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%1.1%-7.9%22.0%
Yorkville Royalty Trust Universe IndexYRTU0.0%-1.9%-13.6%11.2%
S&P 500SPX-0.1%7.3%4.6%18.9%

* Annualized Total Returns as of 6/21/2019

Portfolio Characteristics*
Yield  10.3%
# of Constituents  8
Market Capitalization (Total)  $1,262
Market Capitalization (Average)  $158
Market Capitalization (Median)  $71

* as of 6/21/2019

Attribution Analysis

Best & Worst Performers - QTD*

 
Top Holdings*
Sabine Royalty Trust  55.2%
Permian Basin Royalty Trust  21.5%
PermRock Royalty Trust  7.8%
Permianville Royalty Trust  7.0%
Chesapeake Granite Wash Trust  4.2%
SandRidge Mississippian Trust II  2.5%
SandRidge Mississippian Trust I  1.4%
Marine Petroleum Trust  0.3%