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-0.4%-2.3%2.0%126.8%
Yorkville Royalty Trust Universe IndexYRTU-2.5%-2.8%1.4%23.1%
S&P 500SPX-0.2%-0.4%5.1%20.0%

* Annualized Total Returns as of 12/8/2017

Portfolio Characteristics*
Yield  11.0%
# of Constituents  2
Market Capitalization (Total)  $305
Market Capitalization (Average)  $152
Market Capitalization (Median)  $152

* as of 12/8/2017

Attribution Analysis

Best & Worst Performers - QTD*

 
Top Holdings*
Mesabi Trust  97.9%
Kiewit Royalty Trust  2.1%