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  2. INTERACTIVE
November 16, 2020 01:02 PM

By the Numbers

Aaron M. Cunningham
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    Private fund closures ($1 billion+)
    Total private funds closed, by type
     
    Managers ranked by funds closed, 2018-2020
    RankManagerFunds closedTotal assets (millions)
    1Blackstone Group10$83,700
    2Carlyle Group5$35,150
    3Thoma Bravo4$35,400
    4HarbourVest Partners4$15,410
    5Ares Mgmt.4$14,140
    6BlackRock4$11,260
    7Advent International3$21,500
    8EQT Partners3$13,920
    9Clearlake Capital3$12,000
    10CVC Capital Partners3$11,300
    11KKR3$10,300
    12Francisco Partners3$9,700
    13Providence Equity3$9,300
    14Audax Group3$7,400
    15Summit Partners3$7,100
    16Angelo Gordon3$6,050
    17H.I.G. Capital3$5,500
    Monthly corporate funding ratio
    Trailing 12-month returns by asset class
    MarchAprilMayJuneJulyAugustSeptemberOctober
    BB U.S. Agg 8.9%BB U.S. Agg 10.8%S&P 500 12.8%BB U.S. Agg 8.7%S&P 500 12.0%S&P 500 21.9%S&P 500 15.1%S&P 500 9.7%
    Cash 2.3%Global ex-U.S. fixed income 2.6%BB U.S. Agg 9.4%S&P 500 7.5%BB U.S. Agg 10.1%MSCI EM 16.5%MSCI EM 10.4%BB U.S. Agg. 6.2%
    Global ex-U.S. fixed income 0.7%Cash 2.1%MSCI EM 5.4%MSCI EM 2.1%MSCI EM 7.2%MSCI ACWI ex-U.S. 8.3%BB U.S. Agg 7.0%Global ex-U.S. fixed income 5.0%
    High Yield -6.9%S&P 500 1.8%Global ex-U.S. fixed income 2.7%Cash 1.7%Global ex-U.S. fixed income 5.9%BB U.S. Agg 6.5%Global ex-U.S. fixed income 5.5%MSCI EM 4.9%
    S&P 500 -7.0%MSCI EM -4.3%Cash 1.9%Global ex-U.S. fixed income 0.7%High Yield 4.1%Russell 2000 6.0%High Yield 3.3%High Yield 3.5%
    MSCI EM -11.3%High Yield -4.5%High Yield 1.38%High Yield 0.0%Cash 1.5%High Yield 4.7%MSCI ACWI ex-U.S. 3.0%Cash 0.9%
    MSCI ACWI ex-U.S. -15.6%MSCI ACWI ex-U.S. -11.2%MSCI ACWI ex-U.S. -3.4%MSCI ACWI ex-U.S. -4.8%MSCI ACWI ex-U.S. 0.7%Global ex-U.S. fixed income 4.6%Cash 1.1%Russell 2000 -0.1%
    Real Estate -23.0%Russell 2000 -13.2%Russell 2000 -3.4%Russell 2000 -6.6%Russell 2000 -4.6%Cash 1.3%Russell 2000 0.4%MSCI ACWI ex-U.S. -2.6%
    Russell 2000 -24.0%Real Estate -16.4%Real Estate -16.1%Real Estate -15.5%Real Estate -13.2%Real Estate -12.0%Real Estate -16.6%Real Estate -21.5%
    Investor sentiment as measured using Shiller evaluation tools
    S&P CoreLogic Case-Shiller 20-City Composite Home Price NSA index
    U.S. equities cyclically adjusted price-to-earnings ratio
    U.S. one-year stock market confidence index
    Sources: P&I Research Center; NISA Investment Advisors; Bloomberg LP; Yale University
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