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 IndexYRTG0.0%-5.7%-29.8%-30.0%
Yorkville Royalty Trust Universe IndexYRTU0.0%2.1%-15.8%-5.1%
S&P 500SPX0.0%2.9%2.7%21.7%

* Annualized Total Returns as of 9/13/2019

Portfolio Characteristics*
Yield  6.4%
# of Constituents  7
Market Capitalization (Total)  $258
Market Capitalization (Average)  $37
Market Capitalization (Median)  $23

* as of 9/13/2019

Attribution Analysis

Best & Worst Performers - QTD*

 
Top Holdings*
San Juan Basin Royalty Trust  40.7%
North European Oil Royalty Trust  22.9%
Cross Timbers Royalty Trust  21.9%
ECA Marcellus Trust I  8.8%
Mesa Royalty Trust  5.6%
Tidelands Royalty Trust B  0.1%
Dominion Resources Black Warrior Trust  0.0%