BlueStar Top 10 US Listed Alternative Asset Managers Index

The BlueStar Top 10 US listed Alternative Asset Managers Index (BUALT) tracks the performance of the 10 largest and most liquid US exchange-listed companies in the Alternative Asset Managers Industry. This is a modified market cap-weighted index, and only includes companies that generate at least 75% of their revenue or operating assets from the management of or investment in alternative assets, such as privately-held companies (private equity or venture capital) or real estate/infrastructure assets.

Index Performance

Index performance of price, total return net and total return gross indices is displayed in realtime.

PeriodTotal Return GrossTotal Return NetPrice
Year-to-Date Performance55.80%54.38%51.11%
1-Year Performance79.38%77.11%71.94%
3-Year Performance132.28%121.18%97.45%
5-Year Performance229.91%202.18%146.51%
Since Inception (31 Dec 2015)263.33%227.81%158.24%

Index Records

Index highs and lows of price, total return net and total return gross indices are displayed in realtime.

PeriodTotal Return GrossTotal Return NetPrice
All Time High/Low363.33 / 83.71 327.81 / 83.58 258.24 / 83.31
52-Weeks High/Low363.33 / 186.70 327.81 / 170.57 258.24 / 138.34
Quarter High/Low363.33 / 334.99 327.81 / 302.24 258.24 / 238.09
Month High/Low363.33 / 334.99 327.81 / 302.24 258.24 / 238.09

Index Correlation and Volatility

Index correlation to selected index peers and index volatility are updated daily.

Index Correlation
MSCI AC World Consumer Finance0.5138
Index Volatility
1-month Volatility25.31
1-year Volatility18.15

Component Performance

Displayed are the best and worst index components over a selected period of time. Data is updated daily.

Best 5 Components1-YearYear-to-Date1-Day
ARES CAPITAL CORP63.48%32.36%-0.10%
MAIN STREET CAPITAL CORP53.41%40.78%1.08%
OWL ROCK CAPITAL CORP33.14%21.24%-0.28%
FS KKR CAPITAL CORP63.15%50.45%0.31%
APOLLO GLOBAL MANAGEMENT INC75.78%43.57%1.31%
ARES MANAGEMENT CORP76.70%66.41%-0.23%
BLACKSTONE INC130.65%96.61%0.63%
BROOKFIELD ASSET MANAGEMENT INC CLASS A76.75%44.08%-0.29%
CARLYLE GROUP INC92.48%67.94%0.84%
KKR & CO INC83.78%67.07%1.39%
Worst 5 Components1-YearYear-to-Date1-Day
ARES CAPITAL CORP63.48%32.36%-0.10%
MAIN STREET CAPITAL CORP53.41%40.78%1.08%
OWL ROCK CAPITAL CORP33.14%21.24%-0.28%
FS KKR CAPITAL CORP63.15%50.45%0.31%
APOLLO GLOBAL MANAGEMENT INC75.78%43.57%1.31%
ARES MANAGEMENT CORP76.70%66.41%-0.23%
BLACKSTONE INC130.65%96.61%0.63%
BROOKFIELD ASSET MANAGEMENT INC CLASS A76.75%44.08%-0.29%
CARLYLE GROUP INC92.48%67.94%0.84%
KKR & CO INC83.78%67.07%1.39%
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