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 Performance-5.99%-5.99%-6.01%
1-Year Performance53.56%51.81%47.79%
3-Year Performance134.95%124.40%101.71%
5-Year Performance180.92%157.91%111.56%
Since Inception (31 Dec 2015)259.01%223.09%153.01%

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/Low401.20 / 83.71 361.77 / 83.58 284.61 / 83.31
52-Weeks High/Low401.20 / 230.30 361.77 / 209.64 284.61 / 168.63
Quarter High/Low381.56 / 344.15 343.38 / 309.72 268.91 / 242.54
Month High/Low385.42 / 344.15 346.97 / 309.72 271.93 / 242.54

Index Correlation and Volatility

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

Index Correlation
MSCI AC World Consumer Finance0.4744
Index Volatility
1-month Volatility26.97
1-year Volatility19.74

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 CORP34.17%2.03%-1.37%
MAIN STREET CAPITAL CORP39.82%-3.73%0.37%
OWL ROCK CAPITAL CORP21.29%2.47%0.83%
FS KKR CAPITAL CORP42.98%4.11%0.51%
ARES MANAGEMENT CORP65.42%-8.75%1.64%
BLACKSTONE INC92.26%-3.95%4.40%
BROOKFIELD ASSET MANAGEMENT INC CLASS A36.16%-11.92%1.72%
CARLYLE GROUP INC50.99%-11.66%3.30%
KKR & CO INC76.79%-8.47%3.32%
APOLLO GLOBAL MANAGEMENT INC46.98%-5.90%2.91%
Worst 5 Components1-YearYear-to-Date1-Day
ARES CAPITAL CORP34.17%2.03%-1.37%
MAIN STREET CAPITAL CORP39.82%-3.73%0.37%
OWL ROCK CAPITAL CORP21.29%2.47%0.83%
FS KKR CAPITAL CORP42.98%4.11%0.51%
ARES MANAGEMENT CORP65.42%-8.75%1.64%
BLACKSTONE INC92.26%-3.95%4.40%
BROOKFIELD ASSET MANAGEMENT INC CLASS A36.16%-11.92%1.72%
CARLYLE GROUP INC50.99%-11.66%3.30%
KKR & CO INC76.79%-8.47%3.32%
APOLLO GLOBAL MANAGEMENT INC46.98%-5.90%2.91%
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