Yorkvillle Royalty Trust Iron Index

The Yorkville Royalty Trust Iron Index is a market capitalization weighted index, consisting of the entire universe of royalty trusts involved primarily in iron ore production.

Performance
 

+ Since: 12/31/1999

Short-Term
Long-Term
Name Ticker WTD MTD QTD YTD
Yorkvillle Royalty Trust Iron IndexYRTI0.5%4.3%-17.9%10.7%
Yorkville Royalty Trust Universe IndexYRTU0.6%2.8%-15.1%-4.5%
S&P 500SPX-0.5%1.9%1.7%20.6%

* Annualized Total Returns as of 9/27/2019

Portfolio Characteristics*
Yield  3.4%
# of Constituents  2
Market Capitalization (Total)  $321
Market Capitalization (Average)  $161
Market Capitalization (Median)  $161

* as of 9/27/2019

Attribution Analysis

Best & Worst Performers - QTD*

 
Top Holdings*
Mesabi Trust  97.4%
Kiewit Royalty Trust  2.6%

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This information has been provided by Yorkville Capital Management, LLC. All materials presented is compiled from sources believed to be reliable and current, but accuracy cannot be guaranteed. This is not to be construed as an offer to buy or sell any financial instruments.