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-0.4%4.6%4.6%15.9%
Yorkville Royalty Trust Universe IndexYRTU0.7%6.4%6.4%13.6%
S&P 500SPX0.0%-0.5%-0.5%5.5%

* Annualized Total Returns as of 4/24/2017

Portfolio Characteristics*
Yield  10.3%
# of Constituents  8
Market Capitalization (Total)  $1,362
Market Capitalization (Average)  $170
Market Capitalization (Median)  $95

* as of 4/24/2017

Attribution Analysis

Best & Worst Performers - QTD*

 
Top Holdings*
Sabine Royalty Trust  39.3%
Permian Basin Royalty Trust  35.4%
Enduro Royalty Trust  8.9%
Chesapeake Granite Wash Trust  6.7%
SandRidge Mississippian Trust II  5.7%
SandRidge Mississippian Trust I  3.3%
Marine Petroleum Trust  0.6%
TEL Offshore Trust  0.1%