Credit Interval Fund Index - Q3 2025
- jackkearney54
- 3 hours ago
- 1 min read
Index Overview
The SK Research and Due Diligence, LLC Interval Fund Credit (SKRADD-IFC) Index tracks the performance of the twenty largest interval funds primarily investing in credit investments. The index constituents are weighed by fund net assets as measured during the fourth calendar quarter of the prior year. Index returns are calculated on a quarterly basis and rebalanced annually. For more information, the methodology documentation can be found here.
Index Performance
The Morningstar LSTA US Leveraged Loan 100 Index (LSTA 100) is a market value-weighted index designed to measure the performance of the one hundred largest facilities in the US leveraged loan market. The S&P U.S. Aggregate Bond Index (SPUSAGG) is designed to provide broad U.S. coverage of the investment-grade U.S. fixed income market by drawing its constituents from seven major fixed income asset classes.
Historical Returns
Constituent Returns
Three-month total return for SKRADD-IFC constituents as of quarter end.
Credit-Focused Interval Funds on ALTIDAR
Total returns for credit-focused interval funds with research coverage on ALTIDAR.
The table above lists the returns for credit-focused interval funds with research coverage on ALTIDAR. While some of these funds may be index constituents for certain periods, inclusion in this table does not necessarily indicate index membership. Certain of the returns may be impacted by fee and expense waivers, expense support and/or reimbursements made by the funds for prior amounts advanced.