Yorkvillle Royalty Trust Gas Index

The Yorkville Royalty Trust Natural Gas Index is a market capitalization weighted index, consisting of the entire universe of royalty trusts involved primarily in natural gas production.

Performance
 

+ Since: 12/31/1999

Short-Term
Long-Term
Name Ticker WTD MTD QTD YTD
Yorkvillle Royalty Trust Gas IndexYRTG4.1%7.6%7.6%7.6%
Yorkville Royalty Trust Universe IndexYRTU8.1%12.3%12.3%12.3%
S&P 500SPX1.6%4.3%4.3%4.3%

* Annualized Total Returns as of 1/12/2018

Portfolio Characteristics*
Yield  9.5%
# of Constituents  8
Market Capitalization (Total)  $708
Market Capitalization (Average)  $88
Market Capitalization (Median)  $49

* as of 1/12/2018

Attribution Analysis

Best & Worst Performers - QTD*

 
Top Holdings*
San Juan Basin Royalty Trust  55.7%
Cross Timbers Royalty Trust  13.0%
North European Oil Royalty Trust  11.6%
Hugoton Royalty Trust  8.5%
ECA Marcellus Trust I  5.2%
Mesa Royalty Trust  4.5%
Dominion Resources Black Warrior Trust  1.3%
Tidelands Royalty Trust  0.2%