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 IndexYRTM3.0%4.4%4.4%38.3%
Yorkville Royalty Trust Universe IndexYRTU-1.9%0.1%0.1%28.8%
S&P 500SPX0.0%2.7%2.7%16.7%

* Annualized Total Returns as of 4/12/2019

Portfolio Characteristics*
Yield  9.5%
# of Constituents  8
Market Capitalization (Total)  $1,448
Market Capitalization (Average)  $181
Market Capitalization (Median)  $85

* as of 4/12/2019

Attribution Analysis

Best & Worst Performers - QTD*

 
Top Holdings*
Sabine Royalty Trust  50.2%
Permian Basin Royalty Trust  24.3%
Permianville Royalty Trust  8.0%
PermRock Royalty Trust  7.2%
Chesapeake Granite Wash Trust  4.6%
SandRidge Mississippian Trust II  3.5%
SandRidge Mississippian Trust I  2.0%
Marine Petroleum Trust  0.3%