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 Performance-14.61%-12.44%-13.10%
1-Year Performance-6.47%-2.58%-3.77%
3-Year Performance59.69%84.22%76.45%
5-Year Performance83.74%141.09%122.13%
Since Inception (31 Dec 2015)129.86%234.37%198.66%

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/Low284.61 / 185.30 401.20 / 268.22 361.77 / 239.94
Quarter High/Low229.86 / 192.27 334.37 / 278.85 298.66 / 249.29
Month High/Low229.86 / 192.27 334.37 / 278.85 298.66 / 249.29

Index Correlation and Volatility

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

Index Correlation
MSCI AC World Consumer Finance0.7063
Index Volatility
1-month Volatility27.32
1-year Volatility32.29

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 CORP11.11%1.75%0.93%
MAIN STREET CAPITAL CORP9.18%1.89%1.53%
OWL ROCK CAPITAL CORP2.36%1.19%-0.29%
FS KKR CAPITAL CORP11.01%14.13%0.31%
ARES MANAGEMENT CORP7.70%-5.85%0.24%
BLACKSTONE INC0.16%-12.82%2.62%
BROOKFIELD ASSET MANAGEMENT INC CLASS A-4.06%-10.55%0.30%
CARLYLE GROUP INC-25.85%-34.35%2.47%
KKR & CO INC-12.52%-22.70%1.09%
APOLLO GLOBAL MANAGEMENT INC6.78%-14.65%0.18%
Worst 5 Components1-YearYear-to-Date1-Day
ARES CAPITAL CORP11.11%1.75%0.93%
MAIN STREET CAPITAL CORP9.18%1.89%1.53%
OWL ROCK CAPITAL CORP2.36%1.19%-0.29%
FS KKR CAPITAL CORP11.01%14.13%0.31%
ARES MANAGEMENT CORP7.70%-5.85%0.24%
BLACKSTONE INC0.16%-12.82%2.62%
BROOKFIELD ASSET MANAGEMENT INC CLASS A-4.06%-10.55%0.30%
CARLYLE GROUP INC-25.85%-34.35%2.47%
KKR & CO INC-12.52%-22.70%1.09%
APOLLO GLOBAL MANAGEMENT INC6.78%-14.65%0.18%
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