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-0.9%0.7%0.7%21.3%
Yorkville Royalty Trust Universe IndexYRTU-2.4%-1.9%-1.9%19.1%
S&P 500SPX0.9%2.3%2.3%16.9%

* Annualized Total Returns as of 10/20/2017

Portfolio Characteristics*
Yield  6.6%
# of Constituents  7
Market Capitalization (Total)  $1,366
Market Capitalization (Average)  $195
Market Capitalization (Median)  $101

* as of 10/20/2017

Attribution Analysis

Best & Worst Performers - QTD*

 
Top Holdings*
Sabine Royalty Trust  44.2%
Permian Basin Royalty Trust  32.1%
Enduro Royalty Trust  9.7%
Chesapeake Granite Wash Trust  5.8%
SandRidge Mississippian Trust II  4.8%
SandRidge Mississippian Trust I  2.8%
Marine Petroleum Trust  0.6%