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-30.96%-28.75%-29.42%
1-Year Performance-25.78%-22.64%-23.61%
3-Year Performance17.74%35.37%29.78%
5-Year Performance46.84%91.77%76.93%
Since Inception (31 Dec 2015)85.85%172.10%142.56%

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/Low230.02 / 185.85 334.60 / 272.10 298.87 / 242.56
Month High/Low225.29 / 185.85 328.05 / 272.10 292.92 / 242.56

Index Correlation and Volatility

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

Index Correlation
MSCI AC World Consumer Finance0.7268
Index Volatility
1-month Volatility30.02
1-year Volatility33.08

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 CORP-4.73%-11.10%-1.68%
MAIN STREET CAPITAL CORP-6.16%-14.42%-2.62%
OWL ROCK CAPITAL CORP-12.90%-15.07%-1.46%
FS KKR CAPITAL CORP-6.36%-3.01%-3.00%
ARES MANAGEMENT CORP-13.25%-17.60%-2.92%
BLACKSTONE INC-31.34%-33.09%-2.22%
BROOKFIELD ASSET MANAGEMENT INC CLASS A-21.21%-26.85%-3.84%
CARLYLE GROUP INC-43.06%-49.74%-4.36%
KKR & CO INC-30.35%-40.60%-2.70%
APOLLO GLOBAL MANAGEMENT INC-16.84%-30.13%-3.71%
Worst 5 Components1-YearYear-to-Date1-Day
ARES CAPITAL CORP-4.73%-11.10%-1.68%
MAIN STREET CAPITAL CORP-6.16%-14.42%-2.62%
OWL ROCK CAPITAL CORP-12.90%-15.07%-1.46%
FS KKR CAPITAL CORP-6.36%-3.01%-3.00%
ARES MANAGEMENT CORP-13.25%-17.60%-2.92%
BLACKSTONE INC-31.34%-33.09%-2.22%
BROOKFIELD ASSET MANAGEMENT INC CLASS A-21.21%-26.85%-3.84%
CARLYLE GROUP INC-43.06%-49.74%-4.36%
KKR & CO INC-30.35%-40.60%-2.70%
APOLLO GLOBAL MANAGEMENT INC-16.84%-30.13%-3.71%
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