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 indexes is displayed in real-time.

PeriodPriceTotal Return GrossTotal Return Net
Year-to-Date Performance15.13%15.18%15.16%
1-Year Performance-8.69%-4.38%-5.71%
3-Year Performance28.14%47.29%41.22%
5-Year Performance63.16%112.87%96.45%
Since Inception (31 Dec 2015)121.47%229.07%192.03%

Index Records

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

PeriodPriceTotal Return GrossTotal Return Net
All Time High/Low284.61 / 83.31 401.20 / 83.71 361.77 / 83.58
52-Weeks High/Low268.78 / 176.81 381.43 / 259.31 343.25 / 231.04
Quarter High/Low221.47 / 193.22 329.07 / 286.99 292.03 / 254.71
Month High/Low221.47 / 188.77 329.07 / 279.90 292.03 / 248.55

Index Correlation and Volatility

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

Index Correlation
MSCI AC World Consumer Finance0.8033
Index Volatility
1-month Volatility26.08
1-year Volatility36.12

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 CORP0.64%6.23%1.29%
MAIN STREET CAPITAL CORP-1.19%7.01%0.26%
OWL ROCK CAPITAL CORP1.28%13.07%0.77%
FS KKR CAPITAL CORP2.74%11.71%1.30%
ARES MANAGEMENT CORP17.12%18.66%3.58%
BLACKSTONE INC-11.90%26.45%5.57%
CARLYLE GROUP INC-21.39%18.30%2.32%
KKR & CO INC-13.33%19.17%3.27%
APOLLO GLOBAL MANAGEMENT INC13.80%10.41%4.19%
BROOKFIELD ASSET MANAGEMENT LTD - CLASS A0.00%11.61%1.23%
Worst 5 Components1-YearYear-to-Date1-Day
ARES CAPITAL CORP0.64%6.23%1.29%
MAIN STREET CAPITAL CORP-1.19%7.01%0.26%
OWL ROCK CAPITAL CORP1.28%13.07%0.77%
FS KKR CAPITAL CORP2.74%11.71%1.30%
ARES MANAGEMENT CORP17.12%18.66%3.58%
BLACKSTONE INC-11.90%26.45%5.57%
CARLYLE GROUP INC-21.39%18.30%2.32%
KKR & CO INC-13.33%19.17%3.27%
APOLLO GLOBAL MANAGEMENT INC13.80%10.41%4.19%
BROOKFIELD ASSET MANAGEMENT LTD - CLASS A0.00%11.61%1.23%
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