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%-4.1%-0.5%12.9%
Yorkville Royalty Trust Universe IndexYRTU0.0%-1.5%0.2%9.7%
S&P 500SPX0.0%-1.1%1.0%10.4%

* Annualized Total Returns as of 8/11/2017

Portfolio Characteristics*
Yield  7.6%
# of Constituents  7
Market Capitalization (Total)  $1,289
Market Capitalization (Average)  $184
Market Capitalization (Median)  $110

* as of 8/11/2017

Attribution Analysis

Best & Worst Performers - QTD*

 
Top Holdings*
Sabine Royalty Trust  44.0%
Permian Basin Royalty Trust  31.1%
Enduro Royalty Trust  9.3%
Chesapeake Granite Wash Trust  6.7%
SandRidge Mississippian Trust II  5.4%
SandRidge Mississippian Trust I  3.0%
Marine Petroleum Trust  0.5%