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.
| Period | Price | Total Return Gross | Total Return Net |
| Year-to-Date Performance | 15.13% | 15.18% | 15.16% |
| 1-Year Performance | -8.69% | -4.38% | -5.71% |
| 3-Year Performance | 28.14% | 47.29% | 41.22% |
| 5-Year Performance | 63.16% | 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.
| Period | Price | Total Return Gross | Total Return Net |
| All Time High/Low | 284.61 / 83.31 | 401.20 / 83.71 | 361.77 / 83.58 |
| 52-Weeks High/Low | 268.78 / 176.81 | 381.43 / 259.31 | 343.25 / 231.04 |
| Quarter High/Low | 221.47 / 193.22 | 329.07 / 286.99 | 292.03 / 254.71 |
| Month High/Low | 221.47 / 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 Finance | 0.8033 |
| Index Volatility | |
| 1-month Volatility | 26.08 |
| 1-year Volatility | 36.12 |
Component Performance
Displayed are the best and worst index components over a selected period of time. Data is updated daily.
| Best 5 Components | 1-Year | Year-to-Date | 1-Day |
| ARES CAPITAL CORP | 0.64% | 6.23% | 1.29% |
| MAIN STREET CAPITAL CORP | -1.19% | 7.01% | 0.26% |
| OWL ROCK CAPITAL CORP | 1.28% | 13.07% | 0.77% |
| FS KKR CAPITAL CORP | 2.74% | 11.71% | 1.30% |
| ARES MANAGEMENT CORP | 17.12% | 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 INC | 13.80% | 10.41% | 4.19% |
| BROOKFIELD ASSET MANAGEMENT LTD - CLASS A | 0.00% | 11.61% | 1.23% |
| Worst 5 Components | 1-Year | Year-to-Date | 1-Day |
| ARES CAPITAL CORP | 0.64% | 6.23% | 1.29% |
| MAIN STREET CAPITAL CORP | -1.19% | 7.01% | 0.26% |
| OWL ROCK CAPITAL CORP | 1.28% | 13.07% | 0.77% |
| FS KKR CAPITAL CORP | 2.74% | 11.71% | 1.30% |
| ARES MANAGEMENT CORP | 17.12% | 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 INC | 13.80% | 10.41% | 4.19% |
| BROOKFIELD ASSET MANAGEMENT LTD - CLASS A | 0.00% | 11.61% | 1.23% |
