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%0.8%20.0%20.0%
Yorkville Royalty Trust Universe IndexYRTU0.0%-0.6%16.0%16.0%
S&P 500SPX0.0%0.2%8.2%8.2%

* Annualized Total Returns as of 2/8/2019

Portfolio Characteristics*
Yield  8.1%
# of Constituents  8
Market Capitalization (Total)  $1,276
Market Capitalization (Average)  $159
Market Capitalization (Median)  $76

* as of 2/8/2019

Attribution Analysis

Best & Worst Performers - QTD*

 
Top Holdings*
Sabine Royalty Trust  48.6%
Permian Basin Royalty Trust  25.2%
PermRock Royalty Trust  7.8%
Permianville Royalty Trust  6.3%
Chesapeake Granite Wash Trust  5.7%
SandRidge Mississippian Trust II  4.1%
SandRidge Mississippian Trust I  2.1%
Marine Petroleum Trust  0.3%