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 IndexYRTI0.0%-11.0%-18.3%10.1%
Yorkville Royalty Trust Universe IndexYRTU0.0%-10.8%-18.1%-7.8%
S&P 500SPX0.0%-2.9%-1.5%16.7%

* Annualized Total Returns as of 8/16/2019

Portfolio Characteristics*
Yield  3.4%
# of Constituents  2
Market Capitalization (Total)  $313
Market Capitalization (Average)  $313
Market Capitalization (Median)  $313

* as of 8/16/2019

Attribution Analysis

Best & Worst Performers - QTD*

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