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 IndexYRTI-4.6%9.7%9.7%22.8%
Yorkville Royalty Trust Universe IndexYRTU-1.8%0.3%0.3%16.8%
S&P 500SPX0.0%-4.9%-4.9%5.1%

* Annualized Total Returns as of 10/19/2018

Portfolio Characteristics*
Yield  12.7%
# of Constituents  2
Market Capitalization (Total)  $382
Market Capitalization (Average)  $382
Market Capitalization (Median)  $382

* as of 10/19/2018

Attribution Analysis

Best & Worst Performers - QTD*

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