

Correlation (All Time)
Calculated using the full available price history since Nov 6, 2007

0.09

The correlation between MERY.PA and KLPEF shifts across timeframes, from -0.03 (1 year) to 0.24 (5 years), reflecting how their relationship changes across market environments.

Compare stocks, funds, or ETFs

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Mercialys SA

Klépierre SA

Often compared with MERY.PA:
MERY.PA vs. LI.PA
Often compared with KLPEF:
KLPEF vs. ECMPA.ASKLPEF vs. INVR.LKLPEF vs. AEWU.L

Return for Risk

MERY.PA vs. KLPEF — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
MERY.PA
MERY.PA Risk / Return Rank: 7070
Overall Rank
MERY.PA Sharpe Ratio Rank: 7474
Sharpe Ratio Rank
MERY.PA Sortino Ratio Rank: 6868
Sortino Ratio Rank
MERY.PA Omega Ratio Rank: 6666
Omega Ratio Rank
MERY.PA Calmar Ratio Rank: 7373
Calmar Ratio Rank
MERY.PA Martin Ratio Rank: 6868
Martin Ratio Rank
KLPEF
KLPEF Risk / Return Rank: 6969
Overall Rank
KLPEF Sharpe Ratio Rank: 6767
Sharpe Ratio Rank
KLPEF Sortino Ratio Rank: 6262
Sortino Ratio Rank
KLPEF Omega Ratio Rank: 8181
Omega Ratio Rank
KLPEF Calmar Ratio Rank: 6767
Calmar Ratio Rank
KLPEF Martin Ratio Rank: 6868
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.

MERY.PA vs. KLPEF - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Mercialys SA (MERY.PA) 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

MERY.PAKLPEFDifference
Sharpe ratioReturn per unit of total volatility
0.89
0.72

+0.17

Sortino ratioReturn per unit of downside risk
1.36
1.19

+0.17

Omega ratioGain probability vs. loss probability

1.17

1.21

-0.04

Calmar ratioReturn relative to maximum drawdown

1.48

1.16

+0.31

Martin ratioReturn relative to average drawdown

2.54

2.62

-0.07

MERY.PA vs. KLPEF - Sharpe Ratio Comparison

The current MERY.PA Sharpe Ratio is 0.89, which is comparable to the KLPEF Sharpe Ratio of 0.72. The chart below compares the historical Sharpe Ratios of MERY.PA and KLPEF, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Drawdowns

MERY.PA vs. KLPEF - Drawdown Comparison

The maximum MERY.PA drawdown since its inception was -76.16%, smaller than the maximum KLPEF drawdown of -86.80%. Use the drawdown chart below to compare losses from any high point for MERY.PA and KLPEF.

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Drawdown Indicators

MERY.PAKLPEFDifference

Max Drawdown

Largest peak-to-trough decline

-76.16%

-86.80%

+10.64%

Max Drawdown (1Y)

Largest decline over 1 year

-11.04%

-14.12%

+3.08%

Max Drawdown (3Y)

Largest decline over 3 years

-20.35%

-14.54%

-5.81%

Max Drawdown (5Y)

Largest decline over 5 years

-26.80%

-27.98%

+1.18%

Max Drawdown (10Y)

Largest decline over 10 years

-74.90%

-85.14%

+10.24%

Current Drawdown

Current decline from peak

-2.50%

0.00%

-2.50%

Average Drawdown

Average peak-to-trough decline

-25.60%

-26.00%

+0.40%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.42%

6.26%

+0.16%

Volatility

MERY.PA vs. KLPEF - Volatility Comparison

Mercialys SA (MERY.PA) has a higher volatility of 4.84% compared to Klépierre SA (KLPEF) at 4.33%. This indicates that MERY.PA's price experiences larger fluctuations and is considered to be riskier 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

MERY.PAKLPEFDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.84%

4.33%

+0.51%

Volatility (6M)

Calculated over the trailing 6-month period

14.16%

18.49%

-4.33%

Volatility (1Y)

Calculated over the trailing 1-year period

18.36%

22.85%

-4.49%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

24.51%

30.76%

-6.25%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

28.59%

89.25%

-60.66%

Dividends

MERY.PA vs. KLPEF - Dividend Comparison

MERY.PA's dividend yield for the trailing twelve months is around 8.55%, while KLPEF has not paid dividends to shareholders.

PositionTTM20252024202320222021202020192018201720162015
KLPEF
Klépierre SA		0.00%10.55%6.73%7.03%7.71%4.95%11.24%6.24%7.92%4.70%0.00%0.00%
MERY.PA
Mercialys SA		8.55%9.06%9.79%9.65%9.42%5.02%6.65%8.84%9.86%5.64%5.19%8.80%

Financials

MERY.PA vs. KLPEF - Financials Comparison

This section allows you to compare key financial metrics between Mercialys SA 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

Values in EUR except per share items

Frequently Asked Questions

MERY.PA and KLPEF have a correlation of -0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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