Yorkvillle Royalty Trust Oil & Gas Index

The Yorkville Royalty Trust Oil & Gas Index is a market capitalization weighted index, consisting of the entire universe of royalty trusts involved in a balance of oil and natural gas production.

Performance
 

+ Since: 12/31/1999

Short-Term
Long-Term
Name Ticker WTD MTD QTD YTD
Yorkvillle Royalty Trust Oil & Gas IndexYRTM0.2%-0.7%-0.7%15.4%
Yorkville Royalty Trust Universe IndexYRTU1.3%2.5%2.5%19.0%
S&P 500SPX0.0%3.1%3.1%5.9%

* Annualized Total Returns as of 7/13/2018

Portfolio Characteristics*
Yield  8.4%
# of Constituents  7
Market Capitalization (Total)  $1,455
Market Capitalization (Average)  $208
Market Capitalization (Median)  $97

* as of 7/13/2018

Attribution Analysis

Best & Worst Performers - QTD*

 
Top Holdings*
Sabine Royalty Trust  45.9%
Permian Basin Royalty Trust  29.2%
Enduro Royalty Trust  8.6%
SandRidge Mississippian Trust II  6.7%
Chesapeake Granite Wash Trust  5.3%
SandRidge Mississippian Trust I  3.8%
Marine Petroleum Trust  0.5%