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-2.4%-5.6%-5.6%-2.1%
Yorkville Royalty Trust Universe IndexYRTU-1.8%0.3%0.3%16.8%
S&P 500SPX0.0%-4.9%-4.9%5.1%

* Annualized Total Returns as of 10/19/2018

Portfolio Characteristics*
Yield  8.9%
# of Constituents  7
Market Capitalization (Total)  $1,211
Market Capitalization (Average)  $173
Market Capitalization (Median)  $76

* as of 10/19/2018

Attribution Analysis

Best & Worst Performers - QTD*

 
Top Holdings*
Sabine Royalty Trust  46.1%
Permian Basin Royalty Trust  29.9%
Permianville Royalty Trust  9.3%
Chesapeake Granite Wash Trust  6.3%
SandRidge Mississippian Trust II  5.0%
SandRidge Mississippian Trust I  2.9%
Marine Petroleum Trust  0.5%