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-1.8%-4.5%-0.9%11.0%
Yorkville Royalty Trust Universe IndexYRTU-1.2%-1.3%-14.6%-0.6%
S&P 500SPX-1.2%-5.7%-10.4%-0.9%

* Annualized Total Returns as of 12/14/2018

Portfolio Characteristics*
Yield  14.5%
# of Constituents  2
Market Capitalization (Total)  $334
Market Capitalization (Average)  $334
Market Capitalization (Median)  $334

* as of 12/14/2018

Attribution Analysis

Best & Worst Performers - QTD*

 
Top Holdings*
Mesabi Trust  98.3%
Kiewit Royalty Trust  1.7%