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 IndexYRTM0.0%1.3%1.3%15.1%
Yorkville Royalty Trust Universe IndexYRTU0.0%-0.4%-0.4%9.1%
S&P 500SPX0.0%1.6%1.6%11.0%

* Annualized Total Returns as of 7/14/2017

Portfolio Characteristics*
Yield  7.2%
# of Constituents  7
Market Capitalization (Total)  $1,322
Market Capitalization (Average)  $189
Market Capitalization (Median)  $110

* as of 7/14/2017

Attribution Analysis

Best & Worst Performers - QTD*

 
Top Holdings*
Sabine Royalty Trust  43.2%
Permian Basin Royalty Trust  32.4%
Enduro Royalty Trust  8.8%
Chesapeake Granite Wash Trust  6.5%
SandRidge Mississippian Trust II  5.5%
SandRidge Mississippian Trust I  3.1%
Marine Petroleum Trust  0.5%