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 IndexYRTM0.4%2.4%-9.8%11.5%
Yorkville Royalty Trust Universe IndexYRTU0.6%2.8%-15.1%-4.5%
S&P 500SPX-0.5%1.9%1.7%20.6%

* Annualized Total Returns as of 9/27/2019

Portfolio Characteristics*
Yield  9.6%
# of Constituents  8
Market Capitalization (Total)  $1,125
Market Capitalization (Average)  $141
Market Capitalization (Median)  $59

* as of 9/27/2019

Attribution Analysis

Best & Worst Performers - QTD*

 
Top Holdings*
Sabine Royalty Trust  55.7%
Permian Basin Royalty Trust  21.1%
PermRock Royalty Trust  8.8%
Permianville Royalty Trust  8.0%
Chesapeake Granite Wash Trust  2.6%
SandRidge Mississippian Trust II  2.1%
SandRidge Mississippian Trust I  1.3%
Marine Petroleum Trust  0.4%