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-6.6%8.6%-2.6%2.8%
Yorkville Royalty Trust Universe IndexYRTU-1.7%7.1%10.1%14.5%
S&P 500SPX0.3%3.0%3.4%2.6%

* Annualized Total Returns as of 5/25/2018

Portfolio Characteristics*
Yield  7.2%
# of Constituents  2
Market Capitalization (Total)  $327
Market Capitalization (Average)  $163
Market Capitalization (Median)  $163

* as of 5/25/2018

Attribution Analysis

Best & Worst Performers - QTD*

 
Top Holdings*
Mesabi Trust  98.4%
Kiewit Royalty Trust  1.6%