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 IndexYRTG-2.4%-6.4%-5.6%-23.4%
Yorkville Royalty Trust Universe IndexYRTU1.6%-0.7%0.8%17.0%
S&P 500SPX0.0%0.2%7.3%10.2%

* Annualized Total Returns as of 9/14/2018

Portfolio Characteristics*
Yield  8.3%
# of Constituents  7
Market Capitalization (Total)  $470
Market Capitalization (Average)  $67
Market Capitalization (Median)  $33

* as of 9/14/2018

Attribution Analysis

Best & Worst Performers - QTD*

 
Top Holdings*
San Juan Basin Royalty Trust  52.7%
Cross Timbers Royalty Trust  18.8%
North European Oil Royalty Trust  15.6%
ECA Marcellus Trust I  7.1%
Mesa Royalty Trust  5.7%
Tidelands Royalty Trust B  0.1%
Dominion Resources Black Warrior Trust  0.0%