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 | -14.61% | -12.44% | -13.10% |
| 1-Year Performance | -6.47% | -2.58% | -3.77% |
| 3-Year Performance | 59.69% | 84.22% | 76.45% |
| 5-Year Performance | 83.74% | 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.
| 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 | 284.61 / 185.30 | 401.20 / 268.22 | 361.77 / 239.94 |
| Quarter High/Low | 229.86 / 192.27 | 334.37 / 278.85 | 298.66 / 249.29 |
| Month High/Low | 229.86 / 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 Finance | 0.7063 |
| Index Volatility | |
| 1-month Volatility | 27.32 |
| 1-year Volatility | 32.29 |
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 | 11.11% | 1.75% | 0.93% |
| MAIN STREET CAPITAL CORP | 9.18% | 1.89% | 1.53% |
| OWL ROCK CAPITAL CORP | 2.36% | 1.19% | -0.29% |
| FS KKR CAPITAL CORP | 11.01% | 14.13% | 0.31% |
| ARES MANAGEMENT CORP | 7.70% | -5.85% | 0.24% |
| BLACKSTONE INC | 0.16% | -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 INC | 6.78% | -14.65% | 0.18% |
| Worst 5 Components | 1-Year | Year-to-Date | 1-Day |
| ARES CAPITAL CORP | 11.11% | 1.75% | 0.93% |
| MAIN STREET CAPITAL CORP | 9.18% | 1.89% | 1.53% |
| OWL ROCK CAPITAL CORP | 2.36% | 1.19% | -0.29% |
| FS KKR CAPITAL CORP | 11.01% | 14.13% | 0.31% |
| ARES MANAGEMENT CORP | 7.70% | -5.85% | 0.24% |
| BLACKSTONE INC | 0.16% | -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 INC | 6.78% | -14.65% | 0.18% |
