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 IndexYRTI1.6%4.6%4.6%35.5%
Yorkville Royalty Trust Universe IndexYRTU-1.9%0.1%0.1%28.8%
S&P 500SPX0.0%2.7%2.7%16.7%

* Annualized Total Returns as of 4/12/2019

Portfolio Characteristics*
Yield  11.5%
# of Constituents  2
Market Capitalization (Total)  $408
Market Capitalization (Average)  $204
Market Capitalization (Median)  $204

* as of 4/12/2019

Attribution Analysis

Best & Worst Performers - QTD*

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