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 IndexYRTI0.0%5.5%28.2%28.2%
Yorkville Royalty Trust Universe IndexYRTU0.0%-0.6%16.0%16.0%
S&P 500SPX0.0%0.2%8.2%8.2%

* Annualized Total Returns as of 2/8/2019

Portfolio Characteristics*
Yield  18.9%
# of Constituents  2
Market Capitalization (Total)  $386
Market Capitalization (Average)  $193
Market Capitalization (Median)  $193

* as of 2/8/2019

Attribution Analysis

Best & Worst Performers - QTD*

 
Top Holdings*
Mesabi Trust  98.5%
Kiewit Royalty Trust  1.5%