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 IndexYRTM0.5%2.5%5.8%17.3%
Yorkville Royalty Trust Universe IndexYRTU0.4%1.3%5.4%12.5%
S&P 500SPX1.5%1.5%2.6%8.8%

* Annualized Total Returns as of 5/26/2017

Portfolio Characteristics*
Yield  7.8%
# of Constituents  8
Market Capitalization (Total)  $1,362
Market Capitalization (Average)  $170
Market Capitalization (Median)  $88

* as of 5/26/2017

Attribution Analysis

Best & Worst Performers - QTD*

 
Top Holdings*
Sabine Royalty Trust  41.4%
Permian Basin Royalty Trust  34.3%
Enduro Royalty Trust  8.1%
Chesapeake Granite Wash Trust  6.7%
SandRidge Mississippian Trust II  5.4%
SandRidge Mississippian Trust I  3.2%
Marine Petroleum Trust  0.6%
TEL Offshore Trust  0.2%