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%-8.2%-12.8%7.8%
Yorkville Royalty Trust Universe IndexYRTU0.0%-10.8%-18.1%-7.8%
S&P 500SPX0.0%-2.9%-1.5%16.7%

* Annualized Total Returns as of 8/16/2019

Portfolio Characteristics*
Yield  8.9%
# of Constituents  8
Market Capitalization (Total)  $1,098
Market Capitalization (Average)  $137
Market Capitalization (Median)  $63

* as of 8/16/2019

Attribution Analysis

Best & Worst Performers - QTD*

 
Top Holdings*
Sabine Royalty Trust  55.7%
Permian Basin Royalty Trust  21.3%
PermRock Royalty Trust  7.7%
Permianville Royalty Trust  7.5%
Chesapeake Granite Wash Trust  4.0%
SandRidge Mississippian Trust II  2.2%
SandRidge Mississippian Trust I  1.3%
Marine Petroleum Trust  0.4%