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As of June 2026 · 40 months

Performance of semi-liquid private markets funds

Four equal-weighted indices from the net asset values of the funds in this database: 80 funds carry the series, 120 are covered in the four classes, 140 in the database overall. No provider claims, no hand-picked showcase funds: the figures are computed from the published values of every fund in a class with a documented series.

In brief

  • On a common base (March 2023 = 100, “Comparison” tab): private equity 147.2, private credit 124.8, infrastructure 120.3, real estate 92.0.
  • Over each full series that is 11.1% p.a. for private equity, 6.8% for private credit, 5.6% for infrastructure and -0.3% for real estate.
  • The median fund sits below the average almost everywhere — in private equity 7.8% against 11.1% p.a. A few strong funds pull the mean up.
  • Real estate is the only class below its starting value: index 98.77 with 26 negative months out of 56.
  • One shared setback: April 2025 is the weakest month of the entire series for private equity, private credit and infrastructure.
Performance

What semi-liquid funds have delivered so far

Equal-weighted total-return indices per segment, computed from the net asset values of the funds in this database — in euros, net of the ongoing costs of the respective share class.

Private equity

151.0base 100 = August 2022 · 11.1% p.a.

Private credit

125.9base 100 = January 2023 · 6.8% p.a.

Infrastructure

120.0base 100 = March 2023 · 5.6% p.a.

Real estate

98.8base 100 = November 2021 · -0.3% p.a.
The series one by one

All four series side by side

The chart shows one class at a time. This table puts the four end values side by side — each over its full series, on its own base.

Asset classIndexCumulative p.a.Median fund p.a. Funds in indexSeries since
Private equity 150.99 51.0% 11.1% 7.8% 33 of 48 August 2022
Private credit 125.93 25.9% 6.8% 6.6% 22 of 36 January 2023
Infrastructure 120.05 20.0% 5.6% 3.8% 20 of 28 March 2023
Real estate 98.77 -1.2% -0.3% 1.7% 5 of 8 November 2021

Index = equal-weighted average, base 100 in the stated first month. “Median fund p.a.” is the middle fund of the class, not the average — where it is lower, the mean rests on a few strong funds. “Funds in index” states how many funds of the class have a documented NAV series at the current end; the rest are covered but do not provide a usable series.

Volatility

How calm the series really are

Net asset values move less often than market prices. The figures below show how often they still went down — and how thinly the early months were populated.

Private equity

Months in the red
9 of 47
Largest drawdown
-3.3%to April 2025
Best month
+2.95%September 2023
Weakest month
-2.27%April 2025
Funds in index: 3 → 33

Private credit

Months in the red
9 of 42
Largest drawdown
-2.4%to April 2025
Best month
+2.12%September 2023
Weakest month
-1.36%April 2025
Funds in index: 4 → 22

Infrastructure

Months in the red
9 of 40
Largest drawdown
-1.6%to April 2025
Best month
+2.03%November 2024
Weakest month
-1.30%April 2025
Funds in index: 3 → 20

Real estate

Months in the red
26 of 56
Largest drawdown
-11.2%to June 2026
Best month
+2.71%March 2022
Weakest month
-2.56%March 2026
Funds in index: 3 → 5

The bar strip shows how many funds carry the index in each month. The further left, the thinner the coverage — early months rest on a handful of funds and should be read with care. For real estate the largest drawdown falls on the last month of the series: this class has not yet passed its low. Multi-asset funds are left out — no robust series exists for them yet.

Methodology

How it is calculated — and what the figures cannot do

So it is clear what stands here: the calculation rule in four sentences and the four limits every NAV-based series has.

Equal-weighted, not by volume

Every fund in a class counts the same. A large fund does not move the index more than a small one — the index describes the typical fund, not the invested capital.

From NAV, not from provider claims

The basis is the published net asset value per share class. Monthly returns are computed from it and chained into the index. Performance figures reported by providers do not enter.

Valuations are smoothed

Unlisted assets are valued at intervals, not traded continuously. A calm path is therefore first of all a property of the valuation — not proof of low risk.

Coverage grows over time

The market is young: private equity starts with 3 funds and carries 33 today. Early months are thinly populated, and funds without a documented series are missing entirely. The series end in June 2026 because too few funds have reported since.

No investment advice, no recommendation and no investable index. Past performance says nothing about future results. Full index methodology →

Frequently asked

In short

How have semi-liquid private markets funds performed?

Since March 2023 the equal-weighted index stands at 147.2 for private equity, 124.8 for private credit, 120.3 for infrastructure and 92.0 for real estate (base 100). Over each full series that is 11.1%, 6.8%, 5.6% and -0.3% per year. As of June 2026.

What are these indices based on?

On the published net asset values of the funds in this database. Per asset class, every fund with a documented NAV series enters equal-weighted — currently 80 of 140 funds covered. These are not providers' performance claims but monthly returns computed from the NAV series themselves.

Why do the series differ in length?

Each series starts in the month from which enough funds of the class have a documented NAV: real estate since November 2021, private equity since August 2022, private credit since January 2023, infrastructure since March 2023. The “Comparison” tab therefore puts all four on a common base (March 2023 = 100).

Are semi-liquid funds really that stable?

The curves are calmer than market prices because net asset values rest on valuations, not daily trading. Valuations are adjusted less often and with a lag. A smooth path is therefore no proof of low risk — it is first of all a property of the valuation method.

Can you invest in these indices?

No. They are an analysis of this database's holdings, not an investable product and not a recommendation. semiliquid.info neither distributes nor advises.