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-1.9%-2.7%3.1%24.3%
Yorkville Royalty Trust Universe IndexYRTU-2.5%-2.8%1.4%23.1%
S&P 500SPX-0.2%-0.4%5.1%20.0%

* Annualized Total Returns as of 12/8/2017

Portfolio Characteristics*
Yield  6.7%
# of Constituents  7
Market Capitalization (Total)  $1,346
Market Capitalization (Average)  $192
Market Capitalization (Median)  $101

* as of 12/8/2017

Attribution Analysis

Best & Worst Performers - QTD*

 
Top Holdings*
Sabine Royalty Trust  46.0%
Permian Basin Royalty Trust  31.5%
Enduro Royalty Trust  10.1%
Chesapeake Granite Wash Trust  5.7%
SandRidge Mississippian Trust II  4.0%
SandRidge Mississippian Trust I  2.2%
Marine Petroleum Trust  0.6%