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%