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 IndexYRTM-0.5%-2.1%-15.3%-12.1%
Yorkville Royalty Trust Universe IndexYRTU-1.2%-1.3%-14.6%-0.6%
S&P 500SPX-1.2%-5.7%-10.4%-0.9%

* Annualized Total Returns as of 12/14/2018

Portfolio Characteristics*
Yield  12.5%
# of Constituents  8
Market Capitalization (Total)  $1,189
Market Capitalization (Average)  $149
Market Capitalization (Median)  $69

* as of 12/14/2018

Attribution Analysis

Best & Worst Performers - QTD*

 
Top Holdings*
Sabine Royalty Trust  48.9%
Permian Basin Royalty Trust  25.1%
PermRock Royalty Trust  7.8%
Permianville Royalty Trust  6.5%
Chesapeake Granite Wash Trust  5.1%
SandRidge Mississippian Trust II  4.2%
SandRidge Mississippian Trust I  2.1%
Marine Petroleum Trust  0.3%