Q4 Performance Summary
SKRADD-IFC Index: The credit-focused interval fund index delivered a return of 3.1% over the three-month period ending December 31, 2023.
Investment-Grade Bond Market: The S&P U.S. Aggregate Bond Index significantly outperformed the SKRADD-IFC index with a 6.2% return for the quarter.
Leveraged Loan Market: The Morningstar LSTA U.S. Leveraged Loan 100 Index slightly outperformed the SKRADD-IFC Index with a 3.2% return for the quarter.
Credit-Focused Interval Funds on Altidar:
Highest Return: FS Credit Income Fund: 6.0% for the quarter.
Lowest Return: Alternative Credit Income Fund: 0.8% for the quarter.
Download Q4 Report
For a more in-depth analysis, download the full Q4 index update below. This report offers a historical perspective on the index's returns, credit benchmark comparisons, and recent performance data for the credit-focused interval funds featured on the Altidar platform: