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%0.6%2.9%33.3%
Yorkville Royalty Trust Universe IndexYRTU0.0%-1.9%-13.6%11.2%
S&P 500SPX-0.1%7.3%4.6%18.9%

* Annualized Total Returns as of 6/21/2019

Portfolio Characteristics*
Yield  12.0%
# of Constituents  2
Market Capitalization (Total)  $390
Market Capitalization (Average)  $195
Market Capitalization (Median)  $195

* as of 6/21/2019

Attribution Analysis

Best & Worst Performers - QTD*

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